About What We Do

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Wong Sai Yee

Hi! I am a qualified and licensed Financial Planner. I used to be an engineer, but then I discovered my interest in finance after attending a non-job-related training in my previous engineering firm. After leaving my company which I worked for 18 years, I decided to venture into the financial planning industry in 2014. Even though my career change into a totally different field, I still carry my DNA like an R&D engineer, which continuously study and research the solutions that best suit the needs of my clientele. With my 8 years of experience, I have helped more than 150 individuals and families who need proper and unbiased advice in their money matters. I believe in helping people, especially those who are not savvy financially. I feel great after resolving their financial worries and guiding them towards achieving their financial goals. In addition, I am also a certified HRDF trainer and has given numerous talks and training on personal financial planning to the public and various companies. 

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