Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Kenny Loh is a distinguished Wealth Advisory Director 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.
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (4th Runner-up)
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (1st Runner-up)
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (Champion)
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (2nd Runner-up)
Financial Alliance Quality Class (Merit Class)
Top New Unit Trusts Award (2nd Runner-up)
Best Practice Consultant Award
Rookie Consultant of the Year Award
Executive MBA
Master of Science (Electrical Engineering)
Bachelor in Engineering (Electrical Engineering)
Certified Financial Planner (CFP®)
Associate Estate Planning Practitioner (AEPP®)
The Institute of Banking & Finance Singapore Advanced (IBFA)
Certified Islamic Wealth Adviser
WSQ Advanced Certificate in Learning and Performance (ACLP)
MAS REP No.: LKK300389588
Wealth Advisory Director
Kenny Loh is a distinguished Wealth Advisory Director 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.
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (4th Runner-up)
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (1st Runner-up)
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (Champion)
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (2nd Runner-up)
Financial Alliance Quality Class (Merit Class)
Top New Unit Trusts Award (2nd Runner-up)
Best Practice Consultant Award
Rookie Consultant of the Year Award
Executive MBA
Master of Science (Electrical Engineering)
Bachelor in Engineering (Electrical Engineering)
Certified Financial Planner (CFP®)
Associate Estate Planning Practitioner (AEPP®)
The Institute of Banking & Finance Singapore Advanced (IBFA)
Certified Islamic Wealth Adviser
WSQ Advanced Certificate in Learning and Performance (ACLP)
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
Chubb Personal Accident Guard
TM Protect MosBite
Singlife Digital Saver II
Singlife CareShield Standard & Plus
AIA Solitaire PA (II)