“The best way to find yourself is to lose yourself in the service of others.” — Mahatma Gandhi

DANIEL HENG

Top Recruiter Director 2024

DANIEL HENG-AWM YAP XIN HORNG ORG
ASCENDANCE WEALTH MANAGEMENT GROUP

I am a speaker, financial consultant, and agency leader dedicated to building high-performing teams and scalable systems. With over four years in the financial services industry, I have had the privilege of working with Gen Z leaders, directors, managers, and financial consultants, helping them develop sustainable success. My approach to mentorship, leadership development, and business systemization has played a role in shaping the careers of many within the industry, and I remain committed to creating an environment where others can thrive.

More Than Just Awards
I often tell my clients that awards mean little compared to the trust they place in me to safeguard their financial future. These accolades serve as stepping stones, opening doors for me to learn from some of the best minds in the industry and refine my skills to better serve my clients. My focus has always been on delivering real value, ensuring that every person I work with receives thoughtful, strategic, and sustainable financial solutions. Any recognition I receive is simply a byproduct of that commitment, and I am grateful for the opportunities they provide to continue growing and improving.

A Holistic Approach to Financial Advisory
My work spans financial advisory, agency leadership, and estate planning, enabling me to guide individuals and businesses through complex financial landscapes. As a licensed Estate and Succession Practitioner with Precepts Legacy and a Certified Estate Planner with GetArrange, I help clients and business owners with wealth preservation and succession planning, ensuring their financial security across generations. My goal is to bridge technical expertise with real-world applications, making financial strategies both accessible and effective for those I serve.

Sharing Knowledge and Paying It Forward
Beyond my work with clients, I am passionate about mentorship and thought leadership. I have had the honour of being invited to speak at the MDRT Global Conference and various international platforms, sharing insights on branding, leadership, financial planning, and system-building. In May 2024, I contributed to MDRT LEARN’s Round the Table publication, helping over 90,000 MDRT qualifiers worldwide enhance their knowledge and competency.

At the heart of it all, I am driven by a desire to support others in their journey to financial success. Whether through coaching, speaking, or advisory work, I remain committed to empowering individuals and teams to achieve long-term, sustainable growth.

Clubs & Awards

TOP RECRUITER AWARDS

Top Recruiter Director
2024

Awarded to
Heng Kwang Yong Daniel
2025

Awarded to

HENG KWANG YONG DANIEL

MEMBER OF THE
AIA CENTURION CLUB
2025

Awarded to

HENG KWANG YONG DANIEL

Qualifying Member Of The
Million Dollar Round Table
2025

Accolades

Top Recruiter Director 2024

4th Runner-up, Top Financial Consultant 2022

2nd Runner-up, Top Financial Consultant 2021

AIA FA Pinnacle Club (Unit) 2025

AIA Centurion Club 2025, 2023 and 2022

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2025

AIA FA Prestige Club (Titanium) 2024

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023 and 2022

Million Dollar Round Table 2025 and 2024

International Dragon Award – Bronze Dragon Award (Agent Category) 2025 and 2024

Court of the Table 2023 and 2022

International Dragon Award – Silver Dragon Award (Agent Category) 2022

100 IDA Team 2022

Associate Estate Planning Practitioner (AEPP®)

Institute of Banking and Finance Qualified (IBFQ)

Associate Financial Consultant (AFC)

Certificate in Financial Needs Construction and Plan Analysis

Estate & Succession Practitioner, Precepts Legacy

Certified Estate Planner, getArrange

TESTIMONIALS

Mr T, Hedge Fund Analyst

Appreciate the lengths Daniel went to do tax planning, investment goal setting, and sourcing different funds. Always passionate and ready to explain any questions or clarify doubts I have. His wealth of experience and thorough preparation shine through in his recommendations on investment plans and suggestions on allocations. Extremely thankful for such an approachable and knowledgeable advisor!

Mr P, Trading Ops at ExxonMobil

Love how you can confidently answer all my questions, bro. Definitely appreciate having someone more knowledgeable than me to take care of my personal finances and insurance. At the end of the day, it felt like friends exchanging ideas and information, rather than the usual “sales pitch” that other advisors tend to give.

Ms L, Commodity Markets Research Analyst

I think you’ve been a great advisor so far—someone who truly cares that I understand all the investment principles, vehicles, and exactly where my money is going, including the contract details. I had been thinking about investing for almost a year but always felt inertia to start because I didn’t feel like I had enough information. However, with your help and clear explanations, getting started became effortless. As someone who cares about the details, I appreciated your thoroughness! I also valued how reassuring you were—never pushy—but instead, you helped me understand why I wanted to make my money work hard for me. That made the process far less daunting when I finally committed my money to an investment for the first time!

Mr Qi, Data Scientist at Carro

I am incredibly pleased with Daniel’s financial advisory services. When I transitioned from a policy primarily for wealth management to one covering critical illness and hospitalization after obtaining permanent residency, Daniel guided me seamlessly. He took the time to understand my salary, preferences, and needs, presenting well-informed options with clear pros and cons. What sets Daniel apart is his commitment—he went the extra mile, demonstrating his passion for his work. Daniel’s unique approach involves not just meeting clients frequently but proactively understanding their coverage preferences. This personalized touch stood out, especially when compared to friends’ financial advisors who lacked such diligence. Additionally, his enthusiasm and expressive nature set him apart from my other advisors, creating a positive and satisfying experience. Furthermore, Daniel’s extensive network and experience became evident during our discussions. His ability to cater to different age groups showcases his valuable exposure and expertise. Equally impressive is Daniel’s commitment to being available at any time, demonstrating a level of dedication I find crucial and truly appreciate. In summary, Daniel is an exceptional and knowledgeable financial advisor who goes above and beyond for his clients. I am satisfied with his services!

Sherman L. (Engineer)

Solid FA who can help you to plan your finances, not pushy as well which I really appreciate. We can literally talk about anything under the sun as well and I just appreciate knowing you since army and now I’m just thankful to have you as my FA.

Joshua N. (Product Supply Manager)

I think I really came into the session not really knowing anything about financial anything, HAHA but things were really broken down to me and explained simply! Really provided a simple rough overview of what I can expect and I think really broke down a kind of “mental block” of making my first steps into it!

Appreciated how there is no hard selling of a product and how you really based it on client’s needs (: And appreciated how the session was stress-free, and even when there were moments when I was quite hesitant, you didn’t push at all and gave me the space to feel “uncomfortable” and gave me assurance + understanding too (:

Get in Touch

I look forward to your enquiries and appointment.
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1800 248 8000

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