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You are here: Home / Videos / About Wilfred Ling

About Wilfred Ling

21, October 2018 by Wilfred Ling 5 Comments


Wilfred Ling is a Financial Counsellor and Money Coach. He provides fee-based professional financial planning services to any individuals living in Singapore.

His main area of competency is financial planning and his fees are transparent. If you like transparency, he would like to meet you in person.

He holds the Chartered Financial Consultant® designation and is a CFA charterholder. With 15 years of financial planning experience, he is a well sought-after financial planner.

He has helped reduce retirement age of many of his clients by up to 20 years, achieve their dreams of having multiple properties and thus allowing his clients to focus on what they really care about.

Do note that all articles and posts on this website represents the view of Wilfred Ling only. It does not represent the views of any institutions and companies.

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Wilfred Ling holds the Chartered Financial Analyst designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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Wilfred Ling holds the Chartered Financial Consultant® designation. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.

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Filed Under: FAQs on Wilfred Ling's Financial Services, Videos

Comments

  1. Anonymous says

    24, May 2015 at 10:36 pm

    Hi, I am executive working for (deleted by moderator). I would like to use your services for the following areas:

    1. Children education : My daughter is going to UK from sep’15. Would like to know whats the best method to plan to pay for her education from Singapore
    2. Investment: I have apprx.$500K cash for investment. Would like to know bets options that can give me 6 to 8% return. Secondly, I want to go for home equity linked credit line ( property valuation $3.9MMm, outstanding loan $2.9MM). Would like to use the credit line for safe investments
    3. Estate planning
    4. Mortgage insurance

    Let me know if we can meet later this week.

    (name deleted by moderator)

    Reply
    • Wilfred Ling says

      25, May 2015 at 7:43 am

      I have replied to you via email.

      Reply
  2. Daniel says

    21, August 2017 at 6:14 pm

    Hi,

    I have a quick question on CPF, if my contribution exceeds the $31K stipulated (in 2015), then what happens to the excess funds that I have, would it be returned back to me, or would it go into the OA?

    Say for example, my annual contributions (from both employer and myself) exceeds the $31K, then what happens?

    Reply
    • Wilfred Ling says

      21, August 2017 at 6:21 pm

      There are situation which it is possible to exceed the annual contribution limit. You’ll have to ask CPF to clarify since I do not have any of your personal information.

      Reply
  3. Jason says

    6, December 2017 at 11:03 pm

    How can the young people start preparing for their retirement in their 20s.

    Reply

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