WILFRED WONG
Top Senior Director 2023
ASCENDANCE WEALTH MANAGEMENT GROUP
I joined financial advisory in 2017 hoping to bridge the troubling gap between what people ought to know about financial planning, and what they currently know. A director since 2020, I now focus on impacting more lives by building the leaders of tomorrow. My awards are a summation of not only my efforts, but that of my entire team and my greatest joy is in seeing my team and agency make a mark in raising industry standards and seeing them grow holistically in this career.
Ensuring every associate succeeds.
Im personally very passionate about helping every associate to use their best strengths to their best advantage in business. One of the biggest obstacles in my career was the challenge of making sure every consultant succeeds in this business. Rather than adopting a one-size-fits-all approach, I focus on amplifying each individual’s strengths, facilitating a path to success that resonates with their personal capabilities.
Help others achieve their fullest potential.
I believe the mark of great leadership is when we can help everyone achieve their fullest potential, regardless of the cards that they were dealt with. I always try to understand people as friends, and this enables me to better unlock their own unique personal inner drivers to achieve the results that they want in this career. I think its important to help them focus on what gives them energy and the thing that gives them energy is usually where their strengths lie so what I do is to help them uncover this and find a best way for them to apply the strengths in their business. We don’t have to be good to start, but we must start, to be good!
A desire to impact the entire industry.
The biggest goal I wish to achieve as a leader is to contribute to an overall increase in the standards of financial planning. Financial advice should be needs-based rather than product-focused, and I hope to educate and empower the people around me to make wise financial decisions toward their desired goals.
Clubs & Awards
TOP AWARDS
Top Senior Director
2023
TOP RECRUITERS
SENIOR DIRECTOR
2023
Awarded to
Wong Wei Chong Wilfred
MEMBER OF THE
AIA CENTURION CLUB
2024
Awarded to
Wong Wei Chong Wilfred
2024
Awarded to
Wong Wei Chong Wilfred
Qualifying Member Of The
Top of The Table
2024
TOP SENIOR DIRECTOR 2023
WILFRED WONG & TEAM
ASCENDANCE WEALTH MANAGEMENT GROUP
BACK ROW QUEK YONG HONG OWEN, TEW ZHENG QIAN JUSTIN, YAP JUN LIANG BRYAN, TAN GUAN MING IAN, GOH JUN ZHI,CHIA WEI TAO DARREN, ALEX CHEN @ HTUT WIN HLYAN, PHUA ZE QING, BEN KOH HONG LI, TAN ROU JIE DORIS, DARREN CHIA XIN YANG
FRONT ROW GOH JIA JING, WANG XUE CI, TIAN CHIN YEE,WONG WEI CHONG WILFRED, TAN CHENXI, KASON KOH, YEH SI SARAH, CELINE ONG JING WEN, BASIL KOH REUBEN
Top Director 2021
Wilfred Wong & Team
WILFRED WONG-LIM SENG YONG ORGANISATION
ADVISORS ALLIANCE GROUP
ROW 1 TAY WEI BIN WONG WEI CHONG WILFRED SIM WAI LENG ROW 2 CHEONG FU SHENG, DORIS TAN ROU JIE, TAN CHUN YI, WANG XUE CI, MELISSA YONG ZONG XIN, TAN PEI SHAN ESTHER, GOH JIA JING, NG ZHENG XIONG JOVAN, KELVIN KUA ZHENG WEI, QUEK JON KIT, GORDON TEO WEI KIAT, JOSHUA TAN, KENNETH YEO TENG HON ROW 3 LIU GUO JIN LEE SI MIAN TAN CHENXI ROW 4 CHING WEE YANG BRYAN KOH JI RONG ALLSON
Top Associate Director 2020
Wilfred Wong & Team
WILFRED WONG-LIM SENG YONG ORGANISATION
ADVISORS ALLIANCE GROUP
LEFT TO RIGHT
JILLIAN GOH, DORIS ANG, JEREMY TAY, DORIS TAN, GOH JIA JING (SEATED), SIM WAI LENG (SEATED), WILFRED WONG, KENNETH YEO, LEE SI MIAN, JOVAN NG, GORDON TEO, ESTHER TAN (SEATED), KLYSSA CHONG (SEATED)
Accolades
Top Senior Director 2023
Top Recruiter Senior Director 2023
Top Director 2022 and 2021
2nd Runner-up HNW Producer (Highest Personal Affluent ANP) 2022
Top Recruiter Director 2021
Top MDRT Unit, Highest Number of Registered MDRT Members 2021
Million Dollar Round Table Unit (Ruby) 2021
Top Associate Director 2020
2nd Runner-up, Top Financial Consultant 2019
AIA FA Pinnacle Club (Gold Unit) 2024, 2023, 2022 and 2021
AIA Centurion Club 2024, 2023, 2022, 2021 and 2020
AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2024 and 2023
AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2022
Top of the Table 2024
Court of the Table 2023, 2022 and 2021
International Dragon Award – Silver Dragon Award (Manager Category) 2022
International Dragon Award – Silver Dragon Award (Agent Category) 2022 and 2021
100 IDA Team Award 2022, 2021, 2020 and 2019
Million Dollar Round Table 2020 and 2019
International Dragon Award – Bronze Dragon Award (Agent category) 2020 and 2019
5th Asia Trusted Life Agents & Advisers Awards 2020 – Financial Adviser of the Year
FSMA Top Rookie Agency Manager Award 2021
Associate Estate Planning Practitioner (AEPP®)
Certified Mortgage Planner
Certified Wealth Management Advisor (CWMA)
Bachelor of Science (Maritime Studies)
TESTIMONIALS
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