WL is an experienced estate planner and financial advisory professional specialising in estate planning, corporate insurance solutions, and SME business transformation. Holding the Associate Estate Planning Practitioner (AEPP) and Chartered Financial Consultant (ChFC) certifications, he is committed to helping individuals and businesses build strong financial foundations while preparing for long-term growth and legacy planning.

As an Enneagram Certified practitioner, William combines financial expertise with behavioural insights to help individuals and organisations make more intentional decisions, improve communication, and unlock stronger team dynamics.

Passionate about innovation, WL actively advocates for SME AI adoption, helping business owners understand how artificial intelligence can streamline operations, improve productivity, and create practical business advantages in today’s evolving digital landscape.

A firm believer in lifelong learning and community empowerment, he regularly organises educational workshops on estate planning, financial literacy, personality development, and AI for business.

Beyond his professional work, WL is a dedicated basketball enthusiast, drawing inspiration from the sport’s principles of teamwork, discipline, adaptability, and strategic execution.