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

Financial Freedom Calculator

A “Financial Freedom Calculator” - to help his clients set investment goals and chart out a strategy to reach them eventually or even 5-10 years earlier

Cash Flow Analysis

An elaborate Cash Flow Analysis Excel sheet - to help his clients map out their finances in a detailed manner, to see if they are on track to reaching their goals

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

Problem Solution

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.