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Navigating Wealth with Confidence: A Personalized Approach for High-Achievers

Ang Kok Chin

MAS REP No.: AKC100047230

Financial Advisory Director

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).

Years of Experience
0
Total Asset Under Advice
0

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Testimonials

“With the retirement plan that Kok Chin designed for me, I no longer have to worry about economic fluctuations impacting my portfolio. I can focus on enjoying my life with peace of mind. While it’s true that the earlier you start, the better, I’m living proof that it’s never too late.”

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Janet Eng

Retired Senior Corporate Executive

“Kok Chin is very attentive to our needs and preferences. We both like the idea of having rental income from property holdings. The retirement plan he customised for us has a focus on real estate investment, like we wanted, but is also sufficiently diversified, which is great. It is quite reassuring to have Soul Wealthy on our side.”

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Alex & Delia

Finance & Bank Professionals

“Kok Chin provided excellent guidance for my wife and I to retire with confidence by ensuring well-structured passive income through our active and passive retirement periods.”

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Chin Kin Yong

Retired Senior Lecturer

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  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策

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