BBA, CFP®, ChFC®/S
Financial Services Manager
My Personal Story
Growing up, I was blessed to come from a family that was loving and also financially comfortable. I did not worry about my education, I could afford to learn new hobbies, and I rarely felt I lack much in life.
Therefore, I joined the Financial Planning industry initially as a challenge during my University days.
I saw it as an opportunity to grow and start taking on responsibilities as a young adult, even though I didn’t need the additional finances then. Also, this industry was still a taboo to many. Therefore it was a great place to put myself out of my comfort zone.
However, what I did not expect was for my growth journey to happen so soon. And this happened through the passing of a close friend of mine.
When my grandmother had passed away when I was 18, I was sad at losing someone whom I loved dearly. There were regrets that I had not spent enough time with her while she was healthy. But given the circumstances, I was able to let go more easily because of my grandma’s old age and dementia.
Her time was up, and she was freed from suffering.
But I only realised how fragile life was when Gloria (not her real name), a university friend, passed away suddenly. She was a young, cheerful & bubbly young lady who always brightened up everyone’s day.
She was in perfect health, had a promising career and life ahead. However, an unfortunate car accident snatched her away from this world, leaving all her family and friends shocked.
At the wake, I personally witnessed the grief her parents went through.
Her dad’s face looked weary and exhausted from all the crying, yet he put up a strong front to greet us and thanked us for coming. He even told us, “Please help yourself to some food. It’s a little gift from my daughter for your thoughtfulness.”
Her mum was hunched over one of the tables sobbing and wiping away her tears. It was already the 2nd day of the wake, 4 days from her passing. I would guess that she had not stopped crying for the past 4 days.
I could only imagine the pain a mum and dad would have to go through, having to see their child go before them. Not being able to watch them grow old and have kids of their own. And no longer having their beloved daughter to take care of them when they are old and weary.
This incident made me realise how unpredictable life was, and how unprepared many of us were for it.
The worst thing, I had just only just met Gloria a few of months back to discuss her insurance plans. We had planned to meet again once she had started working. And she was only 2 weeks into her career when she met with the unfortunate accident.
It was at this point in my career that I realised the amount of responsibility I carried as a Financial Planner. I was forced to grow up fast.
It gave me the assurance of what I was doing and the negative stigma that I myself had harboured towards insurance planning was fully removed. Had I been quicker to get my friend insured, I could at least have ensured her parents had something. At least they would have had more financial support to tide through their old age.
As a consultant, I am entrusted with an uphill task of influencing people to make the tough but right decisions. These decisions might not be easy for them, in fact, most find it uncomfortable having to pay a premium.
However, I’ve realised that it is my responsibility to show them that doing so gives their family a bedrock of protection. And it’s this protection that makes Life’s Adventure safer and more peaceful – to do what is necessary for those you leave behind.
I believe that when an unfortunate event happens to an individual, it’s the rest of the family that struggles and grieves.
I’m here to ensure that your family is able to cope if anything were to happen.
Testimonials
Read More About What Others Have To Say About Nigel
“Nigel is a very dedicated advisor and a caring friend. I really like how he
Aw Yu XuanInvestment Banker at UBS
personalizes the plans for me and as a client, I am better able to visualize my
exact needs. This also provides transparency in the coverage, which really
differentiates him from other advisors. The hard work that he puts in to make
sure my needs are well taken care is the reason why I trust Nigel to be my
lifelong advisor.”
“Nigel is a trustworthy advisor and my financial planning partner. Personable and
Sean LingManagement Consultant at AT Kearney
thoughtful, he is open and transparent, working closely with me to craft my
financial journey. His knowledge makes wealth planning easy, and I am
comfortable entrusting my financial future to him. Always professional, it has
been a joy working with him over the past few years.”
“Meeting Nigel was a pleasant experience for me. He is competent in his delivery
Sean SuenEngineer at Evonik
of financial knowledge and continually make efforts to stay connected with his
clients. His professionalism serves as a pillar of confidence I have in him coupled
with the quality of his services. As a customer, I am satisfied with his services
extended to me. And as a friend, he has always been reliable and trustworthy.”
“Nigel is a knowledgeable and detailed consultant who cares about his client
Yong Ching KiatDevelopment Engineer at A*STAR
financial security. He provided advice in my short and long term financial
planning which benefit me a lot. He takes the time to really know my needs which
gives me every confidence that not just my financial goals are well understood
but also my comfort level. I feel safe and secured with his guidance and I
definitely recommend him to anyone looking for a financial adviser to guide them
through retirement.”
“Nigel is more than an advisor, he is also a friend. I trust him with my insurance
Victor LauManager at SPRING Singapore
needs and have absolute faith in his competence and commitment to my
financial well-being.”
“Nigel was very professional in explaining the various plans as well as catering it
Shannon TioMarketing Executive at Tiffany and Co.
to my current income level and needs. He also takes time to explain the details of
the plan, to ensure that i am fully aware of what i'm getting.”
“As one who is quite sceptical of insurance agents, I was impressed when Nigel
Daniel TangForeign Service Officer at Ministry of Foreign Affairs
made the effort to review my existing insurance coverage before highlighting only
the products that he felt would be relevant to my needs. Additionally, I appreciate
that he allows his clients to make their own financial decisions without applying
pressure on them to make purchases and is always on standby to address their
queries.”
“Nigel is a meticulous planner who gets to know you as a friend first and
Poon Jun BoonFreight Trader at BHP
introduces customised financial plans to fit your needs. My Risk reward appetite
is taken into account and realistic expectations were being set. With him as my
financial planner, I know my finances are secured and on track to meet my goals.”
“Nigel is my trusted advisor. By understanding my needs before providing advice,
Basil LeeEngineer at DSTA
he gives me the assurance that my financial portfolio and well being is in good
hands. There have been many occasions where I have had queries regarding
policies from other companies. Nigel has always responded promptly and
resolved these concerns. Pick him, as your trusted companion through life.”
“Nigel has been a fantastic partner in my financial planning process. Through his
Freddie TeoBanking Analyst at Bank of America Merrill Lynch
meticulous planning, I knew that the administration of my insurance policies is
always in good hands. More importantly, Nigel has never forced any unsuitable
recommendations on me but instead, spent the time to understand my financial
needs and catered to them accordingly. This is really important to me and I know.”
“Nigel has been my financial advisor since 2015, when I was still a university
Koh Jia LeiPharmacist at Watsons
student. Nigel is an eloquent and meticulous financial advisor who consistently
gave me quality advice to suit my current financial needs. I am pleased with his
effort in establishing and maintaining good rapport throughout these 3 years and
I would like to commend him for his superlative work.”
“Nigel goes above and beyond as seen in his policy summary preparation (of my
Oliver ZhangAccountant at Sportsmaster Operations
existing non-AIA policies) and he has answered my queries promptly. Our
planning session also felt relaxed and I did not feel pressured to take any
policies. As such, he has proven to be an approachable and dedicated agent.”
“Nigel is a trustworthy advisor who takes effort to understand my needs and
Jason Yap
goals. Thank you & keep up the good work!”
“Great experience with Nigel Wong from Odyssey! He is friendly, sincere & honest
Joanne Kah Yan
with sharing a lot of interesting financial planning ideas & effective solutions to
manage my financial profile. I would definitely recommend speaking to him if you
need any financial advice!”
“Nigel has been a very patient advisor and constantly looking out for his clients and his friends in seeking suitable plans and having the best intentions for their well-being.”
Yap Hong WanDoctor
Nigel Wong
BBA, CFP®, ChFC®/S
Financial Services Manager
My Personal Story
Growing up, I was blessed to come from a family that was loving and also financially comfortable. I did not worry about my education, I could afford to learn new hobbies, and I rarely felt I lack much in life.
Therefore, I joined the Financial Planning industry initially as a challenge during my University days.
I saw it as an opportunity to grow and start taking on responsibilities as a young adult, even though I didn’t need the additional finances then. Also, this industry was still a taboo to many. Therefore it was a great place to put myself out of my comfort zone.
However, what I did not expect was for my growth journey to happen so soon. And this happened through the passing of a close friend of mine.
When my grandmother had passed away when I was 18, I was sad at losing someone whom I loved dearly. There were regrets that I had not spent enough time with her while she was healthy. But given the circumstances, I was able to let go more easily because of my grandma’s old age and dementia.
Her time was up, and she was freed from suffering.
But I only realised how fragile life was when Gloria (not her real name), a university friend, passed away suddenly. She was a young, cheerful & bubbly young lady who always brightened up everyone’s day.
She was in perfect health, had a promising career and life ahead. However, an unfortunate car accident snatched her away from this world, leaving all her family and friends shocked.
At the wake, I personally witnessed the grief her parents went through.
Her dad’s face looked weary and exhausted from all the crying, yet he put up a strong front to greet us and thanked us for coming. He even told us, “Please help yourself to some food. It’s a little gift from my daughter for your thoughtfulness.”
Her mum was hunched over one of the tables sobbing and wiping away her tears. It was already the 2nd day of the wake, 4 days from her passing. I would guess that she had not stopped crying for the past 4 days.
I could only imagine the pain a mum and dad would have to go through, having to see their child go before them. Not being able to watch them grow old and have kids of their own. And no longer having their beloved daughter to take care of them when they are old and weary.
This incident made me realise how unpredictable life was, and how unprepared many of us were for it.
The worst thing, I had just only just met Gloria a few of months back to discuss her insurance plans. We had planned to meet again once she had started working. And she was only 2 weeks into her career when she met with the unfortunate accident.
It was at this point in my career that I realised the amount of responsibility I carried as a Financial Planner. I was forced to grow up fast.
It gave me the assurance of what I was doing and the negative stigma that I myself had harboured towards insurance planning was fully removed. Had I been quicker to get my friend insured, I could at least have ensured her parents had something. At least they would have had more financial support to tide through their old age.
As a consultant, I am entrusted with an uphill task of influencing people to make the tough but right decisions. These decisions might not be easy for them, in fact, most find it uncomfortable having to pay a premium.
However, I’ve realised that it is my responsibility to show them that doing so gives their family a bedrock of protection. And it’s this protection that makes Life’s Adventure safer and more peaceful – to do what is necessary for those you leave behind.
I believe that when an unfortunate event happens to an individual, it’s the rest of the family that struggles and grieves.
I’m here to ensure that your family is able to cope if anything were to happen.
Testimonials
Read More About What Others Have To Say About Nigel
“Nigel is a very dedicated advisor and a caring friend. I really like how he
Aw Yu XuanInvestment Banker at UBS
personalizes the plans for me and as a client, I am better able to visualize my
exact needs. This also provides transparency in the coverage, which really
differentiates him from other advisors. The hard work that he puts in to make
sure my needs are well taken care is the reason why I trust Nigel to be my
lifelong advisor.”
“Nigel is a trustworthy advisor and my financial planning partner. Personable and
Sean LingManagement Consultant at AT Kearney
thoughtful, he is open and transparent, working closely with me to craft my
financial journey. His knowledge makes wealth planning easy, and I am
comfortable entrusting my financial future to him. Always professional, it has
been a joy working with him over the past few years.”
“Meeting Nigel was a pleasant experience for me. He is competent in his delivery
Sean SuenEngineer at Evonik
of financial knowledge and continually make efforts to stay connected with his
clients. His professionalism serves as a pillar of confidence I have in him coupled
with the quality of his services. As a customer, I am satisfied with his services
extended to me. And as a friend, he has always been reliable and trustworthy.”
“Nigel is a knowledgeable and detailed consultant who cares about his client
Yong Ching KiatDevelopment Engineer at A*STAR
financial security. He provided advice in my short and long term financial
planning which benefit me a lot. He takes the time to really know my needs which
gives me every confidence that not just my financial goals are well understood
but also my comfort level. I feel safe and secured with his guidance and I
definitely recommend him to anyone looking for a financial adviser to guide them
through retirement.”
“Nigel is more than an advisor, he is also a friend. I trust him with my insurance
Victor LauManager at SPRING Singapore
needs and have absolute faith in his competence and commitment to my
financial well-being.”
“Nigel was very professional in explaining the various plans as well as catering it
Shannon TioMarketing Executive at Tiffany and Co.
to my current income level and needs. He also takes time to explain the details of
the plan, to ensure that i am fully aware of what i'm getting.”
“As one who is quite sceptical of insurance agents, I was impressed when Nigel
Daniel TangForeign Service Officer at Ministry of Foreign Affairs
made the effort to review my existing insurance coverage before highlighting only
the products that he felt would be relevant to my needs. Additionally, I appreciate
that he allows his clients to make their own financial decisions without applying
pressure on them to make purchases and is always on standby to address their
queries.”
“Nigel is a meticulous planner who gets to know you as a friend first and
Poon Jun BoonFreight Trader at BHP
introduces customised financial plans to fit your needs. My Risk reward appetite
is taken into account and realistic expectations were being set. With him as my
financial planner, I know my finances are secured and on track to meet my goals.”
“Nigel is my trusted advisor. By understanding my needs before providing advice,
Basil LeeEngineer at DSTA
he gives me the assurance that my financial portfolio and well being is in good
hands. There have been many occasions where I have had queries regarding
policies from other companies. Nigel has always responded promptly and
resolved these concerns. Pick him, as your trusted companion through life.”
“Nigel has been a fantastic partner in my financial planning process. Through his
Freddie TeoBanking Analyst at Bank of America Merrill Lynch
meticulous planning, I knew that the administration of my insurance policies is
always in good hands. More importantly, Nigel has never forced any unsuitable
recommendations on me but instead, spent the time to understand my financial
needs and catered to them accordingly. This is really important to me and I know.”
“Nigel has been my financial advisor since 2015, when I was still a university
Koh Jia LeiPharmacist at Watsons
student. Nigel is an eloquent and meticulous financial advisor who consistently
gave me quality advice to suit my current financial needs. I am pleased with his
effort in establishing and maintaining good rapport throughout these 3 years and
I would like to commend him for his superlative work.”
“Nigel goes above and beyond as seen in his policy summary preparation (of my
Oliver ZhangAccountant at Sportsmaster Operations
existing non-AIA policies) and he has answered my queries promptly. Our
planning session also felt relaxed and I did not feel pressured to take any
policies. As such, he has proven to be an approachable and dedicated agent.”
“Nigel is a trustworthy advisor who takes effort to understand my needs and
Jason Yap
goals. Thank you & keep up the good work!”
“Great experience with Nigel Wong from Odyssey! He is friendly, sincere & honest
Joanne Kah Yan
with sharing a lot of interesting financial planning ideas & effective solutions to
manage my financial profile. I would definitely recommend speaking to him if you
need any financial advice!”
“Nigel has been a very patient advisor and constantly looking out for his clients and his friends in seeking suitable plans and having the best intentions for their well-being.”
Yap Hong WanDoctor
