Shanne's specialism01Estate planning
Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.
All team members
REP NO. WSK100051271
REP NO. WSK100051271Associate Directors · Affinity Group
ShanneWong
Associate Director (Private Wealth)
Private WealthRetirement PlanningInvestment PlanningLegacy PlanningMDRT · COT
Shanne graduated from NTU with a degree in Accountancy and has been in financial advisory since July 2003 — more than twenty years spent watching the industry evolve and guiding clients through every stage of it. An Associate Director (Private Wealth), she has qualified for MDRT three times and Court of the Table five times, most recently in 2024, 2025 and 2026 — recognition she credits to the continued trust of clients she has grown alongside. Whether they are planning for retirement, growing investments or seeking more control over their money, Shanne makes managing finances feel clearer and more rewarding — grounded in experience, honesty and a focus on what matters most to each person.
“Every client has a story. Good advice begins by understanding it.”
In Shanne's words
WA +65 9180 5564shanne.wong@infinityfa.com.sg
Credentials & recognition
Two decades of proof.
Shanne's designations and industry honours — every one of them earned since starting in 2003.
Million Dollar Round Table
3× MDRT · 5× Court of the Table8 qualifications · 2007–20262007MDRT
2020MDRT
2021Court of the Table
2022Court of the Table
2023MDRT
2024Court of the Table
2025Court of the Table
2026Court of the Table
5× Court of the Table3× MDRT
In Shanne's words
Every client has a different storyDifferent dreams, responsibilities, priorities and concerns — good advice begins with understanding that story
I have spent more than 20 years in the financial services industry, and over that time I have had the privilege of meeting people from all walks of life — young families building their future, professionals growing their wealth, and clients preparing for the next chapter of their lives.
I believe financial planning is about understanding what matters most to you, and then putting the right strategies in place to help you achieve those goals with greater confidence. There should never be a one-size-fits-all solution. My role is to help you make sense of your finances, identify the gaps and opportunities, and build a strategy aligned with your priorities.
Areas of advice
Financial Protection PlanningLife & Health InsuranceCritical Illness PlanningCareShield Life & Long-Term CareRetirement & CPF PlanningInvestment & Wealth PlanningEstate & Legacy PlanningBusiness Protection PlanningEmployee Benefits & Corporate SolutionsEducation PlanningHigh-Net-Worth Planning
Media & press
Shanne in the spotlight.
Featured conversations, testimonials and coverage — a closer look at how Shanne shows up beyond the meeting room.
How we can help
Conversations Shanne can guide you through.
Shanne specialises in estate planning, retirement planning and investment management, and is backed by specialist pathways across the branch for everything else.
Shanne's specialism01
Shanne's specialism04Retirement planning
CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.
Shanne's specialism05Investment management
Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.
Shanne's specialism06Tax planning & optimisation
Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.
02Insurance advisory
Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.
03Personal financial planning
One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.
More of the team
