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Let Your Money Outwork You.
Sound advice to grow and preserve your wealth and relationships.
Let Your Money Outwork You.
Sound advice to grow and preserve your wealth and relationships.
“Wealthy families remain wealthy because of a system of wealth preservation and distribution; not because of a single high-income earner.”
- MK, Multi-Million Dollar Round Table Award Qualifier
Let’s grow your career together.
I’m looking for amazing people (like you) who desire high performance at work and in life. If you’re ready to help millions of respected individuals to grow their wealth, you’ve come to the right place.
About MK
MK is a multi-award winning wealth advisor with AIA. MK believes in Mpowering his clients through integrated wealth management advisory .
An aspiring triathlete and a father of two, MK measures wealth by freedom and time. The former banker moved into the wealth advisory space so as to better represent his clients who have trusted him to act completely in their interest.
8 time Million Dollar Round Table (MDRT) 2014 - 2022
Court Of Table (COT) Qualifier 2017
About MK
MK is a multi-award winning wealth advisor with AIA. MK believes in Mpowering his clients through integrated wealth management advisory .
An aspiring triathlete and a father of two, MK measures wealth by freedom and time. The former banker moved into the wealth advisory space so as to better represent his clients who have trusted him to act completely in their interest.
8 time Million Dollar Round Table (MDRT) 2014 - 2022
Court Of Table (COT) Qualifier 2017
Our Services
Portfolio Spotlight Consultation
Successful professionals have often discovered the secrets to success and are focused on acquiring even more.
The Portfolio Spotlight Consult is designed to shed light on certain blindspots, one might have in their wealth management and estate planning strategies. In doing so, we aim to help successful professionals ensure that they do not become victims of their own success.
Inter-Generation Advisory Service
“Wealth does not last beyond three generations.”
Is that true or is that true only for those who believe in it? Each family is unique and has its own unique set of challenges and relationship dynamics.
How can families overcome their own inertia and design a wealth plan that preserves the sacrifices of all generations?
This service supports your legacy of your family’s wealth to persist despite the odds.
Personal and Business Risk Consultation
Growing a business is a worthy challenge.
It comes with its own challenges, risks and reward.
As with all endeavours, journeys can be interrupted by both
internal and external forces such as death, disability or even
debilitating diseases.
MK taps on his experience as an advisor to support your risk
mitigation and personal-professional segregation strategies
for your life and business endeavours.
Areas of Expertise
Capital Allocation
Portfolio Analysis
Optmising Cross Border Assets
Past Awards/Achievements
2014-2022
8 time Million Dollar
Round Table (MDRT)
2013
Standard Chartered Bank, Most improved RM
2014, 2016 & 2018
Top New Producer
Top Producer
2017
Court of Table
(3x Million Dollar Qualifier)
2018
Singapore Standard Chartered
Marathon Finisher
2018
Xiamen China 70.3
Ironman Finisher
2019
Bintan 70.3
Ironman finisher
2019 & 2022
Vietnam 70.3
Ironman finisher
Testimonials & Accolades
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To scale your finances,
Let’s Talk
By clicking on the “Book A Consultation” button, you hereby consent to having your personal data collected and stored for the purpose of contacting you for a financial consultation.
To scale your finances,
Let’s Talk
By clicking on the “Book A Consultation” button, you hereby consent to having your personal data collected and stored for the purpose of contacting you for a financial consultation.
Frequently Asked Questions
Imagine you have a super sports car. With a Will, it means that upon death you will bequeath it to your son and he can decide how he wants to drive it. However as you would know, by driving around in a supercar, your son may naturally attract a different group of friends that may not have a positive influence on him.
On top of that, we are also not sure of his level of maturity to handle a supercar. In the end, the supercar might have negative effects on his life. Some might even lose their life.
However with a Trust, he is still allowed to use it, but now you have arranged for a driver to drive him around until he reaches a specific age. In doing so, you ensure his safety and have a mature party take care of the asset until he is mature enough to take it over himself.
Wills are drafted in general terms, meaning to say, 50% of all my assets will go to my wife. So there is no need to wait till your portfolio is finalized before drafting a Will. In the event of an asset being in the Will that is no longer around when the Will is executed, it will be disregarded.
Lastly, as tomorrow is not guaranteed for anyone of us, and the fact that we are already thinking of drafting a Will, we should do it as soon as possible.
Unlike a Hong Kong drama where the owner of a multi-billion dollar company thinks of how to distribute his estate to ensure peace and harmony, all of us need to draft a Will. We simply need to ensure the smooth transfer of ownership of our estate to the person of our choice.
For example, a husband will want his wife to have ownership of his cash accounts as soon as possible so she can have access to the funds for the household expenses.
It is a common myth that Trusts are only for high-net-worth individuals. The truth of the matter is that there are many Trust structures available, from special needs Trusts that cost close to nothing, to Trusts that are embedded into Wills.
So, we should really seek professional advice to see which Trust structure is most suitable for our needs and best catered to suit our budget.
To scale your finances,
Let’s Talk
By clicking on the “Book A Consultation” button, you hereby consent to having your personal data collected and stored for the purpose of contacting you for a financial consultation.