Shawn Ong 王明德

Wealth Manager

MAS Rep No: SOM300058843

Languages: English, Mandarin

Industry Experience: 5 years

shawnong@phillip.com.sg

ABOUT ME

Shawn Ong is a Wealth Manager representing PhillipCapital. He is a member of Steward Wealth, a team managing over $65 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 Steward Wealth's 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

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

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

Shawn is a very helpful and thoughtful advisor. He helped me to increase my insurance coverage, while at the same time reducing my insurance premium payments with his unbiased and holistic planning.

Zhi Yong

Client

Feb 2022

Shawn is sincere and careful with his words. He is able to clear any norm presumptions and is honest with his motives of helping others to plan their finances. He is not pushy and allows clients to consider carefully to commit to any financial plans.

Logan Lee

Client

Dec 2019