Hello, I'm Kelvin Koh

Kelvin, a dedicated consultant l with over two decades of experience in the financial advisory field. His career is a testament to his commitment to continuous improvement over the pursuit of perfection. His strong foundation in business administration from the Royal Melbourne Institute of Technology, laid the groundwork for a successful career in finance.

Throughout his career, Kelvin set himself apart by prioritizing his clients’ best interests in this dynamic environment. His approach to financial planning goes beyond numbers; it’s about humanizing the process. By aligning his heart and mind, he ensures that each client receives the highest level of service. Becoming his own best client, Kelvin continually grows alongside his clients, demonstrating a rare commitment to “putting his money where his mouth is.”

Kelvin believes everyone has the potential to be their own best financial consultant. However, challenges like poor discipline, ineffective time management, and suboptimal decision-making often hinder progress. Kelvin provides guidance to help clients navigate these pitfalls, empowering them to achieve financial independence. 

Specialising in working with semi-affluent to affluent clients nearing or enjoying retirement. Kelvin is passionate about helping his client’s take control of their financial futures, plan meaningful retirements, and prioritize their mental well-being. Empowering his clients to pursue their dreams and aspirations confidently during their retirement years.