“As an international couple, we were looking for a advisor who could help us put together a tailor-made retirement plan that fits our somewhat complicated cross-border financial picture. Wilfred Ling is just that person: a patient and caring partner who takes the time to understand our needs and create a plan we are comfortable with in the long term. ”

“ Before we met Wilfred, none of the advisers I met were able to provide a holistic analysis of our financial health and able to address both short-term and long-term retirement goals. I would recommend Wilfred because he is professional and objective. He is sharp and clear in his explanations and advice. Moreover, he is highly meticulous in his analysis and recommendations. He reminds us to focus on our long term goals and guides us in seeing the big picture to enable us to make better decisions.”

“During the first few meetings, Wilfred came across as an sincere, confident and knowledgeable financial professional. He was patient and thorough in understanding our background, aspirations and financial goals with us. No doubt these long sessions came at a price, we felt that it was money well spent. We had a clear and wholistic view of our current financial/insurance coverage/investment situation and could embark on a robust plan for our family's future.”