“Until I spoke with Bobby at KC Investments I didn’t really fully understand the wide range of benefits on offer to expats. Bobby helped me unlock my pension funds, which, spanned over a decade of contributions into numerous different schemes. Ultimately this process will save me thousands, if not tens of thousands in tax bills when I do finally retire. Thank you Bobby”.
“My husband and I have been using KC as our financial advisor since mid 2013. Jarrad is friendly yet professional and very knowledgeable particularly for expatriates. We have found his advice to be sound and tailored to our circumstances. We are very happy with the results he has achieved for us. He comes highly recommended. “
“We would like to express our thanks for your professional and knowledgeable guidance you have done for us making our money work well. The straits times published on 15 Jun 15 : many cpf investors get their fingers burst – only 15% made profit larger than 2.5% and 40% made losses. You made us one of 15%. My first impression of Mr Deepak was that he was a very patient and understanding person. He took the time to explain to me and make sure I understood then moving on. We felt very comfortable to put our finance in his care and trust him that he will put our money to work more effectively.”
“I have known Kevin for about 4 years now and as well as a financial advisor he has become a personal friend. In my opinion he is entirely trustworthy and reliable and my experience of his firm has been the same. Working in the finance industry myself I value the opportunity to bounce ideas off someone who has a decent knowledge of the vast array of financial assets that are available to the individual these days, and the risks and potential returns involved- rather than just flogging this month’s hot product. It is important to me to be with someone who likes what they do, and like me is in it for the long term. Brendan has a clear understanding of my financial situation and long term objectives and gives straight talking advice on that basis. Highly recommended.”
Standard Chartered Bank
“I spoke to a few consultants about QROPS (pension transfer from the UK) and Kevin proved to be head and shoulders above the rest in terms of his knowledge, clarity of advice and his ability to help manage our expectations along a fairly complex process. The upside of doing a QROPS for me is huge but I am delighted I chose Kevin to help me do it.”
“Mr. Kevin was initially my wife’s consultant. I was impressed by what was happening with my wife’s account, and I got her to introduce him to me. He was thoroughly knowledgeable, not pushy but was persuasive. He immediately tailored to suit my needs and I hear the same thing from wife too. Though the growth of our funds in iFast are in the infant stage, both of us are confident that we will have positive financial gains in the months to come. I feel assured that my wealth is in the hands of a mature, experienced professional who is only sincere to his clients.”
“I transferred an under performing investment portfolio to Deepak’s control, His thorough domain knowledge, professionalism and engagement level have benefited my holdings. Cutting to the chase, he quickly created tailored plans in line with my clear financial goals, setting the right trajectory while presenting them in layman’s terms.His pleasing and innocuous persuasive skills go down well during our discussions with none of the oft showy and pushy promises reminiscent of some in the industry. Deepak seems to have perfected the art of relationship-building and has an effervescent personality but maintains a distinct sensitivity towards client needs. Barring our business relationship in its infancy stage, I am confident that our core objectives of wealth creation and preservation are well on their way to a good start with some promising returns becoming a reality in the near future. I would have no hesitation recommending him for your own financial planning needs.”