The Financial Planner (Singapore)


Financial Planner | Author |Travelling Investor

Who am I?

Hi, my name is Chengkok and I’m a Financial Service Consultant in AIA. My passion is to help people retire early and also avoid financial pitfalls through value investing and insurance. I’m a co-author of the book Secrets of Value Investing and also the upcoming book The Travelling Investor.

 

My story

Coming from a humble family, I realized the importance of money and saving for rainy days at a young age. I remember the days I looked in envy when my friends ate McDonald while I had to eat at the coffee shop. I also have to give tuition to pay my own expenses.

Over the years, I realized that many Singaporean either are not saving enough, taking too much risks or not being adequately insured. This results in them not being able to retire early, lose their hard earned money or becoming a financial burden to their families. One event that is craved in my memory is of a friend who lost over USD$30,000 in the stock market in my National Service days. In those days with barely SGD$2000 in my bank account, I can still vividly recall the painful cry and the 5 words.

 

“Can you lend me money?”

 

I sincerely hope that you will never receive a call like that.

I have also met a friend whom goes for regular surgery because of a tumor in his brain. Although he is very cheerful, each surgery drains him of his energy and also his money. Each surgery cost at least SGD$50,000 according to last estimate.

 

“Do you want to spend your hard earn annual income on surgeries?”

 

The turning point

These 2 friends were the ones who inspired me to want to help others so that they won’t have to live their lives like them. Ever since then, he has been talking to people about financial planning (singapore) and how to not lose money.

As a result, I’m went to train under the Buffett Family and Singapore Buffetologist Sean Seah. I then became a trainer and core researcher at Value Investing College. I have been invited on 93.8FM, interviewed by Mindef  and is a co-author of the book Secrets of Value Investing.  As a hobby, I’m also the immediate past President of AIA Toastmasters Club, one of the top clubs worldwide. There, I led a team of dedicated members to coach managers and consultants to become confident presenters, expert communicators and skillful influencers. I’m also an award winning speaker in toastmasters.

What do people say about me?

I do one-to-one consultation with many young professionals, executives, businessmen and also other insurance consultants. This is what they have to say about the Financial Planner.

 

Financial Planner Singapore

 

Jiahao Loh. Banking Executive

“Thank you CK for following up so diligently on my claims and requests. I can get my claims back within such a short period after my TCM treatment”

 

 

 

Financial Planner Singapore

 

Raymond Lim. Police Inspector

“Super efficient FA cum best friend! Helped me settle my claims within a few days with no complaint. If anyone is looking for a FA. I’ll strongly recommend him! Haha!”

 

 

 

Financial Planner Singapore

Toh Xinyi. Financial Planner. Great Eastern.

“Chengkok is a great and helpful agent! Hehe. Despite different company(AIA), he still helps wthout thinking”

 

 

 

 

Financial Planner Singapore

Chloe Lin. Value Investor. Works at Singapore Press Holdings.

“Got my weekly yogurt, oat and soya milk for FREE! Thank you AIA Vitality and Chengkok for the awesome recommendation! If you need a good AIA insurance agent contact. I’ve got one for you!”

 

 

 

 

Andy Yeau. Service Crew at McDonald.

First Video Testimonial =)

Posted by Oh ChengKok on Wednesday, July 26, 2017

 

While time is limited, I tries my best to make time for my clients to talk about what’s important to them.

In Journey with money, we want to empower individuals to retire early and avoid financial pitfalls such as this. Such a financial pitfall will delay retirement by at least a decade if not forever. If you already have a financial plan or a financial planner, that’s fantastic. You should be proud that you have taken the first step. However, there are many still unaware of this. We will like to offer our readers (even if you have a plan already or not) a free review by our in-house Financial Planner. He will cater a uniquely designed portfolio for your specific needs and your journey with money.

Feel free to leave comments below or contact him at chengkokoh@gmail.com

Cheng Kok is a graduate in B(SC) Hons Mathematics and Economics from Nanyang Technological University (NTU Singapore) which is ranked 13th in the world and 1st among the world’s best young universities.