Senior Rockwills Estate Planner
(Franchisee Code. P3038001)
Senior Rockwills Estate Planner
(Franchisee code. 60202034)
Personal Assistant to Chong Mok Yong
Chong Mok Yong is a Rockwills Senior Franchisee (Franchise Code 3038001) and a Senior Rockwills Estate Planner for the past 19 years. He specializes in Will and Private Trust Services under the household brand of Rockwills and is fulltime in the business.
A qualified Registered Financial Consultant RFC (USA) and an Associate Estate Planner Practitioner (AEPP) under EPPL.
Chong Mok Yong operates two authorized Rockwills Service Centres (PSC), one office is located in Kuala Lumpur while the other one is situated in Melaka. To-date, his PSC have drafted few thousands Wills for his associates and other Rockwills estate planners.
An ex-bank Treasury and Capital Market Senior Manager with more than 18 years of Treasury and Banking experience, he was attached to various banks and finance companies before venturing into the estate planning business under the brand name of Rockwills.
With his passion, focus and professionalism in Will and Trust, he has helped thousands of his clients protecting their families and loved ones; their hard earned assets and business through a personalized, comprehensive Will or establishment of Private Trust. To-date, Chong Mok Yong has personally drafted a few thousands Wills and has set up many Private Trusts for his customers and appoint Rockwills Trustee Berhad as the Corporate Trustee in the Trust Deed.
By introducing Private Trust Services to his clients, the welfare of many family members of his clients are protected and they do not have to face financial difficulties or family contentions.
Currently, Chong Mok Yong is the recipient of Rockwills President 2016-19, the higest award in Rockwills. He is also and Rockwills Double Champion for 2016 to 2019 (Total personal sales and number of Wills). Many of his HNWI and multi billion businessmen and families with huge assets are able to preserve their business empire for generations when he proposed the proper succession structure like Labuan Foundation in Labuan, Private Trust Company (PTC) in Singapore and the 3-Generations Private Trust under Rockwills.
PERSONAL AND GROUP ACHIEVEMENT, RECOGNITION & REWARDS
Since 2001, Chong Mok Yong has been a consistent qualifier for almost all Rockwills annual awards and recognitions, below are some of them:-
A SUCCESSFUL LEADER AND MENTOR TO ’CMY GROUP’ IN ROCKWILLS
Over the years Chong Mok Yong has recruited many successful, active, effective, knowledgeable and quality estate planners. Many of his recruits are Rockwills ‘Rockstars’, ‘Rising Star Award’, ‘Golden Club Award’, ‘CEO Award’ or ‘Hall of Fame Award’ qualifiers. Below are some of them.
Under the leadership, mentorship with patience and passion together with the continuous training sessions conducted by Chong Mok Yong, it is a sure thing that each year more and more estate planners under his group qualify for Rockwills awards.
Some of the reasons for the successful stories of his associates is his dedication, passion, unselfishness to depart knowledge and his continuous training programmes planned all year round for his associates. However, the commitment, passion and focus from his associates are the other reasons for their success.
A SEMINAR SPEAKER
For the past 19 years, Chong Mok Yong is an active seminar speaker in Will and Trust. He is frequently been invited to conduct free talks on Will-Writing and Private Trust by companies, banks, big corporations, societies, associations, schools and homes. (Please refers to Gallery for photographs)
Some of the recent Will & Trust Talk Engagements are:-
AN INFORMATIVE BOOKLET ON WILL, PRIVATE TRUST & ESTATE ADMINISTRATION
To create awareness on the importance of a Will and PrivateTrust, Chong Mok Yong compiled an informative booklet with the title:- “The 88 Faq on Will-Writing, Trust & Estate Administration” in year 2003.
INTERVIEWED BY DJs CHUI LING AND KEN OF MELODY FM 103 ON 17/10/2017
Chong Chan Tung (Franchisee Code 60202034), A Senior and award winning REP in Rockwills. A young Rockwills Estate Planner who joined Rockwills 4 years ago. He is the son of Chong Mok Yong. Under the mentoring and guidance of his father, he is actively promoting Rockwills Will and Trust services in the state of Negeri Sembilan and Malacca. He can be contacted at 012 - 633 9368.
Me Chrisanne, the wife of Chong Chan Tung, joined Rockwills in 2015. A fast learner and have been active in the business promoting Rockwills professional services. She sees the need of a Will for everyone, irrespective whether he/she is young or old. This is to prevent family contentions and hardships to the surviving members of a family when assets are frozen upon the sudden demise of a person. She can be contacted at 018-919 2529.
Results speaks by itself. "The CMY Group" is one of the most successful and effective group in Rockwills. Under the leadership and mentoring of Mr. Chong Mok Yong, since he started recruitment in end of 2008. Within 9 years, "The CMY Group" has emerged as one of the top 4 groups in Rockwills and is now well-known of producing rookies in Rockwills.
The following are some of the qualifiers of Rockwills Golden Club, CEO Award and 100K Club members from his Group.
Ms. Jessie Ooi - An Accountant by profession. She achieved 100K Club Member and qualified Golden Club Award within 7 months after joining the group in 2009. Since then, she is always a yearly award winner in Rockwills. She was top rookie in 2009.
Mr. Lee Kok Yong - An Engineer by professional. Qualified Golden Club award within 8 months. Have written many 'Hall of Fame Wills' worth more than RM5,000. Top rookie in 2010.
Mr. Alwin Leow - A Civil engineer turned Rockwills Estate Planner. He is a consistent qualifier of 100K Club Member, Golden Club and CEO Awards. He is now a LLB. Done more than 108 Wills and achieved 103,193 of sales in 2012.Mr Alwin is the champion for the ‘Charmain Challenge Trophy’ in 2015.
Ms. Maya Soo - A businesswoman turned Rockwills Estate Planner. Qualifier of CEO Award within 1 year.
Ms. Lai Choy Har - An accountant, she is a consistent qualifier in 100K Club Member, Golden Club and CEO Awards for the past 3 years.
Ms. Evelyn Bek - From Malacca. Joined Rockwills in July 2011. Done 83 Wills in a 2012 and received 'Rising Star Award' in the number of Wills Category. Qualified for most awards in 2012.
Ms. Helen Tham - From Kota Kinabalu. Joined Rockwills in December 2011. In 2012, she achieved 102,015 of sale and is a 100K Club member; Golden Club and CEO Award Qualifier. She has done 61 Wills in 2012 and received 'Rising Star Award' in the gross sale category in 2012. She is a qualifier for the ‘Hall of Fame’ award.
Ms Carine Looi. One of the most consistent qualifier of Rockwills 100K Club member. She is one of the top franchisee in the State of Johor. Was an ex- employee of HSBC Bank M Bhd and consistently receiving the annual Golden Club and CEO Awards.
Ms Annie Hor. A financial planner who has good knowledge in estate planning. She has been consistently producing quality Wills and Trusts for her high net worth clients and is a qualifier of many ‘Hall of Fame” award.
Winson Tung Mun Yew. A young estate planner with good knowledge in financial planning. He has qualified for the CEO award within one year in Rockwills. He is active in promoting Will and have been actively organising Will Talk in Kalng Valley.
Sylvia Chang. A financial planner who always has the passion in Will and Trust. A qualifier of many ‘Hall of Fame Award’ for the comprehensive Wills drafted for her high net-worth clients4.
The success stories of the above mentioned Rockwills Estate Plannenrs (REPs) attributed much to the established and proven business operations model in the group and the passion and hard work of the REPs and mentor Mr. Chong Mok Yong. It is always a win-win situation for all careers minded REPs in "The CMY Group". Join the successful, premier group in Rockwills and choose the right mentor and be one of the top rookies in Rockwills.
If you want to excel in estate planning under the brand name of Rockwills, "The CMY Group" should be your preferred choice. The proven results speak by itself and are testimonial of Mr. Chong Mok Yong's effectiveness as a leader and mentor in estate planning in Malaysia.
On top of assisting new and existing REPs in the group, Mr. Chong Mok Yong also done well in his personal sales. He have qualified for most of the Rockwills awards and is a recepient of the highest awards in Rockwills ie. "The Chairman Challenge Trophy" (The top three REPs in Rockwills - number of Wills) and "Rockwills Challenge Trophy" (The top Three REPs in Rockwills - Personal Sale). His hand-on experience in Will and trust is an added assets for the group. Some called him 'The new Sifu' in Will and trust.
Check the facts before making your decision. Please do not be misleaded by certain quarters who merely 'blowing trumpet in the air' on recruitment of franchisees but with hardly any personal and group sales recorded for years.
To-date, Mr. Chong Mok Yong has more than 16 years of experience in Rockwills, he specialize in Will and Trust (No other financial products like insurance or unit trust!) and operates an award winning Rockwills Service Centre in Kuala Lumpur. With the support from an efficient and effective Service Centre and his effective mentoring, all his associates are quality, passionate, effective and knowledgeable REPs who are successful in their estate planning business.
Mr. Chong Mok Yong has associates all over the country, including Penang, Johor, Perak, Negeri Sembilan, Malacca, The Klang Valley, Sarawak and Sabah. His Group's established operations system supports those REPs outside the Klang Valley effectively and efficiently.
Please contact Rockwills Service Centre (Tel:- 603-7782 1993) or call Mr. Chong Mok Yong (HP: 012-303 9383) for more information on how to be a member of his dynamic, effective and successful group in Rockwills.