Ken Wee Phua, Chfc, Ibfa Email and Phone Number
What is your life’s work?What will your answer be in 5, 10 or 15 years from now? Learn about how you can build a career that fulfils your life’s purpose.At KWO, we strive to grow a community of passionate and dynamic financial advisers who are always up for a challenge and believe in a career in helping others.Strong partnerships enable us to leverage each other’s strengths. At KWO, we are always looking to forge new relationships that lead us into the future.We believe in tradition. We believe in innovation. In unprecedented times, as the new normal sets in – we rediscover new ways but in whatever we do – your interests are always centre stage.Our promises to you* You will not be aloneOur strong team functions as a family more than a business. Whatever the situation, we will overcome the obstacles together.* You will not failOur success is pegged to your success and by extension, your failure will mean ours. We do not fail – that means, neither will you.* You will not give upLife is full ups and downs, but one thing is certain – we can’t fail unless we give up. We will not give up and we won’t let you either.To find out more at https://kworgn.com/About Ken Wee PhuaFounder of Ken Wee Organisation (KWO)AXA Top Million Dollar Round Table Unit 2015AXA Top Team First Runner-up 2015, 2016, 2018AXA Top Team Second Runner-up 2017AXA Platinum Manager Club 2015, 2016, 2017, 2018, 2019
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Financial Services DirectorHsbc Feb 2023 - PresentSingapore -
FounderKwg Financial Partners Jan 2012 - Present[KWG SMEs solutions]Provide consultation & planning for established SME. Structured legal, financial & funding solutions for business owners' succession needs.[KWG Estate Planning Solutions]Structuring Wills and Trust solutions for wealth distribution needs.[KWG Retirement Solutions]Whole Life Medical Insurance, Annuity and retirement program planning[KWG Global Wealth and Insurance Solutions ]Provide relevant solutions for expats living in Singapore.
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Financial Services DirectorAxa Feb 2020 - Feb 2023 -
Associate DirectorAxa Feb 2016 - Feb 2020Leader, Motivator, Educator & CoachAXA Top Million Dollar Round Table Unit 2015AXA Top Team First Runner-up 2015, 2016, 2018AXA Top Team Second Runner-up 2017AXA Platinum Manager Club 2015, 2016, 2017, 2018, 2019 -
Senior Financial Services ManagerAxa Jul 2005 - Feb 2016From the moment Ken Wee stepped foot into the Industry in 2003, he had wasted no time in acquainting himself to the nature of the business. Such had been the degree of interest in his new undertakings that on top of the financial courses that were mandatory in this profession, Ken Wee took his commitment a step further by obtaining a Master's Degree in Applied Finance.Backed by his acquired qualifications, Ken Wee could have easily moved on to become a Fund Manager. Instead he chose to stay on as a Financial Advisor because he believes that this seemingly ordinary career can be made extraordinary.Contrary to popular belief, Ken Wee will have you know that the "market is not yet saturated and that not everyone is adequately protected by unforeseen circumstances, nor everyone is well prepared for the risk of living too long". And quite unlike other professions, this is one occupation that offers a sense of security as "one will continue to generate income even after he or she stops working".Currently Ken Wee holds the position of Senior Financial Services Manager, and leads Ken Wee Unit, a team of result-oriented Financial Advisors under Desmond Kwa Organisation. Under Ken Wee's leadership, 75% of the Financial Advisors in his team achieves the most prestigious MDRT award in the year 2014. Also 3 out of 4 advisors in his team has made a six figure annual income for the year 2013. Ken Wee attributes this success to the stringent selection he puts in place in his recruitment process, for he believes in "getting the right people to do the right job".Without a doubt, Ken Wee is fully committed to helping his group of dedicated Advisors achieving their personal goals, who will in turn impact the financial goals of the many clients who is and is to come. -
Financial Services DirectorKwo Organisation Feb 2020 - Feb 2022 -
FranchiseeRockwills International Group May 2010 - 2019
Ken Wee Phua, Chfc, Ibfa Skills
Ken Wee Phua, Chfc, Ibfa Education Details
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University Of AdelaideApplied Finance -
Nanyang Technological UniversityCivil & Structural Engineering -
St Andrew'S Junior College -
Outram Secondary SchoolScience
Frequently Asked Questions about Ken Wee Phua, Chfc, Ibfa
What company does Ken Wee Phua, Chfc, Ibfa work for?
Ken Wee Phua, Chfc, Ibfa works for Hsbc
What is Ken Wee Phua, Chfc, Ibfa's role at the current company?
Ken Wee Phua, Chfc, Ibfa's current role is Financial Services Director at KWO Organisation | Hiring | For the Next Generation of Intrapreuners.
What schools did Ken Wee Phua, Chfc, Ibfa attend?
Ken Wee Phua, Chfc, Ibfa attended University Of Adelaide, Nanyang Technological University, St Andrew's Junior College, Outram Secondary School.
What skills is Ken Wee Phua, Chfc, Ibfa known for?
Ken Wee Phua, Chfc, Ibfa has skills like Financial Planning, Financial Advisory, Retirement Planning, Microsoft Excel, Estate Planning, Life Insurance, Wealth Management, Retirement, Microsoft Office, Wealth Accumulation, Personal Financial Planning, Critical Illness.
Who are Ken Wee Phua, Chfc, Ibfa's colleagues?
Ken Wee Phua, Chfc, Ibfa's colleagues are Regina Cheng-Cheng Feng, Syed Sameer, Jeenendra Kothari, Ebru Bayrak, Nicola Booker, Jay Z, Gerardo Flores Furlong.
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