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Wong Yi Khai

Professional Title: Financial Consultant

RNF No: WYK300617497

Million Dollar Round Table (MDRT) - 2026
AIA Awards

AIA High Net Worth Prestige Club – 2026

Other Certificates

Certified Financial Planner (CFP®)
Institute of Banking and Finance Qualified (IBFQ) Level 1
[**Completion of CHFC01 + Manually Applied]
Institute of Banking and Finance Advanced (IBFA) Level 2
[**Completion of CHFC01-05e + Manually Applied]

I am not just a financial advisor for 5 years, I am also a Certified Financial Planner, driven by a commitment to provide holistic, people-first financial advice. I believe on investing heavily in my professional development, by being a Certified Financial Planner (CFP) and attaining a Specialist Diploma in Fund Management.

Over the past five years, I have built my practice on the belief that financial planning is never about products. It is about delivering quality advice, understanding personal circumstances, and crafting solutions that truly fit. Everyone needs financial planning, but not everyone needs products, and not every product suits every individual. This philosophy guides my work in retirement planning, insurance planning, wealth accumulation, and personal risk management.

I serve a diverse range of clients, from students and young professionals to families and pre-retirees, tailoring structured strategies with clarity and empathy. My pursuit of continuous learning led me to specialise further in estate planning, where I became a certified Will-Writing Consultant. This allows me to extend my value beyond insurance and provide a seamless approach that includes will writing, legacy planning, and long-term financial security.

With a strong belief that advice should always be people-centric, I continue to upskill, refine my craft, and deliver guidance that safeguards my clients’ futures and legacies.