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Kenneth Cheng

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Kenneth Cheng
 
 
 
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Testimonials and Referral Notes

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Gary Giam, Senior Financial Consultant

Having working with Kenneth for the past 4 years, I can say with certainty that Kenneth is an excellent mentor and a goal getter. He makes sure that we are well equipped with the knowledge and the necessary skill sets to provide top advice to our clients as well as to the people we meet. Being an introvert, it isn't easy for me at the start, but with his guidance and experience, I am able to smoothly transit into my sales role without much seatbacks. If you are looking for a breakthrough in your career or interested in doing sales but unsure if you are suitable for it, I would strongly recommend reaching out to Kenneth!

Cheryl Phua, Assistant Director Civil Service

Have known Kenneth for more than 10 years as a financial advisor through a friend. He has shown genuineness and care in terms of having your interests in mind and gradually become more like a friend over the the time that we have known each other.

Eddie Chin, HR Business Partner, CAG

I’ve known Kenneth since my army days, so that works out to more than 20 years… I must say since those days, Kenneth has been a natural mentor in caring for and taking care of his course mates (me included!). Armed with a positive and never-say-die attitude, he regularly galvanizes every one of us fellow trainees to “endure and excel” throughout the few months of training together. From the tough times we faced together, you could clearly tell that Kenneth was someone you could depend on, in good or bad times… 😊 I recall Kenneth was already clear at that young age (where most guys are probably trying to “act cool”), that he wanted to go into the financial planning line to help relatives and friends better plan for their needs at various stages of life. We continued keeping in touch after we were posted to different camps in Singapore, and shortly after we turned operationally ready he got his financial planner licence with Prudential! Without a doubt, I took up my first life policy with him after starting work myself. Fast forward 20 years, and Kenneth continues to conscientiously plan for me and my family’s needs in terms of insurance coverage. I mean it when I say “needs”, coz Kenneth never pushes for me to take on more than I should or could. Now that he’s leading his own team, he remains down to earth and continues to keep tab on me and my family’s well-being, as a good friend and trusted financial advisor.

Russell Ng, CEO AIMS APAC REIT

Kenneth has been my personal financial adviser for close to a decade and has always provided professional, clear and timely advice for my family. An inspirational forward thinking leader and trusted adviser. I look forward to working with Kenneth for many more years to come

Jesslyn Wong, Manager

Kenneth has been our financial planner since 2005, when we bought our first endowment policy for our newborn. Since then, we have bought multiple policies from Life, Mortgage, Investment to Hospitalization. Kenneth is knowledgeable and provided us with sound recommendation on the policies that suit our needs and budget at the different stages of our lives. He is like our go-to-man for all our insurance and coverage needs.

Lee Chun Hian, Financial Services Manager

There are two types of leaders in financial services; one that commands and expects results, the other who actually walks the talk, leading by example. And Kenneth is the latter. Three years of working alongside him, we have both experienced growth in our teams and career, and a large part of my success was due to his empowerment of the business. Kenneth always come up with new innovative ideas in this ever-changing industry of financial services, and he is someone who is selfless in his coaching and sharing with younger financial consultants. When Kenneth reaches out, it's probably because sees the potential, and I am confident that under his tutelage, new breakthroughs will be reached.