Wilson Ong is adept at many things, having once headed the business development of a multimillion-dollar project in an IT company at a young age. His secret to climbing up the ranks rapidly was his ability to convey complicated technical terms in layman’s terms. To date, this ability remains his forte in the insurance industry.

A candid and engaging person, Wilson truly enjoys sculpting connections with all kinds of people; most importantly ensuring his clients are financially secure based on their financial needs. His own ground rules are simple: “I plan for my clients the way I plan for myself.”

His upbringing helped shape his appeal to clients, having been sent for many different courses when he was young, such as fine dining etiquette. Being into health, fitness, and investments also contribute to his deep pockets of talents. These all add up as a value-add to his clients beyond the financial planning sphere – including simple things like unconventional gimmicks and enticing presentations. Wilson happily shares all these interests with his clients, swiftly building rapport when they happen to share the same passions. 

What people look for in financial consultants is what they can find in Wilson. His clients describe him as someone sincere and genuine in his approach. With his specialisations in medical and insurance protection as the groundwork, Wilson then moves on to savings, investments, and retirement planning.

TAGroup’s values of Growth and Genuine greatly resonate with Wilson’s own moral compass. “When you’re genuine, your clients will naturally refer you to somebody and come back to you for future needs.” 

In the ever-evolving financial and insurance landscape, Wilson’s drive makes him stay up to date with current financial trends that he then dispenses to his clients. 

He attributes this to Growth, preferring to always be on his toes and ever ready to render assistance and never remaining stagnant.