Zack, Officer, Army Regular, SAF

I am very impressed of the way he handled my investment portfolio and re-optimizing my financial structure. He conduct his business professionally and update me regularly these years. Ken is very knowledgeable and friendly. He is also a specialist in his area of work. Highly recommended to everyone out there! If you guys ever meet up with ken, get prepared to have a fruitful time. Thank you!

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.

Jia Xin, Clinic Assistant

I am thankful to John and Ken for providing me with valuable information, and being patient with me when I wasn’t sure about whether I would want to join and also being very detailed with their explanations, both John and Ken are also very cheerful, relatable and professional during the sessions I attend. Overall I am happy to have met them and enjoyed my experience with me.

Mdm Ho

Ken has been my financial advisor for 4.5 years. In 2019, I was having financial difficulty over my insurance loan with Income. After I met Ken, with his knowledge in the field of financial planning and he is able to advise us of how to repay all the loans and still have money in hand to invest and share many financial tools available to grow my money. Ken always has the patience to explain the policy in details and make sure we understand before we sign. I am so thankful to him for his advice and I am able to clear my debts that I am struggling for so many years with the increased interests that I am paying for so long years. The 3 key qualities that makes a good Financial Planner is responsive, reliable and customer first. Ken possesses it all. He is always there for us whenever we need help on insurance matters. He will never fail to reply to our text messages and calls promptly – especially when he is in overseas, he will still response immediately. He is a responsible and truly cares for his customers even after office hours. Ken is always have a heart for us, at time, when he visited us, he will bring along some snacks for us or he will order something online to deliver to us. I have never received anything from other insurance agent and don’t even see them or hear from them at all. Ken is so different, he is always there for us attending to our needs. Ken is a very caring person, show respect, very polite, approachable and attentive person. He will always be there to help us to settle any problems that we may face and can’t resolve, he will be the one to resolve everything for us. With Ken, there is no problems too big for him to solve. He gets in touch with us regularly to check how are we getting on or is there anything he can help. Ken is really a very heart warming person in whom we trust and rely on. He is more like a family members and friend. During these few years of his hard work, his company had recognised his ability, he was promoted to senior personal wealth manager. We are very happy for him because he deserved it.

Jolina and family

We are thankful to have Ken as our consultant. He has provided service to our family these few years and we are very satisfied with his service. Thus, with the additional of our family member, we have continued to entrust Ken to assist us in making informed choices. He is professional, flexible and steadfast in handling matters. We feel assured and have faith in him which is important given our busy schedule and he was able to highlight important matters to us. He also go the extra mile to try to fulfil requests made by us which we were appreciative of. Thus, we will highly recommend his service to everyone. Thank you.

Qian

If you are looking for professional and approachable wealth managers, I would like to recommend Ken and Alex. After a call to make our first appointment, Ken and Alex presented me very clear introduction of why and how I should invest for a high quality retire life. In another week, they presented me again how I should achieve my goals with my current financial situation with clearly illustrated charts and figures. Quickly and smoothly, I have my investment profile set within a month and start to earn! Managing wealth to secure a future life with quality is not an easy business by myself, facing all the confusing comments and statistics. But luckily, I have Ken and Alex to plan the investment and watch all the trendlines for me. Finally, I hope you can have an enjoyable life.