Simon Wong
MBA, CFP, CLU, CIM, FCSI, PFP
Simon’s expertise lies in distilling complex financial concepts into clear, actionable insights, which form the foundation of his Financial Plans. He specializes in guiding individuals and businesses through the intricate landscape of finance, leveraging his vast knowledge and experience to enhance their financial success and stability.
Simon’s academic and professional qualifications, including an MBA in Accounting and a distinguished trio of designations—Certified Financial Planner, Chartered Investment Manager, and Chartered Life Underwriter—equip him to offer comprehensive and strategic financial advice. His career extends beyond traditional wealth planning, enriched by collaborations with leading asset management firms and a significant tenure at a premier accounting firm. This diverse experience enables him to adeptly serve a varied client base, from entrepreneurs and small business owners to seasoned professionals.
With a passion for writing, Simon has also transformed his professional experiences into an engaging narrative within his book. It merges academic rigour with practical financial expertise, making the complex world of finance accessible to a broad audience. In his practice, Simon addresses the multifaceted financial challenges faced by today’s business owners and professionals. He advocates for integrated collaboration among clients’ financial advisors, including lawyers, accountants, and bankers, to ensure a holistic approach to wealth management. Inspired by his extensive practical experience, his book invites readers to embark on a journey toward financial enlightenment, providing a comprehensive guide to robust financial planning.
