GRACE WONG
Senior Relationship Manager
Grace currently holds the position of Senior Relationship Manager. She graduated from SIM-UOL in 2016 with a Bachelor of Banking & Finance and joined the financial planning industry right after.
She is also endorsed with the Associate Financial Planner (AFP®), Associate Estate Planning Practitioner (AEPP®) certification and Million Dollar Round Table (MDRT).
Grace strongly believes in understanding the needs and wants of every client and providing unbiased solutions with sincerity and integrity
“Money Is A Great Servant But A Bad Master”
– Francis Bacon
RNF No: GWJ300394904
Million Dollar Round Table (MDRT),
Associate Financial Planner (AFP®),
Associate Estate Planning Practitioner (AEPP®)
Services:
⮞ Generational Wealth Creation
⮞ Enhance Cashflow
⮞ Automation of Portfolio
⮞ Risk Hedging
⮞ Estate Planning