Mr Ang

Many thanks to Zheng Yao and Ken for the great advice and sharing of sound proposals to facilitate my retirement planning. You are great listeners and attentive to details, which I appreciated much. let's keep in touch and wishing you all the best!

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!

Faizal and Waty

I got to know Ken as my husband's agent. Ken has been servicing my family for many years now. As i'm pregnant with my 4th child, i discussed with my husband and we came to conclusion to take up Ken again for my prenatal insurance. Not to my disappointment, Ken actually helps me through the portfolio and helps me understand on the accounts and application. With his detailed yet simple explanations, he makes the whole process enjoyable! Overall, satisfaction. I would highly recommend Ken.

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.

CO Wealth Advisory

As I celebrate 10 incredible years in this empowering financial business, I feel incredibly fortunate to have found such an amazing group of friends and colleagues who continuously inspire and challenge me to grow. This journey has been about more than just professional success—it’s been about unlearning old mindsets, relearning new skills, and constantly evolving in an industry that’s ever-changing. This year, our team had the incredible opportunity to go on an overseas trip, where we not only bonded and had fun but also took the time to learn and grow together. It was a unique experience that combined both learning and leisure. We attended training sessions and workshops that deepened our understanding of the latest financial trends, strategies, and tools, while also exploring new ways to empower ourselves and our clients. Through this experience, I’ve come to realize that the key to success in this business isn’t just about financial knowledge—it’s about having a supportive team that encourages continuous learning and fosters an environment where personal and professional development go hand in hand. The friendships and connections I've made over the years are invaluable, and this trip served as a perfect reminder of the importance of collaboration, fun, and mutual growth in this industry. As we look ahead, I’m excited to continue this journey, surrounded by passionate, driven individuals who are committed to making an impact in the financial world while having a great time along the way.

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.