The GW Financial Group was founded by Gary Wong in 2004 after his success as a Financial Consultant with one of the largest Financial Institution in Singapore. Backed with a Corporate career with SingTel and private equity investment background, he has extended his experience and knowledge to help retails and corporate clients to enhance their net worth and shareholder’s value through investments in insurance, trusts and other high yield instruments.

Our Difference

As more people call themselves “financial planners / consultants”, finding the right professionals to address your financial planning needs and corporate financial needs isn’t always easy. It is important to take your time when choosing a financial planning organization, and before making a decision, become familiar with the company’s business style and understand the level of services that we provide.

At GW, our commitment to ethical behaviour and adherence to high professional standards sets us apart from the rest of the league. We take pride to gather all necessary financial information about our clients before developing your personal financial plan

Experiences

Evidence of the testimonials given from our existing clients has given us good word of mouth referrals to extend our services across multiple industries, from education, construction, retail, Information Technology, Offshore Marine Services and pharmaceutical

GW has always placed an emphasis on helping our clients in generating better than expected rate of returns from their investments by matching clients risk profile with our analysis and prediction of market trends

Approach

The Financial Planning Process

Establishing and defining the client-planner relationship

  • Gathering client data including goals

  • Analyzing and evaluating the client’s financial status

  • Developing and presenting financial planning recommendations and/or alternatives

  • Implementing the financial planning recommendations

  • Monitoring the financial planning recommendations

We will define the scope of the work we are capable of providing, explain and document the services to provide, discuss the method of compensation and relay any other relevant information. We will work with you to determine your personal and financial goals, your tolerance for financial risk, and your time frame for achieving results.

 

Area of Specialisation

Institutional Investments thru hedge funds and private equity

We provide advice for high net worth individuals for private placements and support hedge funds in their acquisition of new targets

Corporate Advisory for Restructuring

The motto at GW that has created multiple winning formulas for our clients has always been “placing client’s interest first to forge a strong bond for mutual benefits thereafter”. Our advice and strategies has successfully help our corporate clients enter into new markets, rebrand themselves and climb new heights in their industry and achieve higher human labour productivity.

Qualifications of Staff

Our staff is qualified professionals in their own field of specialization. All of our planners achieve the AFCCM accreditation in order to provide competent and ethical advice to our clients. Each consultant is well versed with the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance for a minimum of three years. They adhere to strict code of conduct as recommended by known as IFP’s Code of Ethics and Professional Standards that sets out their ethical responsibilities to the public, clients and employers. Lawyers, auditors and tax consultants are enlisted to match the distinct needs of the client when needed.