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Certified Financial Planner I Financial Planning Made Simple and Easy I Personal and Business Protection Needs

Sim Geok Kheng Chloe

REP No.: SGK300076100

Senior Consultant

Simple. Optimistic. Uncomplicated. Liberalistic. Practical Minimalist.

I started my financial planning career 12 years ago, after 10 years in the landscaping industry. What I realize after years as a financial planner, plants and people are similar. Both require time, TLC and correct environment to grow and thrive well.

I make these factors the guiding principles in my work. I spend time understanding my clients and their needs, helping them understand complicated financial issues, before providing them with solutions that are customized to their needs. My clients appreciate the way I simplify matters and help them see things from another angle. We continue to grow our business relationships to friendships.

I also enjoy learning and make lifelong learning a part of my life as I believe I don’t know what I don’t know! Sharing my knowledge with people who appreciate and value them is my passion!

Years of Experience in Financial Industry
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Number of Clients Who Engage My Services
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Business Partners Network
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Testimonials

Chloe gives professional advice and listen to the needs.

Devinna Kwa

HR

Chloe is helpful, honest, approachable and geninue. She is responsive and not pushy. Always finding the best option that suits my real needs.

Melvin Lum

Director

Valuable personalized advice based on professionalism.

Wong Li Ping

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