Chiang Wen Kai 詹渂凯 (Kelvin)

Senior Consultant | AFP | AEPP | Certified Islamic Wealth Adviser |

(MAS REP No.: CWK300129047)
To provide that Umbrella that weather you through life

Having personally witness a close relative fall into a dire state in just a matter of weeks, the amount of shock and grief is an emotionally overwhelming and distressing situation. It’s a time marked by intense and complex feelings. The shock can leave one feeling numb, disoriented, and unable to fully comprehend the gravity of the situation. Grief, on the other hand, is a deep and profound sorrow that comes with a sense of loss, helplessness, and sadness.

The added financial strain, stemming from inadequate financial coverage, can compound these emotions. It may create a sense of frustration, anxiety, and guilt, as you’re not only dealing with the emotional burden but also the practical challenges of managing medical expenses and other financial responsibilities. This can lead to a feeling of helplessness and uncertainty about the future, as one grapple with how to provide the best care and life-long support for the relative, as well as for the spouse, young kids, and aging parents.

As a Financial Architect, I uses different financial tools to ensure that my clients are not just well sheltered under a financial roof, but a financial architecture that speaks history, modern and cutting edge.

Me, the Builder:  One of the fundamental of what I do is to perform a comprehensive financial assessment. This involves analyzing your current financial situation, income, expenses, assets, debts, and your financial goals. By understanding your unique circumstances, I can develop a customized financial plan tailored to your needs and aspirations.

Financial Roof for you:  I now seek to help my clients that I meet ensure that they have an adequate insurance coverage to shelter them from all storms of life, be it having enough for retirement, critical life situation that might strike, or just saving up for important life stages. 

Your very own Architectural Design:  A well-structured financial plan is essential to achieve your financial objectives. I will work with you to create a roadmap that addresses your specific goals, whether it’s building an emergency fund, investing for growth, or planning for retirement. My strategic partnership with you will consider various aspects, including your risk tolerance, time horizon, and tax implications.

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Wenkai is dedicated to his clients, always promptly checking on whatever queries they throw at him. He is able to explain easily in layman terms that is helpful for clients. As he is able to advise on a huge array of products, he is able to advise which is the best suited product for the client. He has many years of industry experience in this area, so it helps put the client at ease.

Linus

IT Supervisor

I would like to commend on Mr Chiang on his professionalism and great attitude in doing his works as my financial planner. Ever since he is my friend, I always look for him for his good advice on any financial decisions that I need to make, finance decisions which includes but not limited to insurance or investment. He always have good options for me to choose from and I greatly appreciate his efforts in going great length in finding the good comparisons in prices and products. His explanation always enlighten me and make me understand the purpose of mixing the right financial plans to get the best coverage for myself. He never fails to meet up for discussion or updates on any changes on my investment portfolio. I believe that he will be a great value-add to any client and the client will benefit from his immense expertise and positive attitude towards providing the best advice to anyone who require a good financial advice. Truly a great friend of mine that I greatly trust.

Irvin

Engineer

I will like to commend Mr Chiang for his professionalism and meticulous service as a Financial Advisor. Attitude- Mr Chiang is one of the Financial Advisor that I have worked with displaying the best can-do attitude with no hidden agenda. Managing work professionally with the best etiquette. Engagement- Mr Chiang will provide his full support in terms of engagement for any questions or enquires asked. He is quick to respond and will go the extra mile to provide more information such as current market trends, and which policies from which company to be better suited for the individual customer. Communication- Mr Chiang maintains a close loop communication which ensure that message is delivered across clearly with minimum ambiguity. At the same time, I will like to take this opportunity to congratulate Mr Chiang on his new career opportunity. I believe that he is more than capable and qualified to take on the new role and fully confident that he will be able to provide the same level of service to his customers.

Ivan

Logistics Supervisor

I am happy to write this testimonial for my friend Wen Kai, who is a dedicated and knowledgeable financial planner. I have known Wen Kai for several years now, and I can attest to his professionalism and commitment to helping his clients achieve their financial goals. Wen Kai has an extensive knowledge of the financial industry, and he always keeps up to date with the latest trends and developments. He is well-versed in all areas of financial planning, from retirement planning to investment strategies, and he takes the time to understand his clients’ unique circumstances and goals. One of the things I appreciate most about Wen Kai is his personalized approach to financial planning. He understands that everyone’s financial situation is different, and he takes the time to develop tailored strategies that fit each client’s needs. Whether you are just starting to invest or you are planning for retirement, Wen Kai has the expertise to guide you every step of the way. In addition to his expertise, Wen Kai is also a great communicator. He explains complex financial concepts in a way that is easy to understand, and he is always available to answer questions and provide guidance. He is patient, approachable, and always puts his clients’ needs first. Wen Kai has helped me personally with my own financial planning, and I can say without hesitation that I am in a better financial position today because of his advice and guidance. He has helped me set clear financial goals, develop a long-term investment strategy, and navigate the ups and downs of the market with confidence. Overall, I would highly recommend Wen Kai to anyone looking for a financial planner who is knowledgeable, professional, and dedicated to helping his clients succeed. Whether you are just starting to plan for your financial future or you are looking for a trusted advisor to help you navigate complex financial issues, Wen Kai is an excellent choice.

Sean

Client Service Manager - Prism

I always have good experience when engaging with Wen Kai. I am particularly impressed by his attentiveness and honesty. He always has the customer’s interest as priority and advice accordingly to what you need. He knows his work well, was able to explain and simplify complex financial concepts to someone like me who does not know much about insurance and financial planning. He was detailed, clear and patience. On top of the above, he is professional, committed and responsible. Always responded promptly to any questions or concerns. I recommended Wen Kai to a few of my friends and they share the same opinion. Hence I would once again highly recommend Wen Kai to anyone who needs financial consulting.

Alex

Consultant

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Chiang Wen Kai 詹渂凯 (Kelvin)

MAS REP No.: CWK300129047

Senior Consultant | AFP | AEPP | Certified Islamic Wealth Adviser |

To provide that Umbrella that weather you through life

Having personally witness a close relative fall into a dire state in just a matter of weeks, the amount of shock and grief is an emotionally overwhelming and distressing situation. It’s a time marked by intense and complex feelings. The shock can leave one feeling numb, disoriented, and unable to fully comprehend the gravity of the situation. Grief, on the other hand, is a deep and profound sorrow that comes with a sense of loss, helplessness, and sadness.

The added financial strain, stemming from inadequate financial coverage, can compound these emotions. It may create a sense of frustration, anxiety, and guilt, as you’re not only dealing with the emotional burden but also the practical challenges of managing medical expenses and other financial responsibilities. This can lead to a feeling of helplessness and uncertainty about the future, as one grapple with how to provide the best care and life-long support for the relative, as well as for the spouse, young kids, and aging parents.

As a Financial Architect, I uses different financial tools to ensure that my clients are not just well sheltered under a financial roof, but a financial architecture that speaks history, modern and cutting edge.

Me, the Builder:  One of the fundamental of what I do is to perform a comprehensive financial assessment. This involves analyzing your current financial situation, income, expenses, assets, debts, and your financial goals. By understanding your unique circumstances, I can develop a customized financial plan tailored to your needs and aspirations.

Financial Roof for you:  I now seek to help my clients that I meet ensure that they have an adequate insurance coverage to shelter them from all storms of life, be it having enough for retirement, critical life situation that might strike, or just saving up for important life stages. 

Your very own Architectural Design:  A well-structured financial plan is essential to achieve your financial objectives. I will work with you to create a roadmap that addresses your specific goals, whether it’s building an emergency fund, investing for growth, or planning for retirement. My strategic partnership with you will consider various aspects, including your risk tolerance, time horizon, and tax implications.

  • Cash Flow Management
  • Life Stage Planning
  • Retirement Planning
  • Financial Coach for your Life Goals
  • Bachelor of Business in Economics and Finance
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  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策

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