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Kenneth Goh

One Stop Financial Services Provider

Financial Planning is like a Google Map.
It helps you take the best route to your Financial Destination.

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About Me

The main philosophy that drives Kenneth as a financial consultant is humility and pragmatism. When it comes to understanding his clients’ needs, Kenneth listens sincerely. He understands that each client has unique circumstances, needs, and aspirations. Understanding the clients' position allows Kenneth to present unbiased advice and recommendations.

As with life, everything has to be balanced. Therefore, Kenneth has a wide specialisation as he believes that an accomplished Financial Consultant must be able to advise in financial aspects such as tax, mortgage, investment, insurance and property and corporate structuring.

Having started his career in 2010, he has seen many cases dealing with a wide range of requirements. His experience goes beyond the products due to his close relationship with his clients, allowing him greater insights regarding situations and issues that may arise in one’s life. 

 

With Kenneth looking after their financial future, his clients can focus on growing their business or career with peace of mind - knowing that their hard earned wealth is in steady hands, and that the welfare of their family, company and employees will be protected.

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Services

Kenneth does not only specialise in Financial Planning, as he believes that an accomplished Financial Consultant can advise in all aspects such as Tax, Mortgage, Investment, Insurance, Property and Corporate Structuring. As with life, everything has to be balanced and well rounded. 

His accreditations are:
Associate Wealth Planner (AWP)
Associate Financial Consultant (AFC)
Associate REITs Investment Advisor (ARIA)

Associate Estate Planning Practitioner (AEPP)
Certificate in Advising Small & Family Business (Cert. ASFB)
Bsc. Banking and Finance
MDRT Qualifier

Financial Advisor

Wealth Management

Retirement
Child Education 
Savings Plan
Investment Planning
CPF Investment

A business meeting

Insurance Planning

Family Income
Major Illness
Disability Income
Hospital & Surgical

Financial District

Estate Planning

Will
Trust
Lasting Power of Attorney
Advance Medical Directive

Accountant at Work

Mortgage

Home Ownership
Mortgage Loan Consultancy
Mortgage Insurance

Testimonials

Straight from the Source

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Contact Me

 Contact me today and I'll see what I can do for you.
You may drop me a What's App or a call at
97901583

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24 Sin Ming Lane 573970

©2021 by Kenneth Goh.

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