| Kenny is a Wealth Advisory Director and an Investment Coach, helping and training investors on how to build a diversified investment portfolio to achieve their retirement goals in Singapore.
Over the years, he has conducted many seminars benefited thousands of investors with collaboration with SGX, SIAS, CIMB, RHB, CMC Market, City Index, Wealth Academy Investor Inner Circle (WAIIC) and Online Traders Club Singapore (OTCS). He has since taught hundreds of attendees, from students, fund managers, and businessmen to retirees, teachers, and even fashion designers.
With Kenny’s past experience in engineering, manufacturing and procurement environment, he has developed a unique insight on how to conduct risk assessment and read into the effectiveness of management strategy beyond the numbers shown on the financial statement and annual report.
With his past working experience, Kenny has brought a unique Systematic Problem Solving approach to the Financial Planning, Investment Planning & Retirement Planning. He is adopting the HEARD Process to identify his clients objectives and needs, understand the current situation, conduct gap analysis, suggest various solutions to close the gap and devise an implementation plan with follow up action plans.
As a private investor himself, Kenny created an Uniquely Formulated Strategy to ride on the long term uptrend market and to benefit from any potential medium investment opportunities to optimise returns.
He is certainly a strong advocate of Portfolio Diversification & Rebalancing through Assets Allocation to manage the investment risk and market volatility. He utilises Top Down Approach by understanding Global Economy, Monetary Policy, Fund Flow, Commodity & Forex movement; Ride on Up Trend using Technical Analysis and Bottom Up approach using the Fundamental Analysis to analyse the financial ratio & business model of the companies. |