Shannon Ong

Shannon came strongly recommended to us by a colleague who is also her client for investment and personal wealth management. We connected with her to elevate our corporate insurance strategy, and she has been an exceptional asset to our business. Right from the start, Shannon brought in deep local Singapore expertise and connected incredibly well with our team.

With her strong financial background and senior leadership experience in the corporate sector, she provides outstanding high-level perspectives. Effectively wearing the hat of a CFO — a role she mastered in her previous career — Shannon perfectly navigates the complexities of employee benefit offerings while keeping a sharp eye on managing ROI for the company.

Furthermore, her exceptional relationship skills have resulted in much stronger relationships with the insurers themselves, ensuring we get the best possible outcomes.

If I had to describe our relationship in a phrase, it would be "a trusted strategic partner." Thanks to Shannon's sharp commercial insights and proactive communication, we have total confidence in our corporate risk management.

I highly recommend Shannon — an award-winning member of IPP — and IPP as an entity, to any organisation looking for an elite adviser.

"If I had to describe Shannon in one phrase, it would be 'a caring big sister.'"

I first connected with Shannon through a referral from another IPP adviser when I wanted to take a more serious and structured approach to my financial protection. As I was turning 32, my goal was to build a comprehensive foundation covering medical expenses, accidents and critical illness, so that I would be better prepared for unexpected events in life.

The value of having proper protection became especially clear when my partner was diagnosed with early-stage rectal cancer. The critical illness coverage that Shannon had helped us put in place eased some of the financial pressure and allowed us to focus more fully on treatment and recovery.

Watching someone closest to me go through such a difficult chapter also made me feel fortunate and reassured that I had taken the necessary steps to put my own basic protection in place early.

She is professional and knowledgeable, but she also approaches our relationship with genuine care. I always feel that she looks out for me personally, rather than simply treating me as another client.

What I appreciate most is that Shannon consistently goes beyond the standard communication expected of a financial adviser. She thinks ahead about what we may need, shares relevant experiences and industry practices, and helps us consider situations that we may not have anticipated ourselves.

She does not treat this as simply a job or a transaction. Instead, she approaches it as a long-term relationship and acts as a lifelong financial coach.

The period following my partner's cancer diagnosis stands out the most. Throughout that difficult chapter, Shannon showed genuine compassion while remaining calm and composed. Her practical guidance and reassuring presence helped both of us manage a great deal of worry and uncertainty during an emotionally challenging time.

Today, I feel much more secure, protected and confident about the future. I understand that unexpected events can still happen, but knowing that a proper protection foundation is in place gives me valuable peace of mind.

What sets Shannon apart is her ability to combine professional expertise with genuine personal care. She does not stop at presenting products or completing paperwork. She thinks ahead, shares practical insights, and remains present when her clients genuinely need support.

That long-term commitment makes the relationship feel more like trusted coaching than a typical adviser-client arrangement.

I would absolutely recommend Shannon to anyone looking for an adviser who is knowledgeable, thoughtful, caring and committed for the long term. She helps people understand not only what protection they may need, but also why it matters. More importantly, she continues to support her clients when life becomes difficult, which is when the true value of a financial adviser becomes most apparent.

Please keep doing what you do. Your care, foresight and dedication genuinely make a difference in your clients' lives. I'm grateful to have you supporting us on this journey.