Me & My Money

Spreading the word on holistic planning

Mr Ronald Wong, seen with his wife Joycelin Ang, adopts a diversified asset allocation structure comprising core and non-core allocation in investment assets, with a global-macro perspective.
Mr Ronald Wong, seen with his wife Joycelin Ang, adopts a diversified asset allocation structure comprising core and non-core allocation in investment assets, with a global-macro perspective.ST PHOTO: GAVIN FOO

Entrepreneur wants to engage consumers and financial advisers, raise industry competency

Financial adviser and entrepreneur Ronald Wong wants to equip other financial advisers and consumers with knowledge on holistic financial planning.

Mr Wong, 42, is the owner and managing director of Financial Perspectives, which conducts the Certified Financial Planner (CFP) certification education programme and provides customised financial training seminars and courses for financial institutions.

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A version of this article appeared in the print edition of The Sunday Times on August 12, 2018, with the headline 'Spreading the word on holistic planning'. Print Edition | Subscribe