Dylan entered the financial services industry with a mission – to challenge the misconceptions and redefine the value of financial advisory. He has empowered young professionals and pre-retirees with financial literacy, helping them make informed decisions for their future.
Within his first year in the business, Dylan achieved prestigious accolades, including AIA’s Prestige Wealth Manager and the Million Dollar Round Table (MDRT) qualification, placing him among the top 10% of financial consultants globally.
Holding dearly to the philosophy “Do unto others as you would have them do unto you,” Dylan believes in delivering advice with integrity, always prioritising his clients’ best interests. He takes the time to understand each individual’s unique financial needs and crafts tailored solutions—ones he would trust for himself.
Striving to be a one-stop resource for all aspects of personal finance, Dylan is dedicated to continuous learning and systemised efficiency. He consistently refines his expertise and business processes to provide greater value to his clients.
Dylan stays attuned to macro trends, ensuring both he and his clients remain informed. By strategically positioning investment portfolios, he helps clients free up time to enjoy life, travel, and cherish moments with loved ones.
As an Associate Estate Planning Practitioner (AEPP®), Dylan offers specialised expertise in estate and legacy planning. He helps clients safeguard their wealth and values, ensuring a lasting financial impact for generations to come.
If you resonate with Dylan’s vision, we would love to get to know you. Please contact Dylan at onglipkhuandylan@aiafa.com.sg!