Basil Koh – Amplify, Preserve & Manage Your Finances

Amplify, Preserve & Manage Your Finances

Live Your Best Life With Proper Financial Planning

Who Is Basil Koh

Financial Consultant & Investment Professional

Basil Koh started training to be a financial consultant right after he finished his National Service. He felt that the career was very meaningful but the industry left much to be desired especially with the negative stigma around. After learning the basic advisory process, he found himself enjoying the process thoroughly, and also discovered the gap between what people ought to know about financial planning and what they currently know. Hence he has spent most of his free time after his National Service working on his advisory process and knowledge before entering university…

Basil believes in adopting a needs based approach, opting to learn more about what people truly care about in life, before recommending any solution (if there even is one suitable). Hence, he has spent time voraciously learning more about personal finance in order to advise his future clients professionally, instead of simply learning about products to push.

Basil’s method

Basil’s key systems to provide clarity on our finances

In just a few months, Basil has built up a team of 5 associates who hope to change the industry together and has done consultations for over 20 people, having up to 10 appointments a week.

Be productive with your money, let your wealth grow while you sleep

While we work hard ourselves, can we find ways to make our money work as well? It all starts with proper planning to secure passive income streams.

Areas of Expertise

Basil’s advisory services include Budgeting, Investment and Insurance planning for students and graduates as well as Retirement and Legacy Planning for parents. Experience next-level wealth advisory with his personalised consultation process.

Financial Advisory

To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.

Insurance Planning

To protect what's precious. Helping you manage your wealth, making sure all your bases are covered.

Personal Investment

To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.

Retirement Planning

To ensure that you live a life that outlives you, having enough at the end of time.

Mortgage Planning

To optimise your mortgage and understanding where your property fits in your financial portfolio.

Estate Planning

To ensure that your assets are passed down to your loved ones, keeping your legacy and loved ones protected.

What his client says

Basil is someone who is passionate about helping others I had my first session with Basil today. We went through budgeting, setting investment goals and retirement planning. It was a useful session for me to see a breakdown of my expenses over the years, how much I need to save, and my projected cash balance after my studies.

Basil is someone who is passionate about helping others improve their financial stability. He clarifies doubts and provides insights on various areas (like CPF and Housing Policies) to better meet the goals of his clients and I’m thankful for the insightful session we had today.

Thanks for patiently answering my questions Thanks man, we had a great chat just now. I found the Cashflow Analysis and Financial Freedom Calculator portion really insightful as it gave me a clear financial goal to work towards. Also, thanks for patiently answering my questions 😅. Looking forward to our next appointment haha 🙂

Basil was much more focused on my needs instead of just trying to sell I think the biggest thing I learnt is that my investments now can drastically affect things like my ability to buy a house and there is a need to map things out even till years after I graduate. I like that Basil was much more focused on my needs instead of just trying to sell plans or something, which is what I experienced with another agent. I also enjoyed that the session was casual and fun.

Basil is clear and thorough with the planning I learnt that even though retirement doesn't seem important now, it is quite important to start planning for it early, even maybe now while still in NS. I also like that he is clear and thorough with the planning.

Basil is actually planning for my finances and the focus isn't on selling me anything. After my consultation with Basil, I realised that it's time to start thinking about the future, because after looking at the financial freedom calculator, I started to realise how quickly things add up and how a small problem can become a large problem. I started to understand how starting now can make a big difference even if it's not a lot of money now.

I also like that he is actually planning for my finances - looking at options that I have given my current circumstances and goals and the focus isn't on selling me anything.

Thank You Basil! Today I set some realistic goals, and realised I should start investing earlier to hit my retirement goals. Found out there is a need to balance between long term and short term financial goals.

Managing Wealth Should Be Straightforward And Easy.

Managing our finances does not seem urgent but is best started ASAP.
Most of us might feel like our goals are too far away or are distracted by the current circumstances. Yet 90% of us think it’s important to think about it now. Basil aims to bridge the gap by streamlining your financial journey process into concise and focused sessions: to allow 1h-2h of your time to secure the next 20-30 years without worry. Procrastination is normal yet fatal and Basil aims to target that by providing a needs-based and enjoyable advisory process.

Most people know that investing is important, however many either get into investments out of the fear of missing out, resulting in unnecessary losses, or end up never getting into it due to the lack of knowledge, time or interest. This leads to a loss of potential returns. Hence Basil specialises in creating passive and strategic portfolios for individuals to invest in the market, taking into account the relevant risk appetites of his clients. Allowing them to grow their money while focusing their time on their careers and personal lives instead.

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Assets Optimization

Schedule A Strategy Consultation.

In Just 30-45 Minutes, Basil will be able to help you unlock and identify unoptimized assets that you may have or gaps in your protection, to help you maximise your investment returns and ensure your goals are secured.

At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.

Fill up the form below and he will personally schedule a call back.

Basil Koh-Reuben, AIA FA Financial Consultant (Rep No. BK-300716530)

Ascendance Wealth Management

Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)