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.

Hamzi

Hi Guys! I met Ken in the most amazing way. We happened to bump into each other while i was working in Orchard and we started chatting. Even though i just know him for 3 days, but h is very friendly and warmth. He explain to me in simple terms and communicate clearly with me the pros and cons of the account. He makes time to meet me and even treat me to meals to just catch up. Good job Ken! Happy to have u as my Personal Wealth Adviser!

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.

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.

Ginny, Nurse

I met ken almost 9 year ago during a roadshow. I was very skeptical at first because of bad experiences such as financial advisors just wanting to earn quick bucks hence pushing products and leave the clients thereafter. However, ken is really different. He sincerely follow up with me for 2 years! With that, i gave Ken the opportunity to review my finances. Over the past 9 years, he helped to tidy up my finances and cleared my debts. He is professional yet keeping it very friendly, a good listening ear, high commitment individual, most importantly, my benefactor who helped me in many ways. I’m glad we met and both my daughter and i are very well taken care of. Over the years, i always share with my daughter that Ken is someone who is my benefactor, 恩人。 I would highly recommend Ken to everyone!

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!