Low Jiun Neng Kelvin
Financial Advisory Manager
(MAS REP No.: LJN300132190)
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Your Most Trusted Lifetime Advisor
About
Specialties
Achievements
In 2007, I transitioned into full-time trading from home, building on more than a decade of professional experience in trading and investment. While I was achieving success for myself, I felt a strong desire to help others enjoy the benefits of sound financial planning—and to pay it forward.
Today, I am proud to work with a diverse range of clients, including regional M&A lawyers, senior executives of multinational corporations, CEOs of property investment companies, and accomplished high-net-worth business owners. They turn to me for trusted advice in financial and estate planning.
Having served over 500 individuals, families, and corporations, I’ve found that their #1 question remains consistent:
“Kelvin, do I have the right plans in place to protect my family and loved ones if something happens to me or my business? Are these plans the best value for my money?”
This is where my expertise comes in:
- Reviewing and Restructuring Financial Plans for individuals to achieve the “3Ms” results:
- Save Money 💰
- Optimize Money 💡
- Grow Money 📈
2. Retirement Goal Setting and Legacy Planning through our unique SWG Wealth Journey process
3. Business and Family Succession Planning tailored for successful business owners
Over the years, my greatest motivation has been the trust and appreciation of my clients. Their compliments and referrals mean the world to me, as they recognize me as someone who is:
- Trustworthy,
- Able to understand their unique needs and concerns, and
- Committed to providing tailored solutions that meet their goals.
Above all, I take pride in giving my clients the invaluable gift of peace of mind—helping them focus on what matters most:
Their work,
Their families, and
Their passions,
while knowing their financial well-being is in expert hands with the best options the market has to offer.
It’s been a privilege to support clients from all walks of life and at various life stages, helping them achieve clarity, security, and focus on what truly matters. 🌟
If you’d like to explore how I can help you achieve peace of mind, I’d be delighted to connect with you. Please feel free to reach out [HERE].
$
0
Total Sum Protecting my Clients
$
0
Investment Under Advisory
0
years
Years in Industry
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My Events
Quick Insurance Comparison
Testimonials
“We want the reassurance that we would not burden our children and be financially dependent on them when we retire in the future. We were particularly interested in retirement planning strategies and how we can accumulate our wealth to retire comfortably.”
Here is the full testimonial.
Here is the full testimonial.
Zheng Junfang
Analyst
“My friends asked why I would pay for a portfolio review as most agents would do it for free. I was willing to pay for a professional review as I wanted someone who could provide an all-in-one solution for my financial needs from an unbiased point of view. I respect the hidden hours a good independent financial advisor representative puts into analysing and planning for my needs.”
Here is the full testimonial.
Here is the full testimonial.
Yong Chunk Cheun
Senior Engineering Director
“As a business owner, I understand the importance of proper financial planning as having the appropriate insurance can help provide my family with financial security if anything happens to me. But I never had the time to figure out the right coverage for my family.”
Here is the full testimonial.
Here is the full testimonial.
Khoo Kay-Tek
Entrepreneur
“I can already see myself 20 years later being financially free to live my dreams. I love baking, cooking, and interacting with people, so my dream is to set up my own café.”
Here is the full testimonial.
Here is the full testimonial.
Olivia Syn Ou Li
HR Specialist
Low Jiun Neng Kelvin
MAS REP No.: LJN300132190
Financial Advisory Manager
$
0
Total Sum Protecting my Clients
$
0
Investment Under Advisory
0
years
Years in Industry
Your Most Trusted Lifetime Advisor
In 2007, I transitioned into full-time trading from home, building on more than a decade of professional experience in trading and investment. While I was achieving success for myself, I felt a strong desire to help others enjoy the benefits of sound financial planning—and to pay it forward.
Today, I am proud to work with a diverse range of clients, including regional M&A lawyers, senior executives of multinational corporations, CEOs of property investment companies, and accomplished high-net-worth business owners. They turn to me for trusted advice in financial and estate planning.
Having served over 500 individuals, families, and corporations, I’ve found that their #1 question remains consistent:
“Kelvin, do I have the right plans in place to protect my family and loved ones if something happens to me or my business? Are these plans the best value for my money?”
This is where my expertise comes in:
- Reviewing and Restructuring Financial Plans for individuals to achieve the “3Ms” results:
- Save Money 💰
- Optimize Money 💡
- Grow Money 📈
2. Retirement Goal Setting and Legacy Planning through our unique SWG Wealth Journey process
3. Business and Family Succession Planning tailored for successful business owners
Over the years, my greatest motivation has been the trust and appreciation of my clients. Their compliments and referrals mean the world to me, as they recognize me as someone who is:
- Trustworthy,
- Able to understand their unique needs and concerns, and
- Committed to providing tailored solutions that meet their goals.
Above all, I take pride in giving my clients the invaluable gift of peace of mind—helping them focus on what matters most:
Their work,
Their families, and
Their passions,
while knowing their financial well-being is in expert hands with the best options the market has to offer.
It’s been a privilege to support clients from all walks of life and at various life stages, helping them achieve clarity, security, and focus on what truly matters. 🌟
If you’d like to explore how I can help you achieve peace of mind, I’d be delighted to connect with you. Please feel free to reach out [HERE].
My Specialties
Advising and Educating: Empowering Clients with Financial Literacy
As an independent financial advisor representative, Kelvin is deeply committed to educating his clients about the importance of financial planning and the array of solutions available to them. He goes beyond merely presenting proposals; instead, he takes the time to explain the financial blueprint he has designed, ensuring clients understand its purpose and potential.
To Kelvin, it’s essential that clients grasp how following the plan will benefit them in the long term, fostering a genuine commitment to achieving their goals.
“When clients understand the rationale behind their financial plan—that they are contributing to their future, not just paying premiums—they naturally feel more empowered and committed.”
Kelvin’s promise is to always deliver advice that is unbiased, neutral, and honest, guiding his clients toward achieving their financial aspirations. He firmly believes that with proper financial and retirement planning, anyone can attain financial freedom and enjoy a dignified retirement, regardless of their income level.
“Financial planning is a step-by-step approach to achieving your life goals. It prepares you for the next stage of life and evolves as you progress and your priorities shift.”
A Trusted Advisor to Diverse Clients
Throughout his career, Kelvin has had the privilege of working with clients from a wide range of industries and backgrounds, including:
- Legal professionals,
- Business leaders of multinational corporations,
- CEOs, and
- Self-made business owners.
His ability to tailor strategies to the unique needs of each client has earned him a reputation as a trusted advisor who prioritizes education, empowerment, and long-term success.
Achievements
FAQC 2021 – Merit Award
FAQC 2022 – Merit Award
FAQC 2023 – Merit Award
#ChooseIndependent:
Quick Insurance Comparison
Testimonials
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
