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Ken Goh

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Ken Goh
 
 
 
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Testimonials and Referral Notes

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Mr Koon, Technician

Thanks Ken for taking care of my family and my son for the past 5 years. This time I wanted to buy some insurance to make sure my loved ones will continue to sustain their lifestyle if something happen to me unexpectedly. He explained very clearly yet simple enough for me to understand. He is very friendly, able to connect well and understand my needs. He highlighted to me the Pros and Cons about the account and wasn’t pushy at all. I feel very comfortable that Ken is taking care of mine and my family’s finances. I will highly recommend Ken to anyone!

Chye Tiong, Engineer

I am glad Ken was able to fight for me my case to have my policies include critical illnesses coverage which most other Insurance Company had rejected. Now my family has the necessary protection should anything happen! Thank you!

Siew Hong Wei, 
Ex-CPFB Assistant Manager

I was approached by several agencies in the financial services industry, but what truly set CO Wealth and Ken Goh apart was his expertise in retirement planning. This aligns perfectly with my background in public service, as well as the mission and vision of CO Wealth Organisation. The comprehensive guidance provided by CO Wealth, alongside their focus on personal development, ongoing mentorship, continuous learning, and training programs, were key factors in my decision to pursue a career here. Their commitment to empowering professionals to make a meaningful impact truly resonated with me. Ken Goh is not only a knowledgeable financial mentor but also an inspiring leader with the "Ken Do" spirit. His passion for the profession and his ability to connect and motivate others make him an exceptional guide. I’m incredibly grateful for the opportunity to be part of Ken Goh’s team and CO Wealth. If you’re considering a career in financial consulting, I highly recommend joining CO Wealth. It’s more than just a job—it’s a rewarding, fulfilling career where you can make a real difference in people’s lives while growing both professionally and personally. And yes, there’s always room for a little fun along the way!

Ken

These are some of the wealth segregation ideas i work with and it guided myself, my clients and friends. Ultimately, it’s not so much about how much we earn, but it is about how we manage our finances. Thank you for giving me an opportunity to connect with you all.

Mdm Ho

Ken has been my financial advisor for the past 4.5 years (since 2019), and I cannot recommend him enough. In 2019, I was facing financial difficulties due to an insurance loan with Income. When I met Ken, his expertise in financial planning helped me not only repay my debts but also continue to invest and grow my money. He introduced me to various financial tools and took the time to thoroughly explain each policy, ensuring I understood every detail before making any decisions. Thanks to Ken’s guidance, I was able to clear the debts that had weighed me down for years, including the mounting interest payments. His support made a significant difference in my financial well-being. What truly sets Ken apart are the three key qualities that make him an outstanding financial planner: responsiveness, reliability, and a customer-first attitude. He is always there when we need help with insurance matters, and he responds to our texts and calls promptly—even when he's overseas. Ken’s dedication to his clients is unmatched, and he’s always available, even after office hours. Ken's genuine care is what makes him exceptional. On several occasions, he has visited us with snacks or even ordered something online to be delivered. I’ve never experienced such personalized care from any other insurance agent, who often fail to check in. Ken is different—he’s respectful, polite, approachable, and attentive. No matter how big the issue, Ken is always there to resolve it. He regularly checks in with us to ensure everything is going smoothly and asks if there's anything he can assist with. Ken has become more than just a financial advisor to us—he feels like family. We trust him completely, and his heartwarming nature has left a lasting impact on our lives. In recognition of his exceptional work, Ken was promoted to Senior Personal Wealth Manager. We couldn’t be happier for him—he truly deserves it.

CO Wealth Advisory

As I celebrate 10 incredible years in this empowering financial business, I feel incredibly fortunate to have found such an amazing group of friends and colleagues who continuously inspire and challenge me to grow. This journey has been about more than just professional success—it’s been about unlearning old mindsets, relearning new skills, and constantly evolving in an industry that’s ever-changing. This year, our team had the incredible opportunity to go on an overseas trip, where we not only bonded and had fun but also took the time to learn and grow together. It was a unique experience that combined both learning and leisure. We attended training sessions and workshops that deepened our understanding of the latest financial trends, strategies, and tools, while also exploring new ways to empower ourselves and our clients. Through this experience, I’ve come to realize that the key to success in this business isn’t just about financial knowledge—it’s about having a supportive team that encourages continuous learning and fosters an environment where personal and professional development go hand in hand. The friendships and connections I've made over the years are invaluable, and this trip served as a perfect reminder of the importance of collaboration, fun, and mutual growth in this industry. As we look ahead, I’m excited to continue this journey, surrounded by passionate, driven individuals who are committed to making an impact in the financial world while having a great time along the way.