HENG KWANG YONG DANIEL
If I have seen further, it is by standing on the shoulders of giants.

HENG KWANG YONG DANIEL

4th Runner-up, Top Financial Consultant 2022
DANIEL HENG-KHOO YONG GUAN ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

I’m currently studying for a double degree in Accountancy and Business with a Major in Finance in Singapore Management University (SMU). I’ve always been a people’s person and I enjoy spending time with my friends, so exploring financial advisory was a field that I felt would be the right fit for me.

 

Now, being a financial consultant means I get to partner with my friends to help them achieve their goals in life. Due to the comprehensive nature of the financial services I offer, I also have the honour and opportunity to assist my parents and my friends’ parents with their retirement, estate and legacy needs.

 

My understanding of accounting and business management also allows me to provide a more comprehensive suite of business succession planning, for clients who happen to be business owners.

A motivation to give back.
My biggest motivation is the encouragement and partnership with my family and friends. I’m honoured to have found a career that allows me to serve them, while also providing for my own family. My biggest joy from this career is from being able to learn from the many parents and families I’ve spoken to over the past year. I’m deeply grateful for the advice that many of my clients have given me, and I want to continue giving back to them.

Not always about the awards.
As I have told my clients many times before, these awards don’t mean compared to the trust that they place in me to take care of them. These awards are just a platform to allow me to meet more like-minded and successful advisors so I can continually improve my services for my clients!

Always be grateful to those who helped you.
Being awarded the Court of the Table 2022 in my first full year as a financial consultant was really a testimony to the systems and structures my company has; to allow new financial consultants to be equipped with the competency required to provide quality financial advisory for our clients. Fortunately in AAG, I didn’t only have 1 mentor, I had hundreds of mentors who were always willing to make time to help me and give their input. I am eternally grateful to the hundreds of giants whose shoulders I got to stand on.

Clubs & Awards

TOP AWARDS

2ND RUNNER-UP
TOP FINANCIAL CONSULTANT
2021

Awarded to

HENG KWANG YONG DANIEL

MEMBER OF THE
AIA CENTURION CLUB
2022

Awarded to

HENG KWANG YONG DANIEL

Qualifying Member Of The
Court of The Table
2022

Accolades

4th Runner-up, Top Financial Consultant 2022

2nd Runner-up, Top Financial Consultant 2021

AIA FA Prestige Club (Titanium) 2024

AIA Centurion Club 2023 and 2022

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

Million Dollar Round Table 2024

International Dragon Award – Bronze Dragon Award (Agent Category) 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

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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