Albert Ong - MBA, CFP®, AEPP®

ABOUT ME

I am a retired banker with experience in capital markets and corporate finance. I transitioned into personal financial advisory to stay meaningfully engaged and to help others navigate their financial journeys. As a trusted adviser to professionals in finance, public service, and the uniformed services, I guide individuals and families toward financial freedom through goal-focused strategies. My practice specialises in retirement planning, personal investments, and estate planning. I also serve on the investment committees of a charity and a non-profit, supporting the stewardship of their reserves. As a Chartered Financial Planner (CFP) and Associate Estate Planning Practitioner (AEPP), I offer not just technical expertise but a personalised, trusted approach—grounded in empathy, clarity, and practical guidance through every stage of life.