KHOO YONG GUAN

“To laugh often and much; to win the respect of the intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty; to find the beauty in others; to leave the world a bit better whether by a healthy child, a garden patch, or a redeemed social condition; to know that one life has breathed easier because you lived here. This is to have succeeded.” — Ralph Waldo Emerson

KHOO YONG GUAN

1st Runner-up
Top Executive Director 2023
KHOO YONG GUAN ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

I chose financial consulting as a career as it offers me a great sense of purpose and autonomy over time. I became a leader in hopes of creating a much larger impact and revolutionising the industry as a whole.

Service should always be a priority.

My main source of motivation comes from my clients and associates, who trust my advice and always give their trust and support. To me, serving others should always be the top priority, and providing this service is what keeps me driven in the industry.

Thinking long-term

I’ve learnt from the Covid-19 pandemic that as a leader, we must adapt quickly. Thinking long-term has helped in shaping new initiatives to combat disruptions. Before this digital wave, we relied heavily on face-to-face interactions. However as our clientele base and team size grew, we leveraged more on communication technologies to ensure that information gets passed down effectively.

Success in others is a true mark of good leadership.

My most memorable experience in this career is being able to witness our associates grow in terms of character and professionalism. That is a very heartwarming sight to have. Witnessing acts of service and kindness from my associates is the most satisfying thing to see, as a leader.

Clubs & Awards

TOP AWARDS

1st Runner-up
Top Executive Director

2023

TOP RECRUITERS

Executive Director
(Organisation Level)

2023

TOP HNW PRESTIGE CLUB
1ST RUNNER-UP
HNW ORGANISATION

2023

Top MDRT ORGANISATION

Highest Number of Registered MDRT Members

2023

Awarded to
Khoo Yong Guan
2024

Accolades

1st Runner-up, Top Executive Director 2023

Top Recruiter Executive Director (Organisation Level) 2023

Top Organisation, Highest Number of Registered MDRT Members 2023

1st Runner-up HNW Organisation (Highest Organisation Affluent ANP) 2023

1st Runner-up, Top Senior Director 2022

Top Recruiter Senior Director 2022

Top Senior Director 2021

Top Recruiter Director 2020

Top Director 2020

1st Runner-up, Top Direct Team 2020

Top Unit, Highest Number of Registered MDRT Members 2020

AIA Group MDRT Leader Gold Award 2020

1st Runner-up, Top Director 2019

AIA FA Pinnacle Club (Platinum Organisation) 2024

AIA FA High Net Worth Organisation 2024

AIA FA Pinnacle Club (Unit) 2023, 2022 and 2020

AIA FA Prestige Club (Titanium) 2021

AIA FA Pinnacle Club (Gold Unit) 2021

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2019

International Dragon Award – Silver Dragon Award (Manager Category) 2022 and 2020

100 IDA Team Award 2022, 2021, 2020 and 2019

Million Dollar Round Table 2021 and 2019

International Dragon Award – Platinum Dragon Award (Manager Category) 2021, 2022 and 2023

International Dragon Award – Bronze Dragon Award (Agent Category) 2021 and 2019

Singapore Management Award – Silver Direct Award 2018

Financial Planner of the Year 2018 (Rookie Category) by
Financial Planning Association of Singapore

Associate Estate Planning Practitioner (AEPP®)

Associate Specialist in Estate Planning (ASEP®)

TESTIMONIALS

MR DANIEL CHER, BOARD DIRECTOR, TCC LTD

Yong Guan has been very focused & proficient in identifying & meeting his clients’ financial requirements. A young professional with a mature outlook on life, he is kind and patient, with a focus to do good for the less privileged in the community.

COLLINS ABRAHAM, FORECAST ANALYST, PROCTER & GAMBLE

Michael is very clear and direct on his proposals which better enables me to make the right decisions. He also goes the extra mile to consolidate the client’s plan into one that is manageable by a non-expert.

LIM YONG KANG, CHAIRMAN, A&ONE PRECISION ENGINEERING PTE LTD

Guan is a very dedicated and knowledgeable financial planner. I can always count on him for my personal and business financial matters.

MR NING YOU NAN, FOUNDER AND MANAGING DIRECTOR, DESWOOD PTE LTD

Guan has helped me tremendously with my estate planning. He is very clear with his analysis and provides practical solutions to my problems

MS CHOO WAN CHING, MANAGEMENT CONSULTANT, ACCENTURE

To plan out what I need, Guan took time out to fully understand my current life priorities. Not only did he understand my financial situation, he also takes into consideration my personal and family circumstances before recommending plans that suit me the most.

Guan goes an extra step to care for his clients and lent his support to my family in times of need. He has never hesitated to help whenever we asked, as long as it’s within his means. I am truly grateful to find a friend and advisor that I trust.

Get in Touch

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