Alex Chan, Wealth Manager I have had the opportunity to work alongside Ken for a few years now in CO Wealth Advisory. Through his guidance & mentorship, I've witnessed the dedication, meticulousness, compassion & drive to help every client.
The 3 key qualities that makes a good Financial Planner: "Responsive", "Reliable" & "Customer first" Ken possesses them all. Moreover, keeping things simple (financial jargons) & fun for every individuals he meet. Ken has been in the industry for the past 8 years & counting, just a sincere and positive person who is capable of looking at things from a different angle.
I've had the privilege for a couple of joint field works with Ken over the years.
As Ken's specialisation is in Retirement (not limited to), I'm in awe, especially in the beginning of my career, seeing the way he interacts and taking the time to understand individuals planning for their retirement, eventually aiding several clients to have their very own bespoke 'Private ATM' which will pay them during their retirement years.
I will have to point out the professionalism and competency he exudes. All in all, an endearing Senior Personal Wealth Manager.
Truly blessed & proud to have Ken as my friend, my brother, my mentor.
I strongly believe everyone needs such an individual in their life, especially more so in this industry and country.
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