Ang Kok Chin

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Ang Kok Chin

MAS Rep No. AKC100047230
Financial Advisory Director, Financial Advisory Group

My Specialities
Retirement Planning

  • Cash Flow Planning
  • Assets Optimization

Investment Advisory

  • Cash Management
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Portfolio Construction
  • Portfolio Implementation
  • Portfolio Monitoring

Life Insurance Advisory

  • Liquidity Planning
  • Asset Protection & Preservation Planning
  • Wealth Creation & Transfer Planning
  • Family Legacy Planning
  • Philanthropic & Charitable Legacy Planning
  • Business Key Person Planning
  • Business Continuity – Succession Planning

General Insurance

  • Business Risk Management Planning
  • Corporate Employee Benefits Schemes

Estate Planning

  • Will
  • Trust
  • Advanced Care Plan (ACP)
  • Advanced Medical Directive (AMD)
  • Lasting Power of Attorney (LPA)

Sophisticated Investors

  • Private Banking
  • Global Investor Programme (GIP)
  • Alternative Investments

Family Wealth Advisory Services

  • Family Governance Advisory
  • Family Office Advisory

About Me

With over a decade of experience in the industry, Kok Chin is widely regarded as one of the top estate planners in Singapore. His career story mirrors his clients’ financial journey and awareness — he started out advising clients on holistic financial planning but as more and more needed intimate advice on wealth transference to their children, Kok Chin honed his skills in estate and legacy planning. His experience and expertise shone through in 2016 when he sat for the Society of Trust and Estate Planners (STEP) Certificate for Financial Services – Singapore (Trust & Estate Planning) and graduated top of his class.

Naturally, Kok Chin’s clients are an impressive list of the who’s who in Singapore and in the region. His work has seen him immersed in estate planning for individuals with net worth in excess of US$100 million. Kok Chin also manages wealth and succession planning for several successful business owners and entrepreneurs, with the aim of helping them grow their family wealth as it gets passed on from Generation to Generations.

Estate Planner of Soul Wealthy Group Representing Financial Alliance.

2011

Financial Alliance Quality Class (Merit Class)

2012 – 2016

Financial Alliance Quality Class (Eminence Class)

  • Bachelor of Applied Science, Nanyang Technological University
  • Certified Financial Planner (CFP®)
  • Associate Specialist in Estate Planning (ASEP®)
Contact Me
Group 18 (1)

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