CO WEALTH ADVISORY
Lionel Wang
CREDENTIALS
Premier Financial Associate Authorised Representative of CO Organisation, AIAFA Singapore.
Employee Benefit Consultant | Wealth Accumulation Strategist | Income Protection Planner | General Insurance Concierge
ABOUT ME
Growing up, I experienced the heartbreak of friends passing away from early critical illnesses far too young and watched loved ones struggle with dementia.
Through these experiences, I saw firsthand how life can unfold—with or without proper insurance planning.
I began my journey as a pursuing psychologist with a heart to serve and empower others. Today, my mission goes beyond financial planning; but to encourage and support you through this journey called Life, so you can live the life you truly want.
TESTIMONIALS
Cheng Xiang
I first met Lionel when I was a teenager, struggling with managing money and not knowing where to start. He reached out to me at the perfect time and helped me understand the importance of planning my finances. Over the years, Lionel has been more than just an insurance agent—he’s been a mentor who genuinely cares about my financial well-being. He shares advice based on his own experiences, making complex concepts easy to understand.
What really stands out about Lionel is how much effort he puts into building real relationships with his clients. He takes the time to get to know you, your goals, and your needs, and tailors his advice accordingly. It’s clear he’s passionate about helping people, not just selling a product. I’m incredibly thankful for the guidance and support he’s given me, and I know I’m in good hands with him looking out for my future.
Anissa
As a consultant from Prudential, I’ve worked closely with Lionel to ensure that ours clients have the best support with their portfolio.
Many clients comes with multiple policies from different companies and that can be quite tedious for them to manage on their own. Together with Lionel, we have helped my clients to be up to date on policy changes & claims that needed a consultant to assist with from AIA. Working with someone likeminded allows me to provide my promise to my clients and Lionel have been of great assistance in many processes.
The patience & dedication he have shown through many encounters during our partnership have assured me that I will continue to work with him to allow my clients to have a well servicing consultant in AIA.
Huey Ching
I feel incredibly fortunate to have met Lionel when searching for an insurance financial consultant.
His expertise and personalized approach have made a significant impact on my financial well-being. He goes above and beyond to provide valuable insights and guidance, making complex matters easy to understand.
One thing I particularly appreciate is he grows together with you, and working together has been both productive and enjoyable.
I highly recommend lionel to anyone seeking a dedicated and knowledgeable financial consultant.
Damien
I've know Lionel for more than 10 years now, and he has always been someone that I fully trust and always reliable!
He has provided my family and I a peace of mind, helping us with protection and lesser worries knowing I am covered for the costs of hospital bills, medical treatments and financial assistance for my family.
One think I love about Lionel is his quick response, and he resolve issues and provides all the info and knowledge about insurance for me to make decisions.
He is also always very prompt in giving monthly updates and following up with me for review when I am too busy to manage my portfolio.
Afiq
We met up during secondary school time, we were close friends back then. He contacted me back and shared with me some useful information on insurance. So, I decided to meet up with him for more information.
After a few discussions, I decided to apply for insurance to cover myself if anything happens to me.
One thing I like working with Lionel is that he explained everything in detail and even for a future plan. Makes me feel safe and confident to work with him.
Jasson
I have known Lionel since our secondary school days, and we have remained close ever since. Lionel has always been honest and trustworthy since young, and one I can rely on.
I became one of his early clients when he started his career as a financial consultant due to his sincere and caring nature, always willing to assist me in my time of need.
Working with him has been a seamless experience; he is always responsive and readily available to address any queries I have.
Furthermore, Lionel has always ensured that my claims are processed promptly and efficiently whenever required.
I highly vouch for Lionel as a trusted financial consultant!
Wee Kang
We met through school, and clicked instantly as we had similar aspirations, goals and personalities.
He set me on the right path when I was down and distracted, pushed me to become a better version of myself when other friends had given up on me, and let me know about good insurance plans when appropriate.
Lionel was always there for me, and I can't ask for a better brother/consultant than Lionel. He is super easy to work with! I really appreciate him as friend and consultant!
Samantha Nair
I’ve known Lionel since school days and he’s very disciplined in terms of his ethics.
He’s been very kind and understanding in delivering what the client wants. And is also very efficient in responding to queries.
Lionel is very calm & composed when communicating.
Joen Lim
Lionel and I are longtime friends, and he is always there whenever I needed help and advice to the best of his ability.
I appreciate his passion in his work and towards understanding people, especially on a deeper level.
Ivan Soh
Lionel and I have been friends for years! Working with him has been a game-changer for my financial planning. I am definitely very greatful for him, he has surely value added to me.
I decided that Lionel was the right consultant to manage my family's portfolio as he understands my needs very well.
His expertise and personalized approach made me feel confident about my financial future.
I'm so grateful for his guidance! Thank you Lionel 🙂