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Investment, Legacy and Estate Planner through Strategic Asset Structuring
Investment Assets Under Advisory
>S$ 0
Number of Clients Served
> 0
Number of Awards
0

Loh Kok Keong Kenny

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.

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  • Performance fee-based Wealth Management
  • Private Wealth Management
  • Risk Management & Insurance Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Legacy Planning
  • REIT Specialist
  • Private Investment Portfolio Review

Awards

  • Financial Alliance Quality Class (Eminence Class) – 2018, 2019, 2020, 2021, 2022
  • Financial Alliance Quality Class (Prestige Class) – 2023
  • Financial Alliance Quality Class (Merit Class) – 2017
  • Top New AUA Award – 2017 (2nd Runner Up), 2018(2nd Runner Up), 2019 (Champion), 2020 (1st Runner Up), 2021 (4th Runner Up), 2022 (3rd Runner Up)
  • Best Practice Consultant Award – 2017
  • Rookie Consultant of the Year Award – 2017

 

2023
Financial Alliance Quality Class (Prestige Class)
2022
Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (3rd Runner-up)
2021

Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (4th Runner-up)

2020

Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (1st Runner-up)

2019

Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (Champion)

2018

Financial Alliance Quality Class (Eminence Class)
Top New AUA Award (2nd Runner-up)

2017

Financial Alliance Quality Class (Merit Class)
Top New Unit Trusts Award (2nd Runner-up)
Best Practice Consultant Award
Rookie Consultant of the Year Award

 

Educational Qualifications

Executive MBA
Master of Science (Electrical Engineering)
Bachelor in Engineering (Electrical Engineering)

 

Professional Qualifications

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)

 

 

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Testimonials

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

“I first got to know Mr Loh when he was running his courses on trading and REITS. I found him to be very knowledgeable and very willing to share what he learnt over the years. I must say the thing that impressed me the most was he kept things real, and never over promised any results, nor did he try to sell the participants any software or fixed methodology. In essence, he kept things real. Soon after, he obtained appropriate certifications, and with the trust that I built up with him, I asked him to be my financial advisor. He did a financial “check up” for me. There were some areas where I was found to be lacking, for e.g. estate planning/leaving a proper will, inadequate insurance cover and having an imbalanced financial portfolio. He guided me through everything step by step in a very detailed manner. I must say that I am more than satisfied with all help he has given me so far and would definitely recommend him to anyone who wants to take control of their own finances.

Dr Chew Yanxu

Dentist

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