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Lawrence Koh Email & Phone Number

Wealth Optimizer║Unit Trust Investment Portfolio Designer║Mentor for Mid-Career Switch Financial Consultant║Estate Planning Strategist║(ChFC®/S) at Financial Alliance Pte Ltd
Location: Singapore, Singapore, Singapore 4 work roles 2 schools
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Current company
Role
Wealth Optimizer║Unit Trust Investment Portfolio Designer║Mentor for Mid-Career Switch Financial Consultant║Estate Planning Strategist║(ChFC®/S)
Location
Singapore, Singapore, Singapore
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Who is Lawrence Koh? Overview

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Quick answer

Lawrence Koh is listed as Wealth Optimizer║Unit Trust Investment Portfolio Designer║Mentor for Mid-Career Switch Financial Consultant║Estate Planning Strategist║(ChFC®/S) at Financial Alliance Pte Ltd, a company with 363 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Lawrence Koh.

Lawrence Koh previously worked as Associate Director at Financial Alliance Pte Ltd and Team Manager at Hsbc Insurance (Singapore) Pte. Limited,. Lawrence Koh holds Bachelor Of Technology (Hons), Chemical Engineering from National University Of Singapore.

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Financial Alliance Pte Ltd

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Profile bio

About Lawrence Koh

Hi, I'm Lawrence Koh, an independent financial advisory (IFA) practitioner with 15+ years of wealth mgt exp since 2009. I’m proud to be part of Financial Alliance, Singapore's largest IFA firm.What I love about my role is representing clients’ interests, not financial institutions'. My goal? Helping clients achieve their financial objectives while minimizing wasted time and money. 💼💡Before this, I spent 9 years in the chemical industry 🌿⚙️, honing optimization and account management skills—skillset that now is key to optimizing financial portfolios and solving the living expenses challenge for my clients. 💸📉Most people rely on active income (trading time for money 🕒), but this approach isn't sustainable, as our earning years are shorter than our spending years. I help clients reduce resource wastage and use their surplus to generate passive income 💰📈 thru both investment and non-investment strategies, moving them toward financial freedom..I believe earning money is a full-time job, and so is optimizing wealth. Many people fall short because they manage their wealth part-time. My mission is to elevate households to million-dollar levels 💼🏡 through my proprietary financial freedom planning. After all, a million dollars is just $50k per year for 20 years—a modest sum considering future inflation 📉.My mantra: "Wealth Optimisation and Life Transformation." ✨🚀Progression Outperforms PerfectionFinancial freedom is possible with proper wealth management. I help PMETs (35-45) generate passive income to secure stability before retrenchment or retirement through a proven 3-stage financial freedom program:💡 Stage 1: Optimize portfolios (maximize resources, minimize waste).💡 Stage 2: Build a growth portfolio (balance risk, budget, goals).💡 Stage 3: Convert it to passive income (sustainably fund living expenses).If you’re responsible in nature and want to avoid becoming a financial burden to your family or subject yourself to the constant stress of retrenchment risk, let's work together to create alternative income streams and achieve time freedom.Mentorship for Career TransformationAs an ex-mid-career switcher, I help others transition smoothly into building financial practices that create real value, not just products.✳️ Mediocre salespeople sell products.✳️ Good salespeople meet needs.✳️ Exceptional salespeople offer what clients can’t live without!What's your offer that clients can't live without? If interested in exploring this career, DM me to learn how to build a successful IFA practice that's fulfilling and rewarding.

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Lawrence Koh's current company

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Financial Alliance Pte Ltd
Financial Alliance Pte Ltd
Wealth Optimizer║Unit Trust Investment Portfolio Designer║Mentor for Mid-Career Switch Financial Consultant║Estate Planning Strategist║(ChFC®/S)
singapore, singapore
Website
Employees
363
AeroLeads page
4 roles

Lawrence Koh work experience

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Associate Director

Current

Singapore, Singapore

Working 9 years in the chemical industry both in the process and raw material sales has helped to hone my optimization and account management skillset and serves me well for the last 12 years in the wealth management arena as financial goals for most people are always limited by their risk profile, available resources and the time left.

Mar 2014 - Present

Team Manager

Hsbc Insurance (Singapore) Pte. Limited,
Jul 2011 - Feb 2014

Senior Sales Engineer

Hexa Chemical Pte Ltd
Mar 2006 - Jun 2009
Team & coworkers

Colleagues at Financial Alliance Pte Ltd

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2 education records

Lawrence Koh education

FAQ

Frequently asked questions about Lawrence Koh

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What company does Lawrence Koh work for?

Lawrence Koh works for Financial Alliance Pte Ltd.

What is Lawrence Koh's role at Financial Alliance Pte Ltd?

Lawrence Koh is listed as Wealth Optimizer║Unit Trust Investment Portfolio Designer║Mentor for Mid-Career Switch Financial Consultant║Estate Planning Strategist║(ChFC®/S) at Financial Alliance Pte Ltd.

Where is Lawrence Koh based?

Lawrence Koh is based in Singapore, Singapore, Singapore while working with Financial Alliance Pte Ltd.

What companies has Lawrence Koh worked for?

Lawrence Koh has worked for Financial Alliance Pte Ltd, Hsbc Insurance (Singapore) Pte. Limited,, Prudential Assurance Company Singapore, and Hexa Chemical Pte Ltd.

Who are Lawrence Koh's colleagues at Financial Alliance Pte Ltd?

Lawrence Koh's colleagues at Financial Alliance Pte Ltd include Yro Chor Huang, Jeffrey Tan, Fion Koh, Bryner Poh, and Evelyn Liew.

How can I contact Lawrence Koh?

You can use AeroLeads to view verified contact signals for Lawrence Koh at Financial Alliance Pte Ltd, including work email, phone, and LinkedIn data when available.

What schools did Lawrence Koh attend?

Lawrence Koh holds Bachelor Of Technology (Hons), Chemical Engineering from National University Of Singapore.

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