Mr. Wilfred Ling's core competence is in comprehensive financial planning. To provide a holistic and comprehensive suite of financial planning services, the following is a sample list of products, services and solutions which the firm distributes:
| Company | Remarks |
|---|---|
| Navigator Investment Services Limited | Holder of Capital Markets Services and provides large range of unit trusts. |
| iFAST Financial Pte Ltd | Holder of Capital Markets Services and provides large range of unit trusts. |
| Financial Access Made Easy (FAME) – Phillip Securities Pte Ltd | Holder of Capital Markets Services and provides large range of unit trusts. |
| Rockwills Corporation Pte Ltd | Professional will writing company. |
| Rockwills Trustee Limited | Holder of Trust Business License. |
| AIA Singapore Pte Ltd | Insurance. |
| AVIVA Ltd | Insurance. |
| AXA Life Insurance Singapore Private Limited | Insurance. |
| China Life Insurance (Singapore) Pte Ltd | Insurance. |
| Generali International Limited, Singapore Branch | Insurance. |
| Friends Provident International Ltd | Insurance. |
| Life Insurance Corporation (Singapore) Pte Ltd | Insurance. |
| Manulife (Singapore) Private Limited | Insurance. |
| NTUC Income Insurance Co-Operative Limited | Insurance. |
| Old Mutual International | Insurance. |
| Tokio Marine Life Insurance Singapore Ltd | Insurance. |
| Transamerica Life Bermuda Ltd | Insurance. |
| Aberdeen Asset Management Asia Ltd | Asset Management |
| Allianz Global Investors Singapore Ltd | Asset Management |
| Amundi Singapore Ltd | Asset Management |
| Aviva Investors Luxembourg | Asset Management |
| BlackRock (Luxembourg) S.A | Asset Management |
| BNP Paribas Investment Partners Singapore Limited | Asset Management |
| Eastspring Investments (Singapore) Limited | Asset Management |
| Deutsche Asset Management Asia Ltd | Asset Management |
| Eastspring Investments (Singapore) Limited | Asset Management |
| Fidelity Worldwide Investment | Asset Management |
| First State Investments (S) | Asset Management |
| Fullerton Fund Management Company Ltd | Asset Management |
| Henderson Global Investors (S) | Asset Management |
| HSBC Global Asset Management (Singapore) Limited | Asset Management |
| ING Investment Management Asia Pacific (Singapore) Ltd | Asset Management |
| JP Morgan Asset Management (Singapore) Limited | Asset Management |
| Legg Mason Asset Management Singapore Pte Limited | Asset Management |
| Legg Mason Global Funds Plc | Asset Management |
| Lion Global Investors Limited | Asset Management |
| Manulife Asset Management (S) Pte Ltd | Asset Management |
| Natixis Global Asset Management | Asset Management |
| Nikko Asset Management Asia Limited | Asset Management |
| Old Mutual Global Investors | Asset Management |
| Phillip Capital Management (S) Ltd | Asset Management |
| Pimco Asia Pte Limited | Asset Management |
| PineBridge Investments Singapore Limited | Asset Management |
| Russell Investments Limited | Asset Management |
| Schroder Investment Management (S'pore) Ltd | Asset Management |
| Templeton Asset Management Ltd | Asset Management |
| Threadneedle Investments Singapore (Pte) Limited | Asset Management |
| UOB ASSET MANAGEMENT LIMITED | Asset Management |
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