STRIVE FOR DISCIPLINE, FOCUS & GROWTH
Disseminate my insights and expertise in Estate and Financial Planning to a wide audience.
ABOUT
Hi there, I am Jessica Wong
With 14 years of experience in Estate Planning, I specialize in creating tailored solutions for seamless Inter-Generational Wealth Transfer.
I understand that Estate planning is more than just a legal process; it's a personal journey that reflects your unique values and aspirations. By working closely with you, I strive to create personalized estate plans that are tailored to your specific needs and circumstances.​
ACCOMPLISHMENTS
Chartered Financial Consultant (ChFC)
As a highly qualified financial professional with a rigorous certification, I possess a deep understanding of investments, retirement planning, estate planning, insurance, and tax strategies.
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I am equipped to provide personalized financial advice and guidance tailored to your specific needs and goals in Singapore.
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​I am committed to upholding the highest ethical standards and adhering to professional codes of conduct. I continually update my knowledge and skills to stay informed about the latest financial trends and regulations in Singapore. This ensures that I provide you with the most accurate and up-to-date financial advice.
Associate Estate Planner (AEPP)
As an Associate Estate Planner (AEPP) in Singapore, I specialize in helping individuals and businesses effectively plan for the transfer of their assets after their death.
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I have a deep understanding of estate planning concepts, including wills, trusts, probate, and succession planning. I can provide comprehensive advice on creating and implementing estate plans that align with your goals and objectives.
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In addition, I can assist with estate administration and probate matters, ensuring a smooth transition of your assets. I am committed to providing the highest level of ethical and professional service.
2020- Current
Vice- Chairman & Corporate Secretary of Boss Group Ltd
As the Vice-Chairman & Corporate Secretary of Boss Group Ltd, I play a pivotal role in overseeing the company's strategic direction and ensuring compliance with corporate governance standards.
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I am responsible for providing leadership and guidance to the executive team, while also managing the company's corporate secretarial functions.
My duties include advising the board of directors on corporate governance matters, ensuring compliance with regulatory requirements, and facilitating effective communication between the board and management.
CLIENTS
01
Burning Desire
To change the concept of financial planning and estate planning in the current world.
02
Key To Success
Maintain discipline, stay focused, and consistently push the boundaries of my comfort zone.