Down-to-earth, humorous and deeply knowledgeable, Raymond serves 700+ clients with a 10-time IPPFA Chairman's Round Table record. A Chartered Accountant and CPA, he brings corporate financial expertise to every personal and business advisory engagement.
Raymond Wong brings a unique combination of professional accounting credentials and financial advisory expertise that sets him apart. Previously serving as Vice President at a major financial institution, he joined IPP Financial Advisers in 2008 specifically to practise truly independent advisory work where client interests, not product targets, come first.
As a Chartered Accountant (ISCA) and CPA Australia member, Raymond's analytical rigour ensures every recommendation is financially sound. His clients range from young professionals just starting out to senior executives and business owners managing complex financial affairs.
Featured on national television programmes including TV Moneyweek, Hello Singapore, and Frontline, Raymond is also a respected public speaker who translates complex financial concepts into clear, actionable guidance for everyday Singaporeans.
A collection of testimonials from Raymond's 700+ clients.
I have known Raymond for several years and find him helpful, knowledgeable, competent and fast to respond to my financial needs. He provides sound and professional financial advice through periodic reviews to benefit me and act in my best interest.
Raymond is very friendly, approachable and kind-hearted which makes me trust him and put my finances in his hands. He introduced plans that cover early critical illnesses and restructured my hospitalisation plan to suit my affordability. I truly appreciate his help.
We find Raymond friendly, helpful and knowledgeable on the financial plans that we need. Unlike past experiences with other advisers, Raymond is never aggressive and always listens to our needs. We would recommend him to anyone who wishes to achieve financial independence.
Raymond helped me review my current financial standing to plan for early retirement. The fact that IPPFA is not tagged to any specific insurer provides assurance of unbiased plan selection. I appreciate how he always accommodates mutually convenient meeting times.
Raymond possesses in-depth knowledge of plans across the market and always finds options that match our needs and budget. He has guided us through different stages in life, leading us to a much healthier financial shape.
Raymond is easy to reach as and when I need his support. He provides frequent updates on my investment and proactive advice whenever required. He automatically sends emails on new investment updates and promotions. I have recommended Raymond to friends as their adviser.
Being an adviser not tied to any insurance firm, I believe Raymond can recommend the most suitable plan available in the market. His retirement planning truly meets my needs and I would not hesitate to recommend Raymond to any friend who is interested.
Raymond's planning process is different from other advisers. He offers a more personalised service. He regularly follows up on my needs, advised on both low and high-risk investment options, and allowed me space to choose the right plan for myself.
Raymond is professional and very friendly. He thinks from his clients' perspective and helps them improve their finances. He has also advised me to attend relevant and useful events. I highly recommend Raymond to others.
Raymond is a patient listener and is transparent in explanation. He patiently explained my protection plans and what I lacked, and he never hard sells. Raymond is a trusted adviser you can confidently put your finances with.
Raymond has been my adviser on protection plans for the last 10 years. He patiently explains plans and does not hard sell, unlike others. He works out financial plans based on your personal requirements. I would recommend him without hesitation.
Raymond is a sincere, thoughtful and professional adviser. He provides sensible advice based on my personal preference for wealth planning and current financial status. He is knowledgeable and goes the extra mile. I will definitely recommend him.
Raymond is very patient when explaining complicated document wordings, making complex terms easy to understand. He is sincere and attentive throughout the entire process. I strongly recommend him to others.
Raymond is knowledgeable, friendly and keeps in touch with us regularly. He follows up on our needs, explains schemes well, and is always able to meet at a convenient time. He has given great suggestions for both health plans and investment options.
Raymond is patient in explaining various suitable plans and very responsive to queries. He listens to my thoughts, makes me feel comfortable, and I have benefited greatly from his recommendations. I would recommend him to others without hesitation.
Raymond is sincere in recommending plans that are beneficial to clients. He provides different options for consideration after understanding your needs. Patient, fast and responsive whenever you have queries. I would definitely recommend him as your adviser.
It has been a real pleasure working with Raymond over the years. From the time I got married up to today with 2 kids, he has been there to review my financial planning needs at every stage of life. I truly appreciate all his sound advice.
Raymond is a sincere adviser who holistically looks at what is lacking in my portfolio. After meeting with him, my early critical illness protection gap was addressed, giving me greater financial security and peace of mind.
Raymond is a very pleasant person and adviser who listens to what a client wants and offers various solutions to suit individual needs. Even after helping a client decide on the best investment, he continues to provide personalised, unbiased follow-up service.
Raymond is a very pleasant person and adviser who listens to what a client wants and offers various solutions. From the time I got married up to today with 2 kids, he has been there at every milestone to help. Truly a lifelong adviser.
Raymond has provided protection advice and financial planning since 2010. He works in a consultative manner, understanding his clients' requirements thoroughly and always acting in their best interest. I would highly recommend him.
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