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].
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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
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
