Jonathan Wong

Wealth Manager

MAS Rep No: WZX300718406

Languages: English, Mandarin

ABOUT ME

Jonathan Wong is a Wealth Manager representing PhillipCapital. He is a member of The Wealth Stewards Group, a team managing over $90 million of assets for more than 400 families. He specialises in: (1) Helping clients to grow their investments efficiently and safely through a cost-effective, risk-adjusted, and diversified approach using Wealth Stewards' in-house model portfolios; (2) Helping to minimise overall cost of clients' portfolios while maximising protection and potential returns. The team's mission is to help clients achieve their financial goals and the life that they envision by providing ethical, mathematical and holistic portfolio advice.

MY PROFESSIONAL SERVICES

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