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.

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.

Alex, Junior Wealth Manager

Over the past few years at CO Wealth Advisory, I’ve had the privilege of working alongside Ken Goh, and through his guidance and mentorship, I've witnessed his unwavering dedication, meticulousness, compassion, and relentless drive to help every client achieve financial security and success. Ken embodies the three key qualities that define an exceptional financial planner: Responsiveness, Reliability, and Customer First. He not only listens but ensures that each client’s needs are addressed with personalized, clear, and actionable solutions. What truly sets Ken apart is his ability to simplify complex financial jargon, making the process engaging, approachable, and even enjoyable for every individual he meets. With over 8 years of experience in the financial industry, Ken has become an expert in retirement planning, although his expertise spans various financial services. I've had the honor of working with Ken on multiple joint fieldwork projects over the years. His approach to retirement planning is something to behold—Ken takes the time to understand each client's unique situation and goals. His focus on building a tailored “Private ATM” solution for clients ensures they have a steady stream of income during their retirement years, which is a testament to his professional expertise and genuine care for his clients' futures. Ken’s professionalism and competency are second to none. He consistently goes above and beyond to ensure his clients' financial success, and his positive, sincere, and innovative approach has been an inspiration to me in my own career. I am truly blessed and proud to have Ken as my friend, mentor, and brother. His unwavering support and insightful guidance have had a profound impact on my personal and professional growth. I firmly believe that everyone deserves to have someone like Ken in their life, especially in today’s competitive financial landscape.

Vernasa, undergrad

I am thankful to be able to meet John and Ken as they have provided me with valuable insights towards investments, which i feel have benefited me greatly. Any queries which i have were answered promptly and the multiple sessions held were informative and interactive. There were mini exercises done also such as retirement calculator which helps me to gauge better if i was able to manage my finance. Overall, I have greatly enjoyed my experience with them and their services are highly recommended.

Mr and Mrs Goh

My family are very thankful to have Ken as our personal wealth consultant. He is very professional in handling our financial planning and given us lots of valuable advice and knowledge. He is a very hardworking person that will never disappoint you. No matter what challenges you have given to him, he always go the extra miles to assist you and help you to solve your problem. He is always very cheerful and most importantly very patience towards us. He is proactive and sharp when managing any matters thus, my family entrusted him that the investment we put in will be in good hand. We trusted him and really appreciate his service and will recommend him to eveyone. 我的家人非常感谢Ken担任我们的个人财富顾问。 他在处理我们的财务计划方面非常专业，并为我们提供了许多宝贵的建议和知识。 他是一个非常努力的人，永远不会让你失望。 不管你给他多么难的挑战，他都会尽全力帮助您解决问题。 他总是很开朗，最重要的是对我们很有耐心。 因此，他在处理任何事务时都非常积极主动和敏锐，我的相信他一定能帮我们投入的资金处理的井井有条。 我们非常感谢他的服务，并会推荐他大家!

CO Wealth Advisory

At CO Wealth, we believe in working hard and celebrating even harder! As a team, we embark on exciting trips at least 3-4 times a year, creating unforgettable memories while rewarding our dedication and success. Join us and experience a career that blends professional growth, adventure, and camaraderie. With us, success is not just about achieving goals—it’s about celebrating achievements together. Take the next step in your career, where hard work leads to exciting experiences and well-deserved celebrations!