Daniel Toong

Wealth Manager

MAS Rep No: TWY300606220

Languages: English, Mandarin

Industry Experience: 5 years

danieltoong@phillip.com.sg

ABOUT ME

Daniel’s investment approach combines the structure of Modern Portfolio Theory with the patience of value investing. Risk is managed through diversification, while technical analysis is used to enter positions when markets offer attractive, discounted prices. Beyond investments, he takes a holistic approach to financial planning, aligning portfolios with family goals, risk management, and long-term security. As a father of one, Daniel values quiet, sustainable wealth and works closely with lawyers and specialists to ensure thoughtful, coordinated decisions. Always learning, he continuously refines his approach as markets and families evolve.

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account (Unit Trust Only)

Individually managed discretionary investment portfolios with Unit Trusts as underlying assets, beneficially owned by individual investors.

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

TESTIMONIALS

Daniel is a highly professional and dependable finance manager who consistently delivers timely, clear, and well-thought-out guidance. His depth of financial insight, paired with a calm and thoughtful approach, makes even complex financial matters easy to understand and confidently manage.

Cao Jin Wei (Ph.D)

Client

Feb 2023

I started working with Daniel at the very beginning of my career, when I had little investing experience. He introduced me to a disciplined dollar-cost averaging strategy, which helped me invest with confidence and consistency. With Daniel’s guidance, I have achieved an overall return of around 30%. More importantly, Daniel is professional, responsible, and genuinely passionate about investment and wealth management. He always provides clear, thoughtful advice and puts clients’ interests first. I highly recommend Daniel as an investment advisor. Five-star experience!

Li Wen Long (Ph.D)

Client

Feb 2023