Ryan Koh & Associates – Financial Consultant

We are a financial agency with a leading UK insurer. Established in 2003, and with the mission to raise our team members to reach their highest potential, we focus on building efficiency-driven business processes and personal development of every individual in our team. 

Our customized financial blueprint includes a thorough portfolio audit where we seek to streamline your existing programs to make it more premium efficient and updated. At the same time, we also help you to set up a Claims Activation System whereby speedy insurance payout is ensured to prevent any unduly financial stress on your loved ones. 

Our Consultants specialize in conducting Policy Audit for customers. The 3 key benefits are

1. You will have complete clarity of your existing portfolio clarity and how they function as a whole
2. Claims activation system will be set up so that claims can be processed in the fastest manner when it arises
3. Remove/reduce outdated policy items, usually more expensive, to achieve premium optimization

After the audit, we will then proceed to work on your desired financial goals for your family and self. They may include

• Retirement Planning
• Wealth and Legacy Planning
• Insurance Planning
• Medical Planning
• Family and Children Planning
• Loan Cancellation Planning