Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Ken Goh

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In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

Freedom from the money culture | Lynne Twist | TEDxBerkeley

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Proudly Brought to You I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
Ken Goh

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Testimonials and Referral Notes

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Ken

We believe that Enjoyment and Retirement is about having options. Which car to buy, where to travel to, which gifts to get for ourselves and loved ones. If we can’t even take care of ourselves first, how do we take care of others? With that, I hope i can bring you all one step closer to your goals through our discussion.

Lingges

i am happy and grateful that i have met ken i have learned alot through this session about how this plan could benefit my savings. Ken is a wonderful, friendly and cheerful human being his tone of speech is remarkable and clear such a wholesome person i must say, i hope people can benefit like how i benefited today through this lesson.

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.

Patrick

Grateful that my friends from CO wealth advisory have come to help me in my financial portfolio planning. It is good that through their patient and careful explanations that I have profited much in these current complicated financial situations. He is not pushy and very knowledgeable. Highly recommended! Do meet him.

Kernis

Known Ken via Little Bright Twinkle and was glad that ken was able to do a great financial portfolio to both myself and my kids without having to strain my finances. With that, i am goad that my kids have the necessary protection as requiredz really glad to have met Ken! Thank you!

CO Wealth Advisory

CO Wealth Advisory is a wealth management specialist district with an affluent High Net Worth platform that is based in Singapore. Our dynamic team represents AIA Singapore to provide wholesome financial solutions and advice to our clients.