Ken Loo

Doubling my savings from $300k to $715k!

Testimonial :

I always understood the importance of proper financial planning but was sick of all the disappointing insurance sales agents.

Ken was recommended by my husband and he restored my faith in financial consultants. He consolidated my various policies (helping me save on insurance) and focused on my concerns.

Now I have a better understanding of my portfolio and less worry about my retirement! My family’s portfolio is fully managed by Ken.

Quick Summary of what I did:

• Streamline her insurance portfolio saving $4,600/year
• Restructured her investments especially because of the Covid-19 dip andmade 8% in 6 months!
• Constructed a retirement plan which doubled her funds from $300k to $715k!

Growing $378k into $670k with liquidity

Quick Summary of what I did:

• First invested using CPF funds to accelerate “locked-up” wealth
• Designed a second “bank account” allowing Abigail to save at higher rates with
• Created an investment layer for exponential growth that is fuss-free

Protect 100% with 10%!

Testimonial :

I just started working when I met Ken to build a financial portfolio. 

Instead of blindly encouraging me to get plans I may not require, he went the extra mile to find out what policies my parents have gotten for me as a child and what I lacked from there.

He patiently shared financial concepts that were easy to understand and put my needs before anything else, always responsive to whatever queries I may have. 

He taught me that financial planning is not about insurance policies but also managing my cashflow and financial health. 

Quick Summary of what I did:

• Enhanced her insurance portfolio to protect 100% of her income using less than 10%!
• Shared how to manage her cashflow to build up emergency funds 

Comprehensive Portfolio Planning

Testimonial :

Ken has proven to be a meticulous planner who has been engaging during our interactions. He has also shown himself to be patient, but also concise and clear. Always ready to accept feedback, I have had the pleasure to witness his customised presentations that were concise or elaborate depending on the circumstances, and topic.

He has demonstrated his wisdom and foresight and possess a never say die attitude, and is always willing to go the extra mile for his clients.

He is stalwart in the face of pressure and instead of allowing his mood to darken by the global crisis that Covid-19, Ken is able to see beyond what troubles most people. He does this without dismissing legitimate concerns, all the while keeping his eye on making the best out of difficult times.

Ken is also earnest in his intentions and provides gentle but firm counsel. He was able to straddle the fine line of applying just the right pressure for me to consider important details regarding my financial future without allowing me to compromise on what is really important.

I strongly recommend a discussion with him, if you have even the slightest interest in seeking the long-term welfare of yourself and your family.

Quick Summary of what I did:

• A full review of his insurance policies to ensure he is ready for future commitments. A subsequent review when his baby boy was born!
• Managing his cashflow due to changes in employment and new housing loans
• New portfolio increased coverage by $100k with limited pay and no additional monthly contributions