Work Experience / Resume

It was an insightful discussion with Eng Seng in 2018 that made me realize Alliance must be doing something good and different to run a quality business for 30 years.

Financial planning was never part of my career consideration until I had the opportunity to speak with Eng Seng. That conversation helped me understand the importance of financial advising and how it impacts people and their loved ones.

Fast forward to present, I still look forward to creating positive financial impact by sharing professional advice, responsibly.

I am heartened and deeply honoured when clients put their 100% faith in me to draft the most appropriate planning for their needs and trusting they are in good hands be it with Alliance or myself.

It is always a joy to meet and work with self-responsible clients and there is also immeasurable satisfaction growing the relationship – from strangers to clients to friends.

Years in financial planning:

Since 2018

Areas Of Specialty

We cover a wide range of insurance solutions from travel to legacy planning. I take a strong interest in the following:

• Cashflow Management
• Corporate Insurance / Employee Benefit
• Investment

Awards + Achievements

AXA Signature 2021 - 2022 ^new
Star Club 2019

What I am passionate about

Five words that best describe me would be dependable, genuine, helpful, patient and rational.

If I am not a financial planner, my second most ideal job will be a financial trader as I find a sense of gratification from analysing information and reaping the returns of a correct investment choice.

Some trivia about me - one of my talents is finding the right GIF to aptly communicate my thoughts, when words are insufficient to express. The below is how you will find me reacting when I am asked to sing a song during karaoke.

Another fun fact: Batman is my favourite hero since childhood. Although his character is fictional, Batman is very inspirational with the way he overcomes pain and troubles. He epitomizes the phrase “Where there’s a will, there’s a way.” and this helps me to persevere in face of adversity.

Being an FP is not the easiest job for me as an introvert. Motivated by a strong penchant to empower financial sustainability for all through proper planning, I push myself to slowly transit from an introvert to an ambivert by proactively saying hello first and reaching out to people. This is something I try to improve on a daily basis.

I am blessed with a supportive, caring and professional team at Alliance. It makes work not only a breeze but also extremely pleasant. My seniors are helpful and patiently show me the ropes to achieving holistic success - from healthy living to adopting a systematic approach to resolve financial worries.

Working and hanging out with the entire team feels great – even watching them perform at karaoke sessions are a joy.

Something that warms my heart: The spirit of accountability is prevalent in the team when clients encounter an issue. There are no finger pointing or shirking of responsibilities but instead the whole team works in a collaborative manner to liaise tightly with AXA, settling issues for our clients.

Strongly recommend Kelvin Ang. Responsible and highly responsive. Goes the extra mile to take care of clients.

– Ang Su Hui

Look for Kelvin Ang! Honest, reliable and patient.

– Jerald Ng

Kelvin has always been very attentive when listening to my financial concerns and patient when explaining the rationale behind each proposed solution. Each is well thought out and although he believes the policy is the most suitable, he does not sell it across aggressively but instead gives adequate time and space for careful consideration. These are factors which I believe adds a human touch and differentiates him, keep up the good work!

- Simin Lim