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Keef has established himself as a distinguished adviser in the financial industry, having dedicated a youthful seven years of his professional life to Synergy. With a captivating persona and a profound passion for his craft, Keef has garnered a reputation for his exceptional expertise and unwavering commitment to his clients. Coming straight from a Bachelor of Business (Major in Management) degree, he has since amassed a vast number of industry qualifications and certificates that back his expertise in the field of wealth building and portfolio optimisation for personal finance. Keef is naturally outspoken, curiously opinionated and very often enthusiastic when it comes to discussing about macro economics and how the world of finance works. He advices passionately on the overarching strategy of wealth management by sticking to clear principles for efficiency, simplicity and success in achieving clients goals. Keef is also part of a highly successful and internationally diversified team within Synergy: The Spire Group. Embodying their vision: "Fulfilling Dreams, Enriching Lives" allows him to achieve both his clients financial goals along with his own hence why they remain experts in the field of relationship building, competent advisory with utmost professionalism. With an extensive knowledge in multiple areas of finance such as Investment, GI, Life and Life (A&H with Shield), Keef is actively sought after by many and his advice is considered highly reliable. Not bound by any fiscal limitation, he enjoys taking up the challenge of compelxed financial cases whilst aiming to deliver beyond just his scope of advisory. His clients not only benefit from his active participation through meetings and discussions but also from his extended network of professionals ranging from investment properties abroad, taxation, estate planning and law.
As a financial adviser, my role allows me the privilege of meeting many people and hearing all their different stories. I'm also entrusted with their future hopes and dreams, for themselves and their families. One of the things I love most is when we finally sit down and acknowledge our financial short comings (or not) and penning down a plan (or roadmap if you will) on how to achieve those goals. Sometimes these plans require very strict discipline and at others a clear shift of traditional mindset. I enjoy sharing my in-depth knowledge on these global macro economics but it's not always one way. What also keeps me going is that I get to continuously learn more about what other people do and what their preferred future looks like. Many times it's not even about wealth!
My hope is to grow with my clients and that in 25 years I'd be able to see a majority of these laid out plans to fruition. After all, aren't we all working towards a somewhat similar goal?
From as early as I can comprehend, I've always associated insurance and investments as 'voodoo' magic that these nicely dressed folks at the bus interchange would come up to me and tell me that if I could save $100 a month for 20 yrs that I would receive $30,000 after 25 years. But if the worst happened, I'd get back all my money in insurance payout. They were focused on my future 25 years down the road and I was focused on buying that new pair of jeans at the end of the quarter. We were both wrong and nothing happened.
Out of sheer curiosity (and an abundance of time from term break) I took an internship with a financial advisory firm hoping to learn more about the industry. I was appalled to realise that like myself, many of the general public were not properly informed about their financial decisions. Some had their expectations completely mismanaged (leading to poor satisfaction and a pure distaste of the industry) where others simply chose not to do anything for decades which would later come back to present themselves as huge financial strain.
I was blessed with a team filled with many advisers more senior than I in experience and life and with them I learnt how to properly articulate financial instruments that may be challenging to comprehend. I enjoyed the process and now I seek to assist those after me, both clients and advisers alike. I truly believe that there is a need for quality financial advisers to give rise to better financial management of personal finance.
Not all advisers are the same and I encourage you to find someone who you feel comfortable with, can relate to and ultimately entrust with your financial planning needs. I'll definitely like the opportunity to explore that and if it isn't the outcome, all is well and I hope you'd have enjoyed meeting me.
Services provided are preferably via face to face as this is a relationship business. It helps all parties really dive deep into the planning phase and to understand what their options are.
It is recommended that we take a few mins prior (through phone or video conferencing) before setting an appointment to meet so as to establish the relationship and expectations.
There after, our advisory reviews may be carried out virtually or in-person depending on the scenario.
We are able to have meetings virtually via Zoom if there is a preference not to have in-person meeting.
