CO WEALTH ADVISORY

Ivy Kiong

CREDENTIALS

MDRT 2021| MDRT 2022 | AIA Employee Benefit Specialist | AIA Personal Wealth Manager

ABOUT ME

As the saying goes, "A penny saved is a penny earned," and I believe in maximising your resources to achieve your goals. With a passion for helping individuals and businesses navigate the world of finance, I bring expertise and a personalised approach to every client interaction. I am here to guide you towards a secure and prosperous future. Let's work together to make every penny count!

TESTIMONIALS

  • John Tan

    I have known Ivy for many years and there is so much positive things I can say about her. In short, she has been a tremendous assistance to our overall staff benefit management. She is utterly knowledgeable, responsive, meticulous yet never intrusive. We can always count on her to make things right! So can you.

    John Tan, Group HR Director

  • Ivy has been very helpful in reviewing my financial policies and recommending what is best for me. Her explanation is clear and easy to understand. She goes above and beyond by providing a detailed summary of all my policies, including the list of my coverage and my overall expenditure. I feel assured and know that my financial portfolio is in good hands.

    Salihuddin, IT Business Analyst

  • I have taken many insurance from her for my full family. Intialy I wasn't interested. But then she explained me the benefits and other costs implications, I got sure myself. She is generous and very friendly with us and same time professional also. I would like to recommend her to any of my friends. Wish her luck in future.

    Benktesh Kumar, Senior Engineer

  • Ivy is a very dedicated Insurance consultant who patiently hears to the clients needs and recommend products based on their needs and budgets.She is very professional in her approach and always approachable for any queries or clarifications.Wish Ivy all the very best in her career.

    Mr Rama, IT Consultant

  • Benny and Ivy have been doing a very good job. I have a lot of questions in regards to insurance policy and they are patiently explaining to me. As well as reminding me about some details I might miss out. They are constantly in contact with me, which is a good thing. Keep up the good job! 🙂

    Kenny Bella, Manager

  • Ivy & Benny extended very good service and recommend best policy that is suitable for me. Presentation and explaination were clear.

    Ferlinda Xu

  • Compliments on your exceptional customer service.

    Flora Tan

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