Marcus Wong
Founder & Chief Financial Advisor
Phone:
Email:
Address:
11 Keppel Rd, #01-01
ABI Plaza, Singapore 089057
A Bit About Me
Marcus Wong is the heart and soul of Dollar Make Dollars. With over a decade of experience in corporate finance and private banking, he has the know-how to back up his advice. He holds an MBA from the University of London, and a BSc in Finance (Hons) from UTAR, giving him the expertise needed for top-notch financial planning and investment strategies.
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Marcus’s journey begin with a passion for helping the community understand finances better. He’s all about making financial advice personal and practical, ensuring everyone feels confident and comfortable. His friendly approach and dedication to excellence truly set him apart.
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At Dollar Make Dollars, Marcus focuses on financial inclusion and sustainable finance to help promote inclusive economic growth and achieve the Sustainable Development Goals (SDGs). He leads with the mission to make every dollar count. Whether you need a solid financial plan, investment guidance, or wealth management, Marcus is here to provide friendly, customized solutions just for you.
Work Experience
October 2023 - Current
January 2018 - October 2023
January 2012 - December 2017
In 2023, Marcus worked at the insurtech start-up Bolttech, where he used technology to make insurance more accessible and user-friendly. He focused on improving digital engagement and creating inclusive financial products, leading to successful digital platforms and significant user growth. Now, representing Prudential Assurance Singapore, Marcus continues to deliver personalized financial advice and comprehensive financial planning services. He helps clients with retirement planning, education savings, and tax optimization. Marcus is committed to financial inclusion and sustainable finance, making financial advice more accessible and effective for everyone.
From 2018 to 2023, Marcus worked with J.P. Morgan Chase and BNP Paribas in private banking, focusing on wealth management and investment advisory. He created customer-friendly financial products that garnered client satisfaction. During this time, Marcus also contributed to volunteering for community events like the Cha-Ching financial literacy program, teaching kids the importance of good financial habits. His work in banking and promoting financial literacy helped people with retirement planning, education savings, and investment returns optimization. Marcus's approach included personalized financial strategies, portfolio management, and risk assessment, making financial advice simple, accessible and practical.
Marcus started his journey in the financial world by working with boutique firms on mergers and acquisitions (M&A) and corporate restructuring for SGX-listed companies. He sharpened his skills in research and data analytics, helping to streamline financial strategies and improve decision-making processes. This period was marked by successful M&A deals and significant budgeting, laying a strong foundation for his expertise in financial planning, investment advisory, and wealth management.
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