CO WEALTH ADVISORY

Eugene Wang

CREDENTIALS

Senior Personal Wealth Manager | AIA Singapore Employee Benefits Specialist | Top New Consultant in AIA (Corporate Solutions) 2022 | Million Dollar Round Table (MDRT) 2023 | Top Corporate Solutions in CO Wealth Advisory 2022 | Top Rookie in CO Wealth Advisory 2023

ABOUT ME

I believe that a successful life requires the balance between Health, Wealth and Life. The journey to your financial success requires the joint effort of you and I.

I specialize in creating a smooth sailing financial journey through the planning of four phases - Wealth Creation, Wealth Accumulation, Passive Income Generation and Legacy Planning and to be the guardian of 10,000 Families & Dreams

On the other side, taking care of your business risk and employees and allow me to take care of them for you and be sure of the uncertainty of the market. While you focus on achieving your goals!

TESTIMONIALS

  • Efficient and straightforward!

    I met Eugene through my father, he was very efficient and straightforward with the plans available. Eugene recommended plans that were catered to what I need and my limitations. He was also upfront on what he thinks would and would not be suitable for me as a young working adult. He is also approachable and would get back with updates if there is any.

    I have an investment policy with Eugene and would definitely recommend him to my friends and family!

    Krystal Claire

  • Easy to communicate with!

    Hi Im fazullah ,

    I met agent Eugene Wang at bukit batok west mall at a Roadshow, im thankful that i met him on his service , he gave me alot of option to choose, he never forced me or pestering me take here and there ,

    Theres a time financially broke cant pay on that date itself , i ask him for help to extend the payment period , he extend the period gave me solution that wont burden me so much, it really helps!

    I took pro achiever 2.0 is like saving plans and some for my future needs.

    For me i will reccomend him to my relative and friend, people out there for especially the youngster who have start working give it a try , agent Eugene is on early 30s .easy to communicate

    Faz

  • He is the insurance agent of my husband’s company

    I met Eugene thru my husband as he is the insurance agent of my husband’s company. Eugene has been helpful to me in choosing the correct insurance that is suitable to my needs and at the same time fits my budget. I purchased the AIA Healthshield Gold Max AIA Max Vitalhealth. I can recommend him to my other friends.

    Corazon

  • Insightful Agent!

    Eugene Wang is my Ex colleague, I am thankful for his insights in helping me with my insurance policies I purchased a Hospitalisation plan with him and I would definitely recommend my family and friends looking for insurance or savings plan!

    Farid

  • No Hard Selling!

    I Met Eugene while working with NES. He's my corporate insurance advisor. He has been a great support for me and my contractors!

    He helped me focus on plans that would help me and optimizing my plans I am very critical on insurance agents due to bad interactions in the past or even hard-selling. Eugene listens when i highlight the limitations I am looking for.

    I purchase AIA Pro Achiever investment plan with him.

    Would recommend my colleagues and friends. But subject to their need also!

    Zulhelmi

  • Very Responsive!

    I knew Eugene when i was working for my company, as his was taking care of us for our employee benefits. I choose him to be my advisor when i met in a accident and he showed that he was very responsive and gave me very good advise on insurance matters. I'm very thankful that he has helped me during my times of need!

    Nazhairi

  • Cares about people!

    I met Eugene when we were in secondary school. Over the years, i’ve seen Eugene grow into such a wonderful & responsible person. Eugene has helped me with giving me advices for my policies & investments. I would recommend Eugene to all professionals as he is experienced and he cares about helping people!

    Douglas

  • My kilat K9 unit officer!

    I met Eugene in SCDF as my kilat K9 unit officer!

    I have a number of life (term) and hospitalisation policies with Eugene and i would share with my family and friends about him for their financial planning purpose.

    Thank you!

    Azhar

  • A hardworking person!

    I met Eugene more than 10 years ago. He is a hardworking person and shows a strong interest in finance. He has helped me set my financial goals in the short and long terms. He has also helped me study the gaps between my existing insurance policies and gave me very useful advice. I have bought the PLP and the SFR for my dad. I would recommend him to those who need help in reviewing their existing insurance policies

    Kenneth

  • A relational agent!

    Met Eugene through my fiancé and wanted to take a moment to thank Eugene for simplifying the world of insurance for me. He offered helpful advice and tips and info related to my personal finances/situation

    I have a AIA Pro Achiever 2.0 with Eugene and would recommend to my friends & family or anyone that would appreciate a relational agent!

    Aliah

  • Very Professional!

    Eugene takes care of my Employee Benefits in the company i worked for. He has been very professional since the day i knew him till now! I dont really understand insurances well, and he knows how to make financial planning clear and easy to understand!

    Shafiq & Family

  • "I felt very comfortable around him"

    No photo as im shy!

    I met Eugene thru my late husband, Eugene has helped me process my late husband's estate for our family.

    I choose him to be our family advisor because i felt very comfortable around him. I am very grateful that he has help me so much during the hard times of my late husband passing.

    Thank you Eugene!

    Janariah

ARTICLES WORTH READING