Ocean Pon is a Life-Centered Financial Planner and Financial Life Coach with CorePlus Advisory, helping professionals in their 30s navigate major life transitions such as getting married, starting a family, changing careers or starting a business.
Big life changes rarely come with a financial roadmap. Ocean helps clients get honest about where they stand financially today and clear about the purpose they want their money to serve. His approach starts from one belief: you can’t solve what you haven’t seen clearly. Clarity comes first, and the right solutions follow.
He knows this from experience. After a difficult financial chapter in his own life, finding Clarity is what turned things around, and it is the same process he now takes his clients through.
With over 10 years of experience in the financial services industry, Ocean holds a Bachelor of Science (Honours) in Actuarial Science from Universiti Tunku Abdul Rahman (UTAR) and is a Registered Financial Planner (RFP), Shariah RFP and Licensed Financial Planner. In 2026 he joined CorePlus Advisory to focus on Financial Life Coaching, believing that in the age of AI, clients need a more human approach to planning, not just numbers.
Ocean has been interviewed on 8TV and has given talks at universities. As an HRD Corp Accredited Trainer, he regularly conducts financial literacy webinars and talks for organisations.
His mission is to help people in transition find Clarity in their money and their life, so they can move forward with confidence.
This year, it’s my first year experiencing financial coaching, and it’s really an eye opener!
I get to learn about qualitative measures of money, better understand my perspective on money and my money script!
Looking forward to unfold more with Ocean!
尤其是孩子保单那一块,他直接帮我们把 Prudential、Great Eastern、AIA 三家做了很清晰的对比,一下子就把复杂的东西讲明白了(体感惊艳),我们也很快就能做决定。
更重要的是,这两次聊完,我和太太才真的有机会静下来认真讨论我们的财务方向。以前一直忙着工作,只想着多赚多存,其实没有认真想过要系统规划。
无论是保险、投资、理财、房地产,还是信托与遗嘱规划,Hai Yang 都能提供专业且全面的建议,是一位值得长期信赖的财务顾问。主要还是期待我们有足够多的产业可以找 Hai Yang 咨询。哈哈哈