HOLISTIC ADVISORY | EDNA KHENG
+65 9339 9061
Strategic Wealth begins with Strategic Advisory
The Right Advisor Changes Everything
About
Edna Kheng
Deputy Branch Director | Associate Director, AEPP®
Wealth & Asset Management | Risk Management
Estate & Legacy Planning
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A dynamic and proficient ex-banker in the industry for more than a decade, Edna has been advising clients on various wealth accumulation, investment tools and mortgage loans as part of their holistic portfolio planning.
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Thanks to clients and partners who have journeyed with her along the way, Edna has been amongst the top performers both as an individual and team contributor. Edna was one of the branch managers in a local bank managing both sales and service teams. Before that, she was a relationship manager in both mass affluent and premier banking platforms.
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Edna was also from the mortgage brokerage advisory firm PropertyGuru Finance and was one of their top advisors during her time there. She is now the principal consultant at her own mortgage consultancy firm.
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Today, Edna prefers to have a more personal relationship with a select group of clients to better cater to their needs.
Holistic Advisory
Tailored advice to ensure you find the best possible solution for your individual needs
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Wealth & Asset Management
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Build toward your financial goals, whether that is a college fund for your children, a new home or eventually retirement.
Work with someone who can understand your goals, resources and constraints and working within those to achieve a financial goal.
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Risk Management
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Managing risks is a critical component of financial planning, and we take this responsibility seriously. We are committed to helping you navigate potential risks and make informed decisions that support your financial well-being over the long term.
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Estate & Legacy Planning
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett
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Whether you are looking for portfolio diversification, estate liquidity to cover liabilities or estate equalization for fairer distribution of assets, you can have a private chat with us.
Other Referral Services
Residential Property Loans:
Private Financing / Refinancing
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Plan ahead for your purchase to ensure there are no surprises especially when it comes to financing.
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If you've already got a home loan, journey with us so you won't feel anxious about refinancing. Clients under our care feel less anxious in these times than those on their own because we look out for you.
Commercial Property Loans:
Corporate / Personal Names
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Clients may purchase commercial units for their own operating use or for investment purposes.
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Depending on your holding structure and type of commercial property, we provide advice on the best financing options across banks.
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For expanding businesses with commercial property loans, you may also speak with us to evaluate opportunities for equity loans.
Disclaimer: Some of the content pertaining to information or services from a person or company and is unrelated to finexis advisory Pte Ltd . For the avoidance of doubt, such information or services are not provided by finexis advisory Pte Ltd and is accordingly indicated. The content does not represent the views or opinions of finexis advisory Pte Ltd.”
Clients Say...
She is professional and is able to connect with clients with ease. I liked her go-getter attitude and her up-to-date market info and solutions that show she knows her stuff.
Scott A., CFO
Contact me
for a confidential chat to find out more about how I can help you achieve more today.
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Let's grab that coffee soon!
Address
73 Ubi Road 1
Oxley Bizhub #08-54
Singapore 408733
Phone
9339 9061
