As an international couple, we were looking for a advisor who could help us put together a tailor-made retirement plan that fits our somewhat complicated cross-border financial picture. Wilfred Ling is just that person: a patient and caring partner who takes the time to understand our needs and create a plan we are comfortable with in the long term.
— Dr Sloan Kulper & Ms Tsui Gah Yee
Wilfred has been most patient and candid in his explanation to us. We started off with financial planning exercise to understand currently how we are doing financially and what plans we should be making for retirement. Then we move on to reviewing our then insurance plans. With Wilfred on our backs, we are definitely more confident on how our finances are managed and feel safer that our insurance needs are adequately met.
— Dr Jason Tang & Dr Fiona Chang
Before we met Wilfred, none of the advisers I met were able to provide a holistic analysis of our financial health and able to address both short-term and long-term retirement goals.
I would recommend Wilfred because he is professionalandobjective. He is sharp and clear in his explanations and advice. Moreover, he is highly meticulous in his analysis and recommendations. He reminds us to focus on our long term goals and guides us in seeing the big picture to enable us to make better decisions.
— Mr & Mrs Teo Boon Keng
During the first few meetings, Wilfred came across as an sincere, confident and knowledgeable financial professional. He was patient and thorough in understanding our background, aspirations and financial goals with us. No doubt these long sessions came at a price, we felt that it was money well spent. We had a clear and wholistic view of our current financial/insurance coverage/investment situation and could embark on a robust plan for our family's future.