As a Certified Financial Planner with over 18 years of experience, I’ve dedicated my career to guiding high-net-worth individuals and families towards a state of “Soul Wealthy” – a life lived with financial freedom and purpose. My journey began with a deep understanding of the anxieties that keep successful individuals awake at night: concerns about retirement security, legacy and ensuring a prosperous future for loved ones.
I believe in a holistic approach to financial planning, going beyond simply managing investments. I focus on building strong client relationships, deeply understanding their unique aspirations, and tailoring strategies that align with their values and long-term goals. Whether it’s navigating complex estate plans, optimizing cash flow, or ensuring a smooth transition of wealth across generations, I provide personalized guidance with empathy and unwavering support.
My passion lies in empowering clients to make informed decisions, achieve their financial goals, and live a life of purpose and fulfillment. I am committed to helping you build a secure financial future for yourself and your family, ensuring that your legacy endures for generations to come.
Comprehensive Financial Planning:
1. Cash Flow Analysis & Optimization: Identifying and minimizing unnecessary expenses, maximizing income, and optimizing cash flow for maximum impact.
2. Retirement Planning: Developing a personalized retirement plan, including strategies for income generation, healthcare, and estate planning in retirement.
3. Investment Planning & Management: Portfolio construction and management, including asset allocation, risk management, and investment selection.
4. Insurance & Risk Management: Assessing and mitigating risks through appropriate insurance coverage (life, health, disability, long-term care).
5. Tax Planning & Optimization: Minimizing tax liabilities through strategies like tax-efficient investments, estate planning, and charitable giving.
Specialized Services:
1. Will & Trust Planning: Drafting and reviewing wills, trusts, and other estate planning documents.
2. Succession Planning: Advising on the transfer of wealth and business ownership across generations.
3. Multi-generational Wealth Planning: Addressing the unique financial needs of families across multiple generations.
💎 Million Dollar Round Table
COT: 2023, 2024, 2025
MDRT: 2018, 2022
💎 Financial Alliance Quality Class Award (Eminence ⭐)
🏆 2022, 2023 & 2024
The award is the highest honor for consultants who have achieved excellence in personal sales, exceptional professional knowledge, high ethical standards, and outstanding client service in the preceding year.
💎 Financial Alliance Quality Class Award (Eminence)
🏆 2012 – 2021
The award is one of the highest accolades to recognize and honour a consultant for a stellar performance in personal sales, exceptional professional knowledge, strict ethical conduct and outstanding client service in the preceding year.
💎 Financial Alliance Top General & Group Insurance Award
The award recognizes and honours a consultant for outstanding performance in providing quality advice on General & Group Insurance to corporate and individuals in the preceding year.
🏆 1st Runner Up – 2015, 2019, 2020, 2022
🏆 3rd Runner Up – 2018, 2023
🏆 4th Runner Up – 2016, 2017, 2021
💎 NTUC Income – Top Individual Category – General Insurance & Employee Benefits Award
The award recognizes the top-performing intermediaries in the financial advisory industry of Singapore in the Commercial General Insurance category.
🏆 2021 – 3rd Runner Up
🏆 2016 to 2020 – 1st Runner Up
💎 Financial Alliance Top Total Revenue Award
The award is the most prestigious award to recognize and honour consultants with the highest total revenue in the preceding year.
🏆 2016 & 2017 – 1st Runner Up
🏆 2023 – 4th Runner Up
💎 Financial Alliance Top Weighted Premium Award
The award recognizes and honours a consultant for outstanding performance in providing quality advice on Life Insurance to individuals in the preceding year.🏆 2017 – 2nd Runner Up
💎 STEP Worldwide Excellence Awards (Top Scorer)
The Society of Trust and Estate Practitioners (STEP) honour and celebrate the Top Scorers across all STEP exams globally.
🏆 Ang Kok Chin is Top Scorer (2016) in The STEP Certificate for Financial Services – Trust and Estate Planning (Singapore).
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.