Wealth Integrated Service Sdn Bhd

Both directors are integral to the running of the company. As the sole owners, the directors have a vested long term interest in the delivery of high-quality service and, as a result, the ongoing success of the company.

Mr Wong Kuok Chai (Director)
 B.Sc (Hons) USM, AFPM, RFC, Professional Estate Planner

Mr. Wong Kuok Chai has a degree in Business Studies and has worked in independent financial advice since graduation. His wide and varied experience includes advising wealthy individuals and their families, business owners and their businesses and trustees.

Mr. Wong Kuok Chai is highly qualified being one of the selected number of people who have attained the qualification of RFC (Registered Financial Consultants) from IARFC (International Association of Registered Financial Consultants) This is widely regarded as the 'gold standard' in professional financial planning.

 
Ms Sharon Ngan (General Manager)
B.Sc (Hons) USM, RFC, Professional Estate Planner

Ms.Sharon is responsible for the business development of the business as well as management of the office. This involves implementation of all financial matters, HR requirements and general duties on the non advice side of the business. She has a strong background in accountancy and finance which adds immeasurable value to the business.

Having many years of experience in providing financial solutions to many, she strives to leave a legacy in the industry. She is a busy working mum who enjoys spending time with her family.

Ms Ngan Siew Chin (H.O.D HR Dept)
AEPP, ACFP

Ms Ngan Siew Chin is an experienced Estate Planner. She specialises in estate planning for Businessmen, Young Families and Single Ladies.

Ms Allyson Wong (H.O.D Training Dept)
BBA( Hons), CFP,AEPP, PWW，LPA

Ms. Allyson Wong is an experienced financial planner who helps her clients to create, plan, protect & preserve family and business wealth.

Her strong ability to communicate with people from different financial backgrounds enables her to relay information clearly and in a manner that is easy to understand.

Her genuine passion to exceed customers' expectation and her attention to details developed into a commitment that provides competent and honest financial advisory services to her clients. She offers tailored financial plan in order to meet her client's financial goals.

Mr Tommy Thai (H.O.D Marketing Dept)
LPA, AEPP

Mr. Tommy is a professional estate planner who specializes in risk management and estate management. He has helped numerous individuals from all ages and backgrounds to have proper and comprehensive wealth planning. Having 7 years of vast experience, Tommy's golden rule is putting client's best interest first which sets him apart from others.

Ms Chew Sok Hooi (Estate Planner)
BSc(Hons), AEPP, LPA

Ms. Chew Sok Hooi is a licensed Life Planning Advisor and a registered Estate Planner. With a background in education and medical sciences, Ms Chew Sok Hooi establishes herself as a specialist in the integration of Will, Private Trust and Insurance. As a mother of two young children, she sees that comprehensive estate planning is essential and critical for all families.

Ms Priscilla Wong (Estate Planner)
LPA

Ms. Priscilla is a professional life planning advisor and an estate planner. Priscilla is a subject matter expert that specialises in the complexity of single parents dealing with minor children and their estate.

Her main areas of operations are in the heart of KL, Seremban and Johor Bahru.