"Plan With A Vision, But Live Life By The Moment."
– Adelina Koh
Certifications
Associate Estate Planning Practitioner (AEPP®)
Certificate In Advising Small & Family Businesses (Cert. ASFB)
Certified Financial Planner (CFP®)
Hello, I'm Adelina Koh
Associate Director & Practice Mentor
MAS Representative No. KKH100041049
"Plan With A Vision, But Live Life By The Moment."
- Adelina Koh
Adelina is a financial consultant known for her straightforward and honest approach to financial planning, earning her a reputation among her clients as a fiercely dedicated consultant. With years of experience in partnering with doctors, lawyers, and affluent families, she excels at translating complex financial goals into actionable plans that secure both financial goals and family harmony.
Adelina’s philosophy, “Plan with a vision, but live life by the moment,” embodies her balanced approach—merging meticulous financial planning with an appreciation for life’s unpredictabilities. From life insurance to estate planning, Adelina manages all aspects of her clients’ financial journeys.
Her approach to client relationships mirrors the commitment of a long-term partnership. Most of her client relationships span over a decade, a testament to the trust and rapport she builds among her clients. Adelina views her role not merely as a profession but as a calling—particularly evident in her proactive support during financial crises, providing not just solutions but genuine comfort.
Her commitment to financial planning is complemented by a heartfelt dedication to her clients’ holistic well-being. Her approach combines strategic foresight with compassionate stewardship, ensuring that each client’s financial journey is managed with rigor and empathy.
Certifications
Associate Estate Planning Practitioner (AEPP®)
Certificate In Advising Small & Family Businesses (Cert. ASFB)
Certified Financial Planner (CFP®)
Achievements
Court of the Table
2025
Court of the Table
2024
Court of the Table
2023
Court of the Table
2022
Court of the Table
2021
Million Dollar Round Table
2020
Million Dollar Round Table
2019
Million Dollar Round Table
2018
Million Dollar Round Table
2017
Million Dollar Round Table
2016
Million Dollar Round Table
2015
Million Dollar Round Table Life Member 2014
Million Dollar Round Table
2014
Million Dollar Round Table
2013
Million Dollar Round Table
2012
Million Dollar Round Table
2011
Million Dollar Round Table
2010
Million Dollar Round Table
2009
Million Dollar Round Table
2008
Million Dollar Round Table
2007
Million Dollar Round Table
2006
Testimonials
A good example was when I found out I had cancer in 2018. We subsequently found out that 2 of my insurance policies were claimable, of which one absolved my obligation towards future premium payments. The payout greatly supported our financial situation at the time, considering that I am medically disqualified from having health insurance. We find Adelina to be a good financial consultant as she has shown qualities such as ability, access, communication, and most importantly, to always act solely in our interests. The fact that we have stayed with Adelina for 17 years speaks volumes. We trust her with our money matters and we wholeheartedly recommend her as your financial consultant.
Get to Know Adelina
Get in touch with me
Let’s have a conversation about your future, life aspirations, and financial well-being.