Financial Planner
"Our values are the best compass for our unique journey."
Signature (Individual) - 2023
Kok Keong joined the industry in January 1992 as a part timer and converted to full time advisor after a close friend passed on in 1994 where Kok Keong helped his family claimed all the insurance policies . Kok Keong is committed to better servicing his clients with passion and empathy through constantly upgrading himself with industry and investment courses and knowledge. 'Putting client's interest and concern first' is always the top priority in Kok Keong's mind. Kok Keong approach to financial planning is What you want and to achieve in future and 'WE' embark on the journey to achieve your goal through reviews, monitorings and repositioning . This is the process that Kok Keong has helped his clients achieve their retirement, savings goal.
Don Tan
I have known Kok Keong for the last 30 years since he joinedthe insurance industry as an agent and now a certified Financial Planner. Hehas been constantly upgrading his knowledge and skills in order to serve hisclients well. He is always there when his clients need him the most to helpthem with insurance needs. He update his clients periodically regarding theirinvestments and perform switches when the opportunity arises. He is true to meand tell me what are my risk if I am not covered adequately. That is what hedid for me and my circle of friends. I have been constantly recommending myfriends and associates to Kok Keong for their financial needs planning.
Don Tan
I have known Kok Keong for the last 30 years since he joinedthe insurance industry as an agent and now a certified Financial Planner. Hehas been constantly upgrading his knowledge and skills in order to serve hisclients well. He is always there when his clients need him the most to helpthem with insurance needs. He update his clients periodically regarding theirinvestments and perform switches when the opportunity arises. He is true to meand tell me what are my risk if I am not covered adequately. That is what hedid for me and my circle of friends. I have been constantly recommending myfriends and associates to Kok Keong for their financial needs planning.
Kenneth Lee and Mabel Wong
Mr. Tan Kok Keong (“KK”) has our best interests in mind.
We are so grateful for his thoroughness and time spent with us to make sure we have the best plan for our needs.
KK is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance east and painless.
KK took time to analyze our past and current insurance policies and was able to make some excellent recommendations. He is very knowledgeable in his profession.
I would highly recommend KK to my friends or anyone without hesitation and reservation. We are very happy to have him as our financial adviser too.
