WILFRED WONG / THE NEXT CONVERSATION

Start with a conversation.

Whether you have a financial planning question or want to explore life on Wilfred’s advisory team, choose the path that fits you.

01 / FOR CLIENTS

Talk about your plans.

Share the goals or concerns on your mind. Wilfred can help you decide whether a deeper planning conversation would be useful.

Message about planning Mention that you came from the website and want to discuss financial planning.

02 / FOR ADVISORS

Tell Wilfred about your advisory background and what you hope to build next. He can point you toward the right conversation or resource.

Message about the team Mention that you came from the website and want to explore his advisory team.