Wilfred Wong AWM GROUP Start a conversation
ADVISORY · LEADERSHIP · LIFE
Wilfred Wong smiling at an awards celebration

EXECUTIVE DIRECTOR · AWM GROUP
FOR CLIENTS AND FUTURE ADVISORS

A clearer future starts with a conversation.

Whether you are making decisions about your finances or exploring a career in advisory, Wilfred believes good conversations begin by understanding what matters to you.

I am looking for advice I want to join the team
Executive Director, AWM Group
Authorised representative of AIA Financial Advisers
2017Entered financial
advisory
2020Financial Adviser
of the Year
2024–25Top of the Table
recognition
VIEW PROFESSIONAL PROFILE

01 / THE STORY

It started with a better question.

Wilfred Wong seated in a navy suit
Wilfred WongExecutive Director
AWM Group

What would good financial advice look like if it began with people, not products?

Wilfred entered financial advisory in 2017 after planning for his own parents’ retirement. That experience opened his eyes to the gap between what people need to know and what they actually know. He became a director in 2020 and now focuses on developing the next generation of advisors.

His approach starts with each person’s strengths. He wants advisors to grow in a way that fits who they are, while raising the standard of needs-based planning for the people they serve.

Read Wilfred’s AWM profile
01People before products
02Strengths before scripts
03Success with room for life

02 / RECOGNITION

The milestones
along the way.

A track record across personal advisory, industry recognition and leadership.

Wilfred presenting a retirement planning framework to an audience
IN THE ROOMSharing what he has learned.
01 / 2017 · THE BEGINNING

The question that started it.

Planning for his parents’ retirement made a gap clear: people needed a better understanding of financial planning. Wilfred entered advisory in 2017 to help close it.

AWM PROFILE ↗
02 / 2020 · INDUSTRY RECOGNITION

Financial Adviser of the Year.

Wilfred received the Financial Adviser of the Year award at the Asia Trusted Life Agents & Advisers Awards. He also became a director in 2020.

AWARD SOURCE ↗AWM PROFILE ↗
03 / 2021–23 · LEADERSHIP

Recognition across advice and leadership.

Court of the Table in 2021–23, AIA FA Top Director in 2022, and AIA FA Top Senior Director in 2023.

COT YEARS ↗2022 AWARD ↗2023 AWARD ↗
04 / 2024–25 · TOP OF THE TABLE

A new level. The same belief in people.

Wilfred’s AWM profile lists Top of the Table recognition in both 2024 and 2025. His focus today remains on helping advisors grow around their strengths and serve clients through needs-based planning.

AWM PROFILE ↗

03 / FOR CLIENTS

Financial planning that starts with your life.

Wilfred works with individuals and families who want a clearer view of their finances and the decisions ahead. The first step is a conversation about your goals and concerns.

Start a conversation
01

Understand where you stand

Review your financial priorities and the questions you want answered.

02

Plan for what matters

Talk through protection, wealth and the choices that fit your circumstances.

03

Prepare for the years ahead

Explore retirement and legacy planning with a longer view.

FROM CLIENTS

In their words.

“His professionalism and genuineness impressed us and he gave us very practical advice that was much needed.”
ChandanTeacher
“Wilfred treats every client like his friend, planning with their best interests in mind.”
JansenArchitect

04 / FOR ADVISORS

A practice that works.
A life that fits.

Wilfred’s advisor-focused guide and community are designed to help you look more clearly at the parts of your practice that need attention, from how you position yourself to how you create conversations that count.

Explore the Blueprint

The interest form asks about your advisory background and current challenge. Submitted challenges may be discussed anonymously in Wilfred’s Telegram channel.

Cover of The Infinite Advisory Blueprint by Wilfred Wong
THE FIELD GUIDEThe Infinite Advisory BlueprintWritten by Wilfred Wong
THE WORK BEHIND THE WORK01 / 03
01

Find your position

Get clearer about who you serve and why your approach matters.

02

Build your rhythm

Examine the prospecting habits and systems behind consistent activity.

03

Elevate the conversation

Reflect on the advisory process, the client experience and the way you lead.

GROWTH WITH INTENTION, NOT JUST INTENSITY.

05 / THINK WELL PODCAST

The human side of high performance.

In Think Well, Wilfred opens conversations about leadership, energy and wellbeing: the parts of success that numbers alone cannot tell.

Explore the show on Spotify
WITH WILFRED WONG ✳ THINK
WELL. THE HUMAN SIDE OF GROWTH
START LISTENING 01Talking Fitness: The Lies We’ve All Been ToldEnergy and consistency for busy professionals 02Talking Mental Health: The Conversations We All NeedEmotional wellbeing and stress
Ascendance book by Caleb Tay and Wilfred Wong

ALSO BY WILFRED

Growth beyond
the numbers.

Wilfred co-authored Ascendance with Caleb Tay, a guide to the mindset, skills and tools behind personal and professional growth.

Explore Ascendance

THE NEXT CONVERSATION

Where would you
like to begin?

Choose the conversation that fits where you are now.

Talk about financial planning Explore the advisory team