CO WEALTH ADVISORY

Karna Wee

CREDENTIALS

MDRT 2021-2025 | Employee Benefits Specialist | AIA Personal Wealth Manager | Bachelor in Business Management |

ABOUT ME

I believe that a successful life requires the balance between Health, Wealth and Life. The journey to your financial success requires the joint effort of you and I.

I specialize in creating a smooth sailing financial journey through the planning of four phases - Wealth Creation, Wealth Accumulation, Passive Income Generation and Legacy Planning and to be the guardian of 10,000 Families & Dreams

You deserve to enjoy the fruits of your labor. Let me help you plan your well-deserved financial goals.

  • PROFESSIONAL AND RELIABLE AGENT FOR RECOMMENDATION

    Hello Everybody,

    Karna is professional and prompt in providing excellent financial services. She is objective in providing non-biased advice to clients. A reliable agent to work with. Thank you, Karna.

    Regards, Adron, Director

  • MEET SOMEONE COMMITTED

    Hi Everyone,

    Karna is very committed to her work and treats her clients like friends. She explains my new policy to me and even goes the extra mile to compile all my policies. She has many pipelines in financial services and shares updates on any new products. I am very grateful to know this sweet lady.

    Regards, Vivian, Executive

  • MEET SOMEONE TRUSTWORTHY

    Hi Everyone,

    I've known Karna since 2016, and she has been someone whom I could trust since then. She is someone who will always be there for you and will always respond to your questions without fail. She is definitely someone you can depend on to protect and insure yourself and your family. Thank you for all the support, and I look forward to many more years!

    Regards, Camille, Executive

  • MEET SOMEONE GENUINE

    Hi Everyone,

    Karna is detailed in her work and is genuinely interested in me and my family's well-being while assisting and answering all my queries with patience.

    You are definitely in good hands when you plan with her.

    Regards, Eileen, Secretary

  • RESPONSIBLE AND CHEERFUL AGENT

    Hi Everyone,

    Karna is a very responsible, kind, and cheerful agent. She knows her products well and will recommend the most suitable one. She also puts in extra effort to rearrange all the policies I have (including those from other companies) into a file so that I have a clear idea of how well and how much I am covered. Thank you for your effort, babe <3 <3 <3

    Regards, Jennifer, Consultant

  • PROTECTION FOR BUSINESS

    Hi Karna & Matthew,

    The sharing today is really beneficial to my business development plans and protection moving forward as it grows and faces more financial demands and challenges.

    Thank you so much for the fruitful session.

    Regards, Ily

  • MEET SOMEONE PATIENT

    Having a good time with Karna, patient and understanding when explaining. Lovely and cheerful person. Accommodates and advises solutions according to my lifestyle 😎👍 Happy with the services. Keep it up, Jia you!

    Regards, Jun, Self-Employed

  • PRETTY AIA AGENTS

    Hi Everyone,

    Happy to have these pretty ladies help me out with all my insurance policies! I believe that with them and AIA, I’m in good hands. Cheers!

    Regards, Raymond, Executive

  • 专业

    Hi 大家,

    感谢你们给予专业的意见以及建议,让我们更加了解哪一个保单更加适合我们,也让我们能找到合适我们的保单以及我们是能力范围可以承担的保费。在我们觉得很混乱的时候,给了我们很多帮助,细心的耐心的一一解答我们的问题……

    Regards, Kenny & Silvia

  • 敬业的保险经纪

    Hi 大家,

    Karna and Kamen 是两位都很敬业的年轻保险经纪。他们都很有耐性解释不通有意的保险配套,也常常提出对我们都很有利的财务建议。认识了他们那么多年,我对他们的服务都一直很满意。有了他们的协助,我能更好地管理名下的保单等等。希望他们再接再厉,继续带给为更多人最佳的服务。

    Regards, Mr Koung, Business Owner

  • MEET SOMEONE PATIENT

    Hi Everyone!

    Karna and Kamen have been amazing consultants since the day I met them. They are always so patient and take the time to understand what my family needs before recommending the best plans for us. They also often go the extra mile to help us collate our previous insurance records in order for us to get a much better idea of what we have.

    I think it's really important that consultants are well-versed in the entire spectrum of products, and Karna and Kamen never fail to deliver. They are always able to explain all these policies in the simplest way possible, which is easy to understand.

    Their passion and dedication towards their work are also very inspiring. Thank you for all the help thus far, and I'm looking forward to more advice from you both in the future!

    Regards, Filbert, Business Owner

  • MEET SOMEONE DETAILED

    Hi Everyone,

    Karna is very detailed in explaining to me the features of the plan and ensures that I know what I am signing. She is also very accommodating in meeting my schedule during our meet-ups.

    Regards, Roland

  • MEET SOMEONE AWESOME

    Hi Everyone,

    Hey Karna and Kamen! Thank you so much for your advice over the years! Great meet-up for my yearly review, nearing my birthday! It helps to make sure I am well aligned with my age, health, and financial planning! 🌟😁🌟🎁 Always awesome to know I am well covered and how to grow wealth and protect my family and loved ones!

    Regards, Eden

  • FRIENDLY AND PROFESSIONAL AGENT ONE COULD EVER GET

    Hi Everyone,

    Karna is a friendly person who I have known since my secondary school days, and I am glad that I chose her as my AIA agent ☺

    She is someone who is full of knowledge in her line of work, as well as an approachable agent, as she has answered all of my queries regarding the different types of plans that AIA could offer.

    I am really thankful to have Karna assist my family and me with our insurance savings plan.

    Thanks, Karna!

    With Love, Suria

  • 专业

    Hi Everyone,

    Karna 是一位非常专业的保险经纪,她总是非常有耐心的听取我的需求,然后根据我的个人情况来给出非常专业的建议。她从不介意我在咨询的过程中提出任何要求和问题。对于我的提问,她总是会事先准备好所需的资料,让我感到非常安心。对于她的服务,我深表感谢!

    Regards, Joy

  • MEET SOMEONE CARING

    Hi Everyone,

    Insurance is very important, and hence we need to find a reliable agent to oversee our plans. My friend introduced us to Laura and Karna. They are very patient and accommodating. They explained everything to us thoroughly and made detailed comparisons between different companies. They are always there for us whenever we need them. They are truly 5 Cs!

    Caring Compassionate Customer-oriented Creditable Consistent

    Look no further if you need someone to take care of your insurance portfolio!

    With Love, Alex, Cherie & Taerius

  • MEET SOMEONE UNDERSTANDING

    Hi Everyone,

    I got introduced to Karna and Kamen via a Facebook ad in late 2018 and did not have many expectations before the meeting; I just wanted to give it a try. Instead of trying to sell what they wanted to sell me, they tried to understand my needs and constraints and recommended a product that would suit my needs. Since then, they’ve helped me with all my insurance needs.

    Regards, Anand, VP

  • MEET SOMEONE PATIENT

    Hi Everyone,

    Karna is always patient with my questions and needs. As I don't stay in Singapore and my needs are different from the rest, she listens and helps me plan an insurance plan that caters to me and my kids.

    She is very responsive and easily reachable. Her well-equipped knowledge gives me confidence in her. I have introduced some of my friends to her, and there have been no complaints from them.

    Thank you for being my insurance agent. Highly recommended A* agent. 🤩

    Regards, Evelyn, Executive

  • EVER SO PATIENT!

    Hi Everyone,

    Thanks, Karna, for being so patient with my questions and needs! I appreciate your help and the sincerity that you put in for your clients, and your working attitude is motivational. Thank you for being part of my insurance journey, and I know I can rely on you 😉

    Love, Jingyi

  • EXCELLENT SERVICE AND FOLLOW-UP

    Hi Everyone, Dear Karna,

    Ever since I swapped insurance companies, I have had no regrets. Your service and follow-up have been excellent. You always keep me updated on any changes to policies. Also, your personal touch of sending cards and gifts on special occasions truly shows your dedication and thoughtful gesture.

    I highly recommend you to anyone considering taking up any policies.

    Yours Truly, Pauline Gan

  • ALWAYS WITH US

    Hi Karna,

    Hello Karna & Partner, good afternoon. On behalf of my family, I would like to say a big thank you for your kind support over these past few years with us.

    No doubt everyone is busy with other family matters and work schedules, yet you and your partner never forget our family. Hopefully, at the right time, we shall meet up again so we can catch up on the new updates to the policy and have some lunch at our home.

    We value you and your partner for the service given to our family. Salute and respect ✊

    Regards, Halim

  • 客户的定心丸

    Hi Karna,

    谢谢你,在我不懂该如何投保保护自己的时候,给予了有效的建议。在有疑问的时候,你都第一时间回复信息解答问题,给予帮助。你的态度就是客户的定心丸,谢谢你Karna,感恩有你!

    Regards, Hai Juan

  • INTERESTING SESSION

    Hi Jun & Karna,

    I had a very interesting session with Karna and Jun. I was able to understand the plans better as they were explained in a clear and detailed manner. Thank you for the interesting session.

    Regards, Elizabeth

  • DEDICATED AND FRIENDLY

    Hi Karna & Jun,

    Karna and Jun are very nice. They give exactly what I am looking for, together with great advice on what I can add on to it. Good job and keep it up.

    Regards, Jackie

  • 有活力的经纪

    Hi everyone,

    Karna and Crystal,

    谢谢两位专业、有活力的保险经纪,事无巨细地耐心跟我讲解每个保单,让我更加了解保单里的细节。 两位经纪也很细心地帮我规划我的保险,让我的生活更加有保障。 谢谢你们!

    Regards, YinXia

  • MEET SOMEONE DETAILED

    Hi Everyone,

    Thank you very much for the detailed explanation about the investment and protection plan. This is the first time I received such detailed information and benefits about this kind of programme. I never expected to spend 2 hours in discussion with you guys, but I’m fully satisfied with the very long discussion. Hope to work with you guys again. Cheers, thanks again!

    Regards, Hasitha

  • MEET SOMEONE DETAILED

    Hi Everyone,

    I love the way you explained using the pyramid, which allows me to take note of the things to build and focus on. The explanation of things was very good, and helps to increase my awareness given my unique current life stage (own level of comfort). Both Chris and Karna were able to assist in the management of this overview and break it down into bite-size pieces. Thank you!

    Regards, Senthu, Director

  • MEET SOMEONE TRUSTWORTHY

    Hi Everyone,

    Today is our 1st review session, for me to give you all the inputs because I trust you both (leaving it to the experts to advise and manage my portfolio). I’m looking forward to your analysis and advice moving ahead.

    Regards, Gabriel, Director

  • WONDERFUL EXPERIENCE

    Hi Everyone,

    I had a wonderful experience with AIA Insurance. Ms Karna Wee provided excellent service and made the process of insurance quick and easy. She was very thorough and efficient, and I am happy to know that dealing with insurance can be this painless. I will definitely return to Ms Karna Wee. Thanks again for your kind services. 😇

    Regards, Ms Ohnmar

  • MEET SOMEONE SINCERE

    Hi Everyone,

    Hello Karna & Joel,

    After several attempts of finding the right insurance agent, we are so glad that we met you both. We can feel how genuine and sincere you both are in getting us insured and making us understand the policy before getting it. It has been a pleasant experience with you guys and we hope your future clients feel the same way too. Thank you for all your help! ❤️

    Regards, Sarah & Adam

  • MEET SOMEONE DETAILED

    Hi Karna & Chris,

    I have been thinking about this for a while now and have really wanted to start on this. Chris and Karna made it so easy for me to absorb the details (not just jargons). I really appreciate how you explain things to me, especially for someone who doesn’t know much and is not even sure what questions to ask! In the area of protection (TCM benefits), I never knew that I had these benefits until you highlighted them to me, and the whole claim process is not as daunting as I would have thought. What is even more personal is that we are of a similar life stage and can connect so well, and I am very sure you will connect nicely with my family when they are back in Singapore too! Overall, I am living it now, knowing what these programs and planning truly mean to me!

    Regards, Monica

  • FUN AND ENGAGING SPECIALISTS

    Hi Everyone,

    WELCOME BACK TO THE OFFICE!

    We welcomed our Singapore employees back to the office with a health-themed event full of F_U_N! Besides getting our health record cards through the medical checkups, we didn’t forget to have fun with a series of socially-distanced activities and games. By the end of the event, most of us had forgotten that we hadn’t seen each other in a while!

    Kudos to Karna Wee, Jae Chik, and Jennifer Poh for partnering with us and preparing the aromatherapy-based sanitizer, customizable for each of us, as well as the 'Ang Bao' Grab Wall in line with Lunar New Year! Employees were tasked to complete a set of health-centred challenges to get a chance to win cash prizes from the Ang Bao Wall. Our top winners went home with Novelship credits and food coupons! Amid the global pandemic, this was a great start to the Year of the Tiger 2022, seeing and interacting with each other normally again!

    #NovelshipFam

    Regards, Novelship Team

  • MEET SOMEONE TRUSTWORTHY

    Hi Everyone,

    After meeting more than 10 insurance agents, we settled with her because of her top-notch service. Over the years, we have built trust, and she has also gained my parents' confidence. She always keeps in contact with us, rarely misses our calls, always has answers, gifts us once in a while, and settles our claims super fast. Without her, I don't know what would happen to my family.

    Thank you, Karna! <3 May God protect and bless you and your family.

    #bestinsuranceagentever #agentturnedfamilyfriend

    Regards, Faizah & Vicky

  • MEET SOMEONE PATIENT

    Hi Everyone, Hi Karna,

    Thank you for being so helpful and patient in explaining the insurance policies, as well as guiding me to find the most suitable and ideal policies in Singapore. I love the summaries of the insurance plans you have prepared for me so far (including those I have with my previous agents). They’re very useful, especially when I have several existing plans and tend to forget the details of the coverage and benefits easily.

    Highly recommend to others. Thank you for your time today. See you soon and stay safe 🙂

    Regards, Chwee Fern

  • MEET SOMEONE ASSURING

    Hi Everyone,

    Hi Karna & Jennifer!

    Thank you for helping me understand what my portfolio lacks and how to improve it! As a young adult starting out in my career and the rest of my life, I feel that it's very important for me to start planning early for the different phases of my life.

    Financial planning may be an intimidating thing, but with you and Jennifer, it was a breeze! With layman explanations, I fully understood what I will be covered under in any circumstances. I look forward to working with you, and I'd highly recommend you guys to any of my friends who are looking to kick-start their financial planning! 💪🏻

    Thank you again for your time today; I really appreciate it! ❤️

    Regards, Chelsea

  • MEET SOMEONE DEDICATED

    Hi everyone,

    Karna is an agent dedicated to helping folks around her. She regards her clients as friends and not just a business deal. Glad to know her and entrust my policies with her.

    Regards, Kelvin

  • MEET SOMEONE PATIENT

    Hi Everyone,

    Happy to have Karna as my family’s insurance agent. Karna provides excellent assistance and ample information on the type of proposal that best suits us. She’s definitely not the type of financial planner people usually try to avoid. Karna always puts our interests at heart, patiently listens, and gives advice to help us build a better future for our kids. 10/10 would do it again with Karna!

    Regards, Therisa

  • MEET SOMEONE KNOWLEDGEABLE

    Hi Everyone,

    Karna is very knowledgeable in assisting me with my queries on estate planning and asset distribution. She was able to give me assurance that my family will be well taken care of when I am not around. Thank you so much for your kind service and explanation.

    Regards, Mdm Low

  • MEET SOMEONE GENUINE

    Hi Everyone,

    I kick started my financial planning journey today with Karna, and opened my first savings account! I first met Karna when I was working as her PA, and she moved me with her genuineness right from our first meeting. As a skeptic, I used to avoid financial planning and planners like the plague; however, while working with her, I witnessed Karna's conviction and dedication in giving the best to her clients. That is a quality of hers that I really admire, and I remember thinking to myself, "When I've gathered an amount that I'm personally satisfied with, I will do something with it, and when that time comes, I would love for Karna to administer it." And today, we did that!

    Karna carefully listened to my goals and provided me with comprehensive information. She was very transparent and gave me informed advice which not only aligns with my goals but also goes as far as supplementing them. No upselling, no pressure, almost like seeking advice from a friend. Her cheerful and personable nature made her a very nice person to be around, which made the appointment a very pleasant and fulfilling one! I didn't walk away wondering if I made the right choice, which often happens with impulse purchases or commitments. Instead, I left feeling super accomplished and relieved. Very happy!

    Regards, Charis

  • MEET SOMEONE THOUGHTFUL

    Hi Everyone,

    I would sincerely like to express my gratitude to Karna and Amin for their thoughtfulness and professionalism in explaining the various types of proposals to suit what’s best for my needs throughout the discussion.

    You are indeed very meticulous, attentive, and helpful, and I’m very impressed with your service. You both went the extra mile… Thanks so much, really appreciate it! 😄

    Regards, Amy

ARTICLES WORTH READING