“The secret to wealth is simple: Find a way to do more for others than anyone else does. Become more valuable. Do more. Give more. Be more. Serve more.”

- Tony Robbins, Money Master the Game: 7 Simple Steps to Financial Freedom

David Pong

David GEsolo9Feb649

David Pong

Senior Financial Consultant, Financial Services

PSW200097100

Backstory

Do you ever dream of spending your days doing what you want? Do you visualize spending your money how you please, without stress or worry?
Indeed, achieving financial freedom is a dream for many of us, but getting there can seem out of reach. Sometimes it’s hard to know where to start.
If your goal is to achieve financial independence, you’ve got to start taking steps to achieve your goal – right now.

Money is an important part of financial freedom. But it’s simply a vehicle to pursue living your best life. You can always make more money but you can’t make more time. Knowing this distinction can help you build wealth in a way that frees up your time so you can be truly wealthy.

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Achievements

2-year MDRT member & IDA member

Million Dollar Round Table A prestige award for the top financial practitioners in the world. A Career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.

International Dragon Award promotes the pursuit of a high-quality life, professionalism, upholding of moral integrity, establishment of professional practices to preserve dignity in the career and industry, and creating the best environment for the practice of the life insurance business.

Professional Qualifications

AEPP® (Associate Estate Planning Practitioner)

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How can I help you

Services

Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.

Protect

Personal Finance Advisory Service

All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.

Build

Personal Finance Advisory Service

We also give our client a piece of mind, by ensuring that their dependants are taken care of, in the event of their demise. Our financial consultants are trained in Estate planning and are able to provide professional advice and plan for proper transfer of assets through Wills & Trust. We structure Universal Life policy to enhance retirement and create a meaningful legacy.

Transfer

Personal Finance Advisory Service

Business succession is a vital, yet often overlooked part of a long-term business strategy.

We understand the significance of a good business succession plan to protect your business when unexpected tragedies impact your key executives. This ensures the uninterrupted flow of business with cash compensation and the certainty that your business will survive with its key employees.

Business Succession

Business Advisory Service

Hiring and retaining talent are keys to any organisation's success.

An organisation that genuinely cares for its employees is one that will be appreciated by their talent, as employees know their well-being is being taken care of by their employer.

Attract and retain dedicated talent to your company with employee benefits and see your company's existing talent nurture and grow within your organisation.

Employee Benefits

Business Advisory Service

Business security plays a critical role in ensuring uninterrupted and smooth operations. However, even with extreme cautiousness, that is still insufficient. You need to foresee and implement strategies to mitigate the potential damages and/or losses caused by unforeseen circumstances.

Commercial Business Insurance

Business Advisory Service

David Pong

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