Our Vision: Transforming Careers, Enriching Lives! One Dream, One Team! ONE Wealth Advisory Group was founded in 2005. Our Core Values - Gratitude H.E.A.R.T.
1.
Our vision is to transform the career of financial practitioners to one that is professional, client focused and win-win for all parties. We seek to do this using a team-based approach in an open sharing, supportive and high trust environment. We also want to enrich their lives in the process in terms of purpose, prosperity and personal growth. ONE represents our principle of creating an Open Nurt
uring Experience (ONE) and a safe and trusting environment for our financial consultants to operate and excel in their advisory practice which they can in turn offer massive value and expertise to the market. It also represents us as a Business Unit comprises multiple branches with common values and purposes, coming together as ONE. Our BIG Why
We believe in offering financial literacy enlightenment experience, more unbiased financial advice and holistic solutions, to not only create provision for the future of our clients, but also to cater for the NOW to let them enjoy their lives. We want to help them achieve Total Freedom (Time, Financial & Lifestyle). With our ONE Wealth Advisory (OWA) Framework and Asset Consolidation & Enhancement (ACE) Framework, we strive to create Enlightened Millionaires through our work and expertise, both for our consultants and our clients, and to impact every person whom we come across in any possible way, ONE at a time! Gratitude - We appreciate effort and embrace a mindset of thankfulness, and acknowledging the value we all bring to our shared journey.
2. Humility - Embrace humility; remain open to learning and adapt readily to new ideas and changes.
3. Ethics - Demonstrate sincerity in helping people, practicing with unwavering integrity, and consistently prioritizing clients' interests.
4. Attitude - Uphold a positive mental attitude, consistently deliver our best, and foster a growth mindset both personally and professionally.
5. Responsibility - Take full responsibility and accountability for our actions and results.
6. Tenacity - Cultivate grit to overcome challenges and exhibit unwavering determination in the face of adversity. Our Team Dynamics Principles - H.A.P.P.I.N.E.S.S.
1. Harmony - Cultivate an environment of unity, where team members work together seamlessly.
3. Participation and Collaboration - Actively participate and foster collaboration within the team.
4. Pay It Forward - Acknowledge the support received in our careers by paying it forward to benefit others.
5. Initiate Communication - Initiate transparent and open communication within the team, promoting understanding.
6. Nurture Positivity - Uphold a culture of positive talk; provide feedback with compassion and constructive intent.
7. Encourage Growth - Encourage and support the growth of our teammates, fostering a collaborative and developmental environment.
8. Seeking Clarity - Seek clarifications when in doubt, ensuring clear understanding within the team.
9. Share Unconditionally - Share and actively contribute to the team, recognizing the synergy that comes from collective energy and resources. Our Services
We partner with multiple insurers, investment platforms, fund houses, wills & trusts companies, banks and strategic High Net Worth solution providers to create robust and efficient financial blueprints which evolve with the trends and ever-changing financial landscape. Our Know-how
With a combined experience of more than 150 years, we know what works and what donβt in the financial advisory industry. We have put in place systems, structures, tools and mentorships by award winning practitioners to enable our consultants to tap on the expertise, experiences and collective learning to improve their competencies and quality of work.
24/07/2026
Topic: Standing Tall for Life: Protecting Your Spine & Mobility.
Date: 29 July 2026 (Wednesday)
Time: 12:30PM - 1:30PM
Mode: Zoom
Neck and back pain are increasingly common across all age groups and many spinal problems can significantly impact quality of life. Join us to learn how prolonged screen use, poor posture, and even exercise habits can affect your spine. It also covers practical tips to prevent common neck and back problems and maintain long-term mobility.
Register with your financial consultants to find out more! π
17/07/2026
π Date: 23 July 2026
π Time: 7pm - 8.30pm, dinner & registration from 6.15pm
π Venue: finexis Office, Lv 1 Hybrid Space
Cyber-attacks, ransomware and social engineering fraud are no longer risks faced only by large corporations. They are increasingly impacting SMEs across Singapore.
Join us together with industry experts from Chubb Insurance & BytePlus, as we discuss:
β Emerging cyber threats affecting businesses
β Real-life ransomware & fraud case studies
β Financial and operational impact of cyber incidents
β How Cyber Insurance supports business resilience and incident response
Register with your financial consultants to find out more! π
15/07/2026
πCongratulations to June 2026 Top Consultant Achievers.
Top FC: John Chin π₯
2nd: Estelle Heng π₯
3rd: Matthew Koh π₯
Top Case Count FC: John Chin π
Top Rookie FC: Joadine Tan π₯
βIt is often the small steps, not the giant leaps, that bring about the most lasting change.β
δΈ Queen Elizabeth II
03/07/2026
Financial planning is ultimately about helping families turn dreams into reality. When dreams are clear and plans are in place, families can move forward with confidence.
Here's a short newsletter that expands on this idea!
29/06/2026
Congratulations to Shareen on achieving early MDRT 2027 in June!
Year after year, Shareen continues to demonstrate what consistency and commitment truly look like. Achieving this milestone once again early this year is a reflection of her professionalism, and perseverance to serving her clients with excellence.
Her steady growth and positive attitude remind us that success is built through small and consistent actions repeated over time.
A well-deserved achievement, Shareen! We're so proud to celebrate this milestone with you.
28/06/2026
A huge congratulations to Ian on achieving Double MDRT 2027 in June!
From achieving early MDRT to now reaching Double MDRT, Ian continues to build momentum with his dedication and consistency.
As a devoted father of two and the main provider for his family, Ian has shown that with purpose, discipline, and a heart to serve, a remarkable milestone can happen.
Your commitment to your clients and your family continues to inspire us and those around you.
Well done, Ian! Keep reaching new heights!
27/06/2026
A huge congratulations to Janice on achieving MDRT 2027 in June!
This milestone is a testament to your consistency, and the high standards you set for yourself year after year. You continue to show that success is built through steady effort, continuous learning, and the courage to keep growing.
As a manager and leader, you not only pursue excellence for yourself but also inspire and empower your team to become better every day.
With the ever-changing career landscape, here is an opportunity for parents that are looking for more stability in the uncertainty.
Join us for an honest conversation on work-life control, flexibility and building a career that allows you to be more present both at work and at home.
Register with your financial consultants to find out more! π
26/06/2026
A big congratulations to Jesse on achieving Double MDRT 2027 in June, based on April submissions!
In just a few short months with OWAG, Jesse has gone from MDRT to Double MDRT β an incredible accomplishment!
Her cheerful spirit, willingness to learn, and positive energy have made a meaningful impact on everyone around her. No matter how busy life gets, she continues to embrace every opportunity with enthusiasm for growth.
24/07/2026
17/07/2026
15/07/2026
03/07/2026
29/06/2026
28/06/2026
27/06/2026
26/06/2026
26/06/2026