+65 9001 0001 kelvin@kelvinkhoo.com

Kelvin Khoo

Personal Wealth Manager

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Kelvin Khoo – Who Am I?

I enjoy meeting people and social interaction. As I contemplate my career, an opportunity was presented to me in representing AIA Singapore as an Insurance Agent.

I took the first leap into a world of Insurance sales and that was the beginning of an amazing career path spanning more than 26 years and still counting.

I am thankful for all that has been achieved during this journey as I endeavour to deliver my best to my clients. This is achieved by having an in-depth product knowledge coupled with continual upgrading and acquiring enhanced skillset; a thorough understanding of my client’s Personal and family protection needs and financial goals. With my wealth of experience accumulated over the years, it has honed my ability to offer the appropriate solutions to meet the various needs of my clients, with always their interest first at heart.

The constant quest for competent education has got me studying real hard(much harder than I did in school) and earning the various certifications and accreditations mentioned below. As a Personal Wealth Manager and part of the inaugural batch of Prestige Elite Advisors from AIA Affluent & High Net Worth Division, it has equipped me with the ability to partner Law Firms, Tax, Trust and Immigration Advisory Companies to offer their services to my clients.
For me, a milestone in my career was the joyous moment when I was presented the Hall of Fame award by AIA in 2018: an award that recognizes insurance agents with consistent excellent performance over the period of 20 years.

Achievements & Awards

  • Diploma SCI (Life)
  • Diploma in Financial Planning
    Associate Financial Consultant
  • Chartered Financial Consultant
  • Accredited Mortgage Consultant
  • Associated Estate Planning Practioner
  • Chartered Life Underwriter
  • Certified Financial Educator
  • Accredited Financial Counsellor

IBF Advanced: Financial Planning

IBF Qualified: Relationship Management - Private Banking

AchievementsQualification Years
Million Dollar Club1996, 1999 - 2020
Superstar2002-2003, 2010-2012, 2014, 2017-2019
Centurion2009, 2015
Million Dollar Round Table2003-2006, 2019-2020
Summit Club/Conventions2001, 2003, 2005, 2007, 2009, 2011, 2013, 2015, 2016-2019
Hall of Honour 2010
Hall of Fame2018

Testimonials

Kelvin has been consistently thoughtful and concerned for my well-being since we met almost three decades ago. His advice and candour has allowed a sense of trust that is both assuring and necessary. I can openly discuss plans and share concerns, and be confident of his ability to either assist or provide a comforting ear. His foresight and understanding of my needs and wants has helped me make investments that greatly buffered against some of the most difficult times. It’s like walking on firm ground when I now think of my future, and I thank Kelvin for that.

Colin Lee, Client since 1995

Kelvin appears to me differently. He is not only conversant in his domain knowledge, but patient, understanding and sincere.

S.K.Ho, Entrepreneur

We have had many insurance agents who have served us over time but
Kelvin Khoo surpasses all . He been an extremely diligent and responsible agent for the past 15 years whose knowledge, service and advice which has helped on numerous occasions. We would not hesitate to ,and have done ,recommend his service to anyone looking for an insurance advisor

Mark Law & Family

I’ve known Kelvin for almost 20 years, advising me on my insurance planning and investments with such dedicated professionalism that he even gave me confidence to recommend him to my friends, colleagues and bosses! Be it a simple travel insurance needs or car insurance, Kelvin attends to them quickly and advises the best plans suited for them.  Kelvin has proved that he is in this business for the long run, and he is just one call away, anytime you need him.  He is not just an Insurance Agent, he is a good friend!

Serene Sol, Client since 2001

Kelvin presents himself professionally in this 16 years i knew him! His sound knowledge and timely advise gave me the confidence in making decision for all the investments and policy commitments I made thusfar.

Kelvin takes genuine effort to build strong relationship with people that he comes in contact with. His attributes such as being punctual, patient and going the extra mile has made Kelvin a successful person he is now! My best wishes to Kelvin!

Henry & Family

I have known Kelvin for more than 10 years. Over the years, he has worked with me to develop a comprehensive portfolio. Kelvin is knowledgeble, professional, and customises solutions that meet my protection and wealth management needs. This has provided a peace of mind for my family and future. As my trusted financial advisor, Kelvin will be valuable to anyone seeking financial advisory services.

Danial Bohan, Optometrist

We interact on a regular basis to identify and discuss latest investment and insurance instruments available for consideration and I found him professional, patient and willing to go the extra mile irrespective of business considerations. Kelvin has been very approachable and has a particularly positive outlook to managing the client relationship.

Pagadala Vijay Srinivas

All the years I am very skeptical with AIA until I met Kelvin, he patiently
share with me the various policy AIA provides. I am glad to have him as my financial advisor and a friend who listens to my concern and helps me to work out a solution.

He highlighted to me the importance of providing protection for my family and my business, in the event when I am in need and no longer able to provide for my family. I also share with him my concern about critical illness so I would not stress my family and he comes up with plans for me.

Your concern for your client be blessed with many blessings!

Esther Poh, Business Owner (Estil Furnishing Pte Ltd)

In life we meet a few people with whom you want to journey with, and Kelvin is one of them.

He’s kind, compassionate and able to reduce complicated financial structuring concepts into easy actionable steps.

We are grateful to have such a friend (and advisor) who we know will be going the distance with us, always looking out for us and cheering us on!

Thanks again Kelvin!

Ivan & Sarah Goh

I’ve known Kelvin for almost 30 years. He is a trusted friend, a financial advisor, and an insurance agent. He has been providing me with sound advices which has given me the peace of mind to my journey in life. Thank you Kelvin for being my friend.

Janice Wong, Executive

Kelvin helped me lay a sound foundation for my life. Glad I planned early with his assistance and good advice. Great guy, patient, and always with a smile.

Your warmth and unassuming personality, combined with your expertise has definitely helped me design and shape my life for the better.

Amran A M, Creative

Kelvin is an individual with high integrity and reliability. Kelvin will constantly update us with the new and enhanced AIA/AIG products, and evaluates and assesses our insurance and investment well being from time to time.

In our very honest opinion, Kelvin differentiated himself from our past experiences with other insurance advisors in his sincerity towards service and client management;

CW Mak / Amanda MA

Kelvin has been my Financial Consultant for almost 20 years!  That’s almost a quarter of my life span 😃.  Before knowing him, I’ve seen many Insurance Consultants come and go, but not Kelvin.  His perseverance and quest for Improvement is truly commendable.

It’s amazing how he is always eager to expand his knowledge such that he can continuously provide a comprehensive suite of financial consultations to his clients and friend.  This requires true passion and dedication.

Over the years, he has become a friend whom I can trust and consult for matters beyond financials. He genuinely shows interest in his clients and is never pushy for sales like most would.  I’m always comfortable to recommend Kelvin to my friends and relatives, as I know that he will consider and align their financial needs.

Wendy Chiam

I have know Kelvin for more than 10 years, he has being providing me lots of good advice to make plans for myself and and family. I have lots of faith and trust in him due to his sincerity and also his professionalism and his knowledge. I am very glad to have him as my agent. Great job Kelvin, keep it up. Cheers

Chris Seow & Family

Kelvin understands the needs of my family, and provide guidance in all of our future planning needs. Kelvin is not only professional, but his compassion and integrity makes him a trusted adviser for my fam. I recommend Kelvin to whomever is thinking of getting insurance.

Cecielia/Hanoto & Family

Professional Services

  • Consolidated Insurance Portfolio Review
  • Insurance Planning encompassing Income Protection, Family Protection
  • Retirement Planning
  • Mortgage Cancellation/Debt Guarantee Insurance
  • Legacy creation for Future Generations
  • Charitable Gifts upon Death to Organisations or Foundations in Family Name
  • Medical Insurance covering Hospitalisation & Surgical Expenses on an As-Charged basis including mitigating Mandatory 5% Co-payment, Disability including Prolonged Disability, Critical Illness with Early Stage and provision for Relapse/Recurrence and Rediagnosis
  • Investment-linked Policies: with access to Institutional Managed Funds
  • General Insurance for Individuals: Auto, Golf, Domestic Helper, Travel, Home Contents including Personal Valuables(Rolex, Hermes), Bicycles, Mobiles Phones and Tablets
  • For Businesses: Buildings, Contents, Inventories, Employees Medical, Work Injury, Foreign, Worker Medical, Liability, Management Liability, Marine Cargo, Professional Indemnity, Cyber Insurance, Kidnap & Ransom

Linked Professional Services

  • Immigration Advisory Services
  • Professional Will-writing
  • Probate Assistance
  • Conveyancing
  • Litigation
  • Corporate Matters
  • Trusts
  • CRS Obligations
  • Offshore Assets
  • Corporate Tax
  • Family Office
  • Professional Executors

Connect With Kelvin Today

If you have any queries or just wish to engage me on a casual discussion on any of my Professional Services mentioned above, do click the button to contact me.