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Investment, Legacy and Estate Planner through Strategic Asset Structuring

Loh Kok Keong Kenny

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REP No.: LKK300389588

Wealth Advisory Director

Kenny Loh is a distinguished Wealth Advisory Director (RNF: LKK300389588) with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.

In addition to his advisory role, Kenny is an esteemed SGX Academy trainer specializing in S-REIT investing and regularly shares his insights on MoneyFM 89.3. He holds the titles of Certified Estate & Legacy Planning Consultant and CERTIFIED FINANCIAL PLANNER (CFP).

With over a decade of experience in holistic estate planning, Kenny employs a unique “3-in-1 Will, LPA, and Standby Trust” solution to address clients’ social considerations, legal obligations, emotional needs, and family harmony. He holds double master’s degrees in Business Administration and Electrical Engineering, and is an Associate Estate Planning Practitioner (AEPP), a designation jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of the United Kingdom and Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

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罗国强(Kenny Loh) 是一位杰出的财富咨询总监,专长于综合投资规划与遗产管理。他擅长协助客户实现投资资本增值,并建立退休被动收入来源。同时,他通过税务优化的方式帮助客户将投资组合高效转移给受益人,运用风险缓释策略确保资本增值的税务效率,并通过战略性资产配置实现财富传承的最优化。

除咨询工作外,罗国强是新加坡交易所学院(SGX Academy)的特聘讲师,专注于新加坡房地产投资信托(S-REIT)投资领域,并定期在MoneyFM 89.3电台分享专业见解。他拥有认证遗产与传承规划顾问(Certified Estate & Legacy Planning Consultant)及国际认证财务规划师(CFP)资格。

在逾十年的综合遗产规划经验中,他独创“遗嘱、持久授权书与备用信托三合一”解决方案,兼顾客户的社会责任、法律义务、情感需求及家庭和谐。他持有工商管理硕士与电气工程硕士双学位,并获英国遗嘱撰写及遗产规划从业者协会(SWWEPP)与亚洲认证机构遗产规划从业者有限公司(EPPL)联合授予副遗产规划从业师(AEPP)专业资格。

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Testimonials

Since I started investing in the US market to build my retirement nest egg, my ongoing concern was around the estate taxes imposed by the IRAS when I pass. How do I ensure that my family will receive the assets that I have painstakingly built up over the years? As my beneficiaries are not financially savvy, I needed a solution that was simple and headache free. After speaking with Kenny, he proposed a solution that included an insurance plan (to cover estate taxes) and setting up a Trust (to execute my will). As the pieces came together, I feel that I can finally sleep well at night knowing that my family will be well taken care of (in the exact way that I envision it) when I am gone. The key concept that truly made a difference for me was the different estate plans needed to treat death vs. mental incapacity. Many people plan for their passing but may not be planning for the scenario where they are mentally incapacitated and need to have a plan to look after self! I really appreciated Kenny’s guidance in setting up my will (for death) & Letter of Wishes (for mental incapacity). Kenny’s pleasant personality and accessibility was reassuring throughout the process. He is always on hand to answer questions and repeat concepts that we had discussed (not easy to remember all the nuances of estate planning in one session!). I value his patience very much!

Tan Kiam Hong

Senior Manager, Business Transformation

I was on the search for an independent financial advisor and I came across Kenny from his webpage mystocksinvesting.com. After our introductory chat, I decided to engage him as my financial advisor. Working with Kenny has been an enlightening journey towards financial empowerment and security. From our very first meeting, Kenny took the time to delve deep into my financial aspirations and identified the retirement gaps. He came up with financial solutions and explained it thoroughly in order to clarify any doubts I have before proceeding with the transactions. I am immensely grateful for Kenny’s expertise, professionalism, and genuine care throughout our partnership. Without hesitation, I would highly recommend Kenny to anyone seeking a financial advisor who truly prioritizes their client’s financial well-being.

Andrea Lin

Senior Proposal Specialist, Asset and Wealth Management

I have followed Kenny’s Blog for REITs for many months and finally attended his course on REITS investment. I have gained much in knowledge and my REITs investment has grown. Thanks to Kenny’s willingness to share and advice. However, as my vocation does not allow me to monitor my REITs’ performance, I managed to have Kenny looking after my investment portfolio and also planning for my retirement. This is because I do not have the luxury of time to monitor my investment. I was so surprised and glad that the during the Circuit Breaker period the value of my investment portfolio did not shrink and steadily rise. He has anticipated the movement of the stock market and advised me to readjust my investment accordingly. Kenny is not the usual Financial Adviser that is always going out to please me. He will understand and listen to my needs and advise accordingly. He has the client’s interest at heart. This is truly professional. I am looking forward to meet him at of this year for the review of my portfolio.

Christopher Cheong

Teacher

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