
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
Awards
Professional Competency (Excellence) 2023
Business Builder (Jubilee Case) 2023
Star Award (Premier) 2023
Professional Competency (Prestige) 2022
Business Builder (Diamond Case) 2022
Star Award (Prestige) 2022
Business Builder (Century Case) 2021
Business Builder (Diamond Case) 2020
Business Builder (Century Case) 2019

