Vera Koh, Cfp® Email & Phone Number

My clients work with me because they know that I am their friend first, advisor second. During the years working with my clients, I have stepped into their families to help them as a family nucleus, and formed deep and meaningful relationships with them.My Services: 1. Wealth Protection PlanningThrough an exploratory discussion, we will discuss about your aspirations and concerns, and after we identify your needs, I will compare to derive the most suitable, cost-effective solution for you and your family. 2. Independent Portfolio AuditAfter which, I will review your policies to find out what you already have versus what you actually need. Oftentimes, my clients realise that they are paying for overlapping insurance coverage, and also overpaying on their insurance. I will provide recommendations to optimise your portfolio. Thereafter, my clients will decide if the proposed solution makes sense to proceed. 3. Retirement PlanningEverybody wants to retire, and yet most people are not clear of their retirement outlook. Most often, if you fail to plan, you plan to fail.So what I do for my clients is that we find out what is their desired retirement, and how to bridge the gap between where they are currently, and where they want to be. After which, we will customise a retirement plan based on their individual preferences to bridge that gap.Please drop me a message at verakoh@fapl.sg and I will be most delighted to have a discussion with you.