Strive To Serve Professionally
Kar Cheng possesses a Bachelor of Arts from University of Singapore, with majors in Economics and Statistics.
Previously an accounts manager and a certified quality lead auditor at established firms, Kar Cheng brings into her current role as a Director an eye for details.
As part of developing a comprehensive financial plan, Kar Cheng covers the areas of investment, insurance, tax, and estate planning.
She strives to serve as her clients’ chief financial adviser by coordinating activities with other professionals like estates lawyers and tax accountants. She monitors the portfolios of her clients closely and aims to work around their risk profile and risk-taking ability to achieve sustainable growth.
Why Me?
- Serving with Passion, Commitment and Integrity
- Delivering trusted advise and plan with timely market insights and a diverse portfolio of investment tools to grow your wealth
- Extending personalized financial planning to you and your family for a holistic experience in the legacy wealth journey
Wealth Protection
•Family Income Protection
•Medical Insurance Planning
Wealth Creation / Accumulation
•Cashflow Management
•Planning for Children
•Retirement Planning
•Savings / Investment Planning
Wealth Distribution
•Estate Planning
•Legacy Planning
•Business Succession Planning
•Lasting Power of Attorney (LPA)
•Wills and Trusts
My Group
What They Say…
Kar Cheng is one of the most thorough and capable advisors with whom my family and I have engaged. She is very much caught up with the latest news and implications on our portfolio, and comes very well prepared for every meeting with detailed options.
Kar Cheng demonstrated high level of professionalism in her work. She had been a trusted and dependable financial planning advisor providing valuable investment insights and advice, always putting the client's interest first.
Kar Cheng is very professional in her work. Her analysis on financial product is very objective. She does not exaggerate just to close sales, unlike many other financial advisors that I have met.
When I seek for a financial advisor, I look for one who is credible in her field, trustworthy and considers my interest at all front rather than making a sale. I highly recommend KarCheng as she is very personal and dependable in genuinely helping to serve her client's needs. Her advice is always objective which allows me to make the right decision every time.