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Wilfred Ling ChFC® CFA

License : LSW100043756
Promiseland Independent

About

My name is Wilfred Ling. I provide fee-based professional financial planning services to any individual living in Singapore.

My main area of competency is financial planning. I run my own professional financial planning practice (http://www.ifa.sg/professional-financial-planning-practice/) which gives clients the added confidence that I am truly independent from any undue pressure to push products.

My fees are transparent. If you like transparency, I would like to meet you in person.

I hold the Chartered Financial Consultant® designation and is a CFA charterholder.

To date, a significant number of families have engaged my services as an independent consultant on an on-going basis to advice them on all areas of wealth management such as tax planning, estate planning, investments, risk management (insurance) and retirement planning and thus empowering them to make informed decisions.

I am also a regular writer for financial magazines and other online portals such as CPF Board's IM$avvy primarily in areas of wealth management with topics relating to the mass affluent young families.

If you have concerns in areas such as insurance advice, investment advice, tax planning, estate planning, credit management, retirement planning and saving up for your children's education, feel free to engage my service.

Do note that all articles and posts I made on this website represents the view of Wilfred Ling only. It does not represent the view of any institutions and companies.

https://www.ifa.sg

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Advice Areas

Loans and Mortgages Tax Planning Estate Planning Investment Financial Planning Retirement Planning Insurance
Client Minimum Assets : $200,000

Fees

Commission

Fee

Preliminary discussion - free
Investment Portfolio Management - free
*Retirement & Passive Income Planning - $1499
*Insurance Planning - $1499
*Retirement Planning & Insurance Planning - $2799
Create a financially secure plan for your young family - $8888
Non-standard consultation - $250/hr

More details on fees: HERE.

*Use coupon code SPECIAL-265 to get 50% discount.

Activity

Answers




Blog Posts

Executor sued for not handing over $111K to beneficiary. Lessons parents can learn.

04 Jan 2017 / By Wilfred Ling ChFC® CFA

Madam Toh Ai Lan died in 2012 leaving a sum of money through her will to Special Needs Trust Company (SNTC). SNTC was to use this money to support the deceased’s daughter who suffers from Down Syndrome. In other words, Mdm Toh’s daughter is the. ... (more)

Qualifications

Designations

Chartered Financial Analyst (CFA)

The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. A candidate who successfully completes the program and meets other professional requirements is awarded the "CFA charter" and becomes a "CFA charterholder".

Chartered Financial Consultant (ChFC®)

The ChFC® designation introduced in USA since 1982 has been awarded to more than 45,000 professionals worldwide. This eight-course programme offers financial planners and others in financial services advanced financial planning knowledge to better assist their clients in this increasingly competitive field. In particular, students have an opportunity to explore in-depth the practical applications of financial planning, estate planning, and retirement planning concepts.

Education

Bachelor’s Degree

Electrical Engineering, 2nd Upper Honours, National University of Singapore, 1995