In 2007, I was a full-time home trader with more than a decade of professional trading and investment experience. While doing well for myself, I became inspired to help others reap the benefits of good financial planning and to pay it forward.
Today, my clients, which include regional M&A lawyer, senior management of MNCs, CEO of a property investment company and successful HNW business owners turn to me for sound financial and estate planning advice.
After serving more than 500 individuals, families and corporations, their Key Number 1 Question remains:
“Kelvin, Do I have the right plans to protect my family and love ones if something happens to me or my business?” Are they the best value for money plans for me?
The answer lies in what I specialise in:
? Review and Restructure your current Financial Plans for Individual to produce the 3Ms result :
Save $Monies? / optimised $Monies ? /Grow $Monies ?
? Retirement Goal Setting & Legacy Planning through our unique SWG Wealth Journey planning
? Business and family succession planning for successful business owners
For more than a decade, my greatest source of pride and motivation has been consistently receiving my clients’ compliments and being referred to their contacts as someone who is
? trustworthy,
? who can understand their actual needs and concerns,
? provide them with what they need.
Providing them with invaluable “peace of mind” when it comes to focusing on their
? work, ? family, and ? passions,
knowing that all areas of their financial life are being assessed and covered with the best products available in the current market.
It had been my pleasure to assist clients from different life stages and backgrounds to achieve their peace of mind and focus on what was most important to them at that particular time. ???
Please feel free to reach out to me HERE if you wish to achieve your peace of mind too.
Advising and Educating: Imparting Financial Literacy
As an independent financial advisor representative, Kelvin goes the extra mile by educating his clients on the importance of financial planning and the various products available to them. Rather than simply presenting a proposal and encouraging them to sign on the dotted line, he wants them to understand the financial blueprint he has designed for them. To Kelvin, it’s important that they realise how sticking to the plan will benefit them in the long run in order for them to commit wholeheartedly to it.
“When a client understands the rationale behind the planning and that they are contributing to their retirement, not just paying premiums to a provider, they would naturally want to commit to it.”
His promise to his clients is to always deliver unbiased, neutral, and honest advice to help them achieve their financial goals. He strongly believes that with proper financial planning and retirement planning, anyone can achieve financial freedom and have a dignified retirement regardless of the size of their paycheque.
“Having financial planning is a step-by-step approach to achieving your life goals. It helps prepare you for the next stage. It is an ongoing process that evolves as you progress through life and your priorities change.”
Throughout his financial advisory career, Kelvin has worked with clients from various backgrounds: from legal professionals and business leaders of MNCs to CEOs and self-made business owners.
FAQC 2021 – Merit Award
FAQC 2022 – Merit Award
FAQC 2023 – Merit Award
In 2007, I was a full-time home trader with more than a decade of professional trading and investment experience. While doing well for myself, I became inspired to help others reap the benefits of good financial planning and to pay it forward.
Today, my clients, which include regional M&A lawyer, senior management of MNCs, CEO of a property investment company and successful HNW business owners turn to me for sound financial and estate planning advice.
After serving more than 500 individuals, families and corporations, their Key Number 1 Question remains:
“Kelvin, Do I have the right plans to protect my family and love ones if something happens to me or my business?” Are they the best value for money plans for me?
The answer lies in what I specialise in:
? Review and Restructure your current Financial Plans for Individual to produce the 3Ms result :
Save $Monies? / optimised $Monies ? /Grow $Monies ?
? Retirement Goal Setting & Legacy Planning through our unique SWG Wealth Journey planning
? Business and family succession planning for successful business owners
For more than a decade, my greatest source of pride and motivation has been consistently receiving my clients’ compliments and being referred to their contacts as someone who is
? trustworthy,
? who can understand their actual needs and concerns,
? provide them with what they need.
Providing them with invaluable “peace of mind” when it comes to focusing on their
? work, ? family, and ? passions,
knowing that all areas of their financial life are being assessed and covered with the best products available in the current market.
It had been my pleasure to assist clients from different life stages and backgrounds to achieve their peace of mind and focus on what was most important to them at that particular time. ???
Please feel free to reach out to me HERE if you wish to achieve your peace of mind too.
Advising and Educating: Imparting Financial Literacy
As an independent financial advisor representative, Kelvin goes the extra mile by educating his clients on the importance of financial planning and the various products available to them. Rather than simply presenting a proposal and encouraging them to sign on the dotted line, he wants them to understand the financial blueprint he has designed for them. To Kelvin, it’s important that they realise how sticking to the plan will benefit them in the long run in order for them to commit wholeheartedly to it.
“When a client understands the rationale behind the planning and that they are contributing to their retirement, not just paying premiums to a provider, they would naturally want to commit to it.”
His promise to his clients is to always deliver unbiased, neutral, and honest advice to help them achieve their financial goals. He strongly believes that with proper financial planning and retirement planning, anyone can achieve financial freedom and have a dignified retirement regardless of the size of their paycheque.
“Having financial planning is a step-by-step approach to achieving your life goals. It helps prepare you for the next stage. It is an ongoing process that evolves as you progress through life and your priorities change.”
Throughout his financial advisory career, Kelvin has worked with clients from various backgrounds: from legal professionals and business leaders of MNCs to CEOs and self-made business owners.
FAQC 2021 – Merit Award
FAQC 2022 – Merit Award
FAQC 2023 – Merit Award
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