"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 unpredictabilitiesFrom 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

Testimonials

Get to Know Adelina

Get in touch with me

Let’s have a conversation about your future, life aspirations, and financial well-being.