Kenneth stumbled into the finance sector in 2015, joining OCBC as a Financial Consultant and rising to the rank of Branch Relationship Manager. However, he felt that financial planning was not just about wealth accumulation, and he could provide more to his clients. He decided to join Manulife Financial Advisors, and right now, he is in finexis.

One major turning point in his career was when his mom was diagnosed with cancer, and he saw how proper financial planning had helped his family through challenging times.

Gone were the days of traditional financial planning, in which consultants “push” financial solutions.

Financial Planning should be about one’s dreams and goals, and he is here to provide that tailored prescription of financial products to achieve his client’s dreams and goals, by providing cost-effective solutions and allocating more resources to achieve financial freedom.

 
 

Principles & Values

Financial Planning is similar to constructing a home for yourself. A proper foundation is the key to building a home that lasts for generations.

Kenneth listens attentively and takes the time to understand his client’s needs and wants, allowing him to build long-term relationships with his clients.

Resources are limited and scarce!

Kenneth provides his clients with cost-effective strategies and strives to help all of his clients strategically allocate their resources to solve their short-term needs and achieve their long-term goals and dreams.

 
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“Impacting Life Beyond Finance!”

- Kenneth toh

Clients’ Endorsements

Kenneth Testimonials

Kenneth is a trusted financial consultant for my family and me. He will always keep us up to date on what are the important financial planning steps we need to take but will not be overly aggressive in recommending solutions to my family and me.

We feel that the recommendations he gave and the solutions recommended are also the better options in the market. If there are any requests that he is unable to match for a better value, he will be upfront with us and let us make our own decisions. He is a good financial consultant who can grow along with your family.

- Roy Liang, General Manager

I have known Kenneth for less than a year. The session and the assistance provided by him understand my needs for my future. He provided a lot of useful factual information and also success cases. This allows me to trust him in my financial planning.

He is not the type who tries to hard sell policies like any other agent. He uses his time patiently to explain the advantages and how to optimize my finances.

I have recommended some of my close friends and even my family members to him, and I’m confident that he will be able to assist them with their finances.


- Wei Chean, Engineer, Semiconductor

Awards & Achievements

EliteGold Qualifier
2022

Qualifying Member of Million Dollar Round Table
2022

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
 
 
 
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