Hello, I’m Dylan!

I help responsible, forward-thinking professional build peace of mind through purpose-driven financial planning.

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My Reason for Joining Financial Advisory

I chose to pursue a business in Financial Advisory after studying Psychology for 7 years. It was a big and bold decision, but deep down I knew that it had to be done.

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Areas of Expertise

Every individual’s financial journey is unique. Only after fully understanding your needs, concerns, and goals, will I offer a clear and tailored strategy to get you to where you need to be, eliminating the need for guesswork.

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Risk Management

Maximise your coverage so you're well-protected, without spending a cent more than you need to.

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Housing-Related Budgeting

Allow you to confidently plan, save, and buy your first home, with clarity at every step.

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Retirement Planning

Design a stress-free roadmap so you can enjoy life later without financial anxiety.

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Investment Solutions

Build professionally managed portfolios aligned to your goals, risk comfort, and lifestyle.

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Tax and Credit Card Optimisation

Reduce your tax bill and using the best credit cards strategically to stretch every dollar.

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Estate Planning

Simplify the distribution of your assets, so that your values and legacy live on.

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Don't Take My Word, Take Theirs!

https://widget.testimonialdonut.com/widget/6852f49f762bd55ceb28331c

My Passion Project - Adulting with Dylan

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Don’t Miss Out on Your Personal Upgrade

Join my Telegram community of over 250+ members to not miss out on exclusively curated Personal Finance content!

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I founded the Adulting with Dylan community with one goal in mind, to simplify the most common worries that we all have as adults. Here are some of my works:

Upcoming Webinar from The Adulting Gameplan

Topic: Picking the Right Stock Date: 21 August 2025 Time: 8pm - 9pm Platform: Zoom

Schedule a Strategy Call

Let’s Work Together!

If you're interested in working with me to free up more time, money, and headspace in your daily life, please use my contact form.

Ong Lip Khuan, Dylan

Million Dollar Round Table AIA HNW Prestige Club Associate Estate and Planning Practitioner

https://tally.so/r/nPJDr5

Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.