At CO Wealth, we are proud of our team’s passion, drive, and commitment to continuous learning and growth in the world of finance. Our new consultants bring fresh, vibrant energy to a fast-paced, innovative environment, where learning and development are key to success.

Why Join Us? Empowering Work Culture: We foster a culture of empowerment, where each team member is encouraged to take ownership of their career journey. Your ideas are valued, and you have the freedom to explore, innovate, and contribute to the team’s success.

Expert Mentorship from Industry Leaders: Receive personalized, one-on-one mentorship from seasoned financial experts who are invested in your success. Our experienced consultants share their insights and real-world strategies to ensure your growth in the dynamic world of finance.

Hands-on Learning and Real-World Experience: At CO Wealth, learning goes beyond theory. You’ll have the chance to apply your knowledge in real-world situations through impactful projects, gaining hands-on experience that accelerates your professional growth.

Unmatched Career Growth Opportunities: From day one, we’re committed to investing in your future. Whether you aim to enhance your technical expertise or develop your leadership skills, we offer a clear path for advancement in a rapidly evolving industry.

Why CO Wealth is the Right Choice for You: A supportive, empowering environment that nurtures your growth. Guidance from experts who are dedicated to your success. Hands-on experience that prepares you for the financial industry. Endless opportunities for career advancement and leadership development. If you’re ready to take your career to the next level, join us at CO Wealth. Together, we’ll achieve remarkable success and shape the future of financial consulting.

When I decided to pursue a career in Financial Advisory, I explored multiple agencies. However, CO Wealth Advisory stood out from the rest. I chose to join CO Wealth and Ken Goh because they provided a clear, structured roadmap for my long-term career development. This structure was exactly what I needed as a new consultant, and it was backed by comprehensive training that empowered me to deliver the best service to my clients.

Ken is not only an incredibly knowledgeable and patient mentor but also a compassionate and kind individual who has been instrumental in my personal growth. He has shared invaluable life advice and his approach to mentorship has made all the difference in my success.

I am truly grateful to be part of Ken's team at CO Wealth. If you're considering a career in financial advisory, I highly recommend joining us. It's more than just a career—it's a chance to grow professionally and personally, guided by the best in the industry.

As I celebrate 10 incredible years in this empowering financial business, I feel incredibly fortunate to have found such an amazing group of friends and colleagues who continuously inspire and challenge me to grow. This journey has been about more than just professional success—it’s been about unlearning old mindsets, relearning new skills, and constantly evolving in an industry that’s ever-changing.

This year, our team had the incredible opportunity to go on an overseas trip, where we not only bonded and had fun but also took the time to learn and grow together. It was a unique experience that combined both learning and leisure. We attended training sessions and workshops that deepened our understanding of the latest financial trends, strategies, and tools, while also exploring new ways to empower ourselves and our clients.

Through this experience, I’ve come to realize that the key to success in this business isn’t just about financial knowledge—it’s about having a supportive team that encourages continuous learning and fosters an environment where personal and professional development go hand in hand. The friendships and connections I've made over the years are invaluable, and this trip served as a perfect reminder of the importance of collaboration, fun, and mutual growth in this industry.

As we look ahead, I’m excited to continue this journey, surrounded by passionate, driven individuals who are committed to making an impact in the financial world while having a great time along the way.

At CO Wealth, we believe in working hard and celebrating even harder! As a team, we embark on exciting trips at least 3-4 times a year, creating unforgettable memories while rewarding our dedication and success.

Join us and experience a career that blends professional growth, adventure, and camaraderie. With us, success is not just about achieving goals—it’s about celebrating achievements together.

Take the next step in your career, where hard work leads to exciting experiences and well-deserved celebrations!

As many of us plan our travels, shop for new bags, or consider upgrading our cars this year, it’s important to take a moment to reflect on what truly matters. Across the world, there are children wondering if they’ll be able to attend school tomorrow or if they’ll see another sunrise. There are elderly individuals who’ve never had the chance to travel or experience the joys of life outside their communities.

In 2024, children in need continue to walk hours every day just to get to school—facing long, exhausting journeys in pursuit of an education and a brighter future.

But thanks to the collective efforts of AIA and CO Wealth, we’ve been able to make a meaningful impact. Together, we’ve provided bicycles and new school bags for these children, alleviating some of the burden they carry every day and helping them reach their educational goals with less hardship.

This is just the beginning. With your continued support, we can make an even greater difference in the year ahead, helping more children and elderly individuals experience a better quality of life.

Life is more than just about ourselves.

Thank you for your generosity and for being part of this impactful journey. Your support is helping make the world a better, brighter place, one step at a time.

In just four days, our team had the privilege of engaging with over 1,600 new faces during our latest roadshow event. This roadshow perfectly showcased our “Play, Learn, Earn” philosophy, blending passion, continuous learning, and tangible results in a way that resonates with our clients.

Through dynamic engagement and meaningful conversations, we not only introduced our financial services but also gained invaluable insights from every interaction. This experience not only helped us sharpen our skills but also expanded our professional network and allowed us to deliver real value to everyone we met.

What’s Next for Our Team?

As we continue to grow and innovate, we’re excited about the future and look forward to connecting with even more people in the world of finance. We aim to empower and educate individuals on how to take control of their financial futures. Stay tuned for more updates!

I was approached by several agencies in the financial services industry, but what truly set CO Wealth and Ken Goh apart was his expertise in retirement planning. This aligns perfectly with my background in public service, as well as the mission and vision of CO Wealth Organisation.

The comprehensive guidance provided by CO Wealth, alongside their focus on personal development, ongoing mentorship, continuous learning, and training programs, were key factors in my decision to pursue a career here. Their commitment to empowering professionals to make a meaningful impact truly resonated with me.

Ken Goh is not only a knowledgeable financial mentor but also an inspiring leader with the "Ken Do" spirit. His passion for the profession and his ability to connect and motivate others make him an exceptional guide. I’m incredibly grateful for the opportunity to be part of Ken Goh’s team and CO Wealth.

If you’re considering a career in financial consulting, I highly recommend joining CO Wealth. It’s more than just a job—it’s a rewarding, fulfilling career where you can make a real difference in people’s lives while growing both professionally and personally. And yes, there’s always room for a little fun along the way!

I’m proud to introduce you to Fortunova, the dynamic team I lead at CO Wealth X AIA. The name "Fortunova" is inspired by two Latin words—Fortuna and Nova—meaning "Lucky New Star." This perfectly encapsulates what we stand for: a beacon of new opportunities, hope, and growth for both our clients and team members.

At Fortunova, we believe that anyone who joins us will not only experience financial growth but also become a guiding light for their clients, families, friends, and the community at large. We aim to bring new hope and positivity into everything we do, empowering those around us.

When you become part of our team, you’ll find the perfect blend of dreams, financial growth, and family values. It’s where your success story begins and continues to evolve, creating lasting legacies for generations.

If you’re ready to make a meaningful impact, grow alongside a supportive team, and be part of something bigger, we would love to have you on this incredible journey with us.

Over the past six months (2024), I’ve had the privilege of being mentored by Ken Goh at CO Wealth Advisory. Working closely with him through joint fieldwork and personalized coaching has been a truly transformative experience—not only for my career in wealth management but also for my personal growth.

Ken Goh is an expert Wealth Specialist with extensive experience in Wealth Management and Holistic Retirement Planning. Through our partnership, I’ve seen firsthand how his guidance positively impacts clients by aligning their financial goals with long-term strategies. His approach is built on trust, active listening, and providing tailored financial advice that delivers real, lasting results.

What sets Ken apart from other financial advisors is his patience, empathy, and unwavering dedication to understanding the unique financial needs of each client. He consistently goes above and beyond to stay updated with the latest industry trends, offering insightful, actionable advice that ensures his clients’ financial success. His commitment to lifelong learning means that clients benefit from the most up-to-date wealth management strategies.

I am deeply grateful and honored to have Ken Goh as both a mentor and a friend. His dedication to helping clients achieve financial success is unmatched. Anyone looking for a knowledgeable, reliable, and trusted financial advisor would be fortunate to work with him.

A significant milestone I achieved last year was qualifying for the MDRT (Million Dollar Round Table), an accomplishment that wouldn’t have been possible without the invaluable mentorship and guidance from Ken Goh and the organization. His support has been instrumental in my success, and I am truly thankful.

Over the past few years at CO Wealth Advisory, I’ve had the privilege of working alongside Ken Goh, and through his guidance and mentorship, I've witnessed his unwavering dedication, meticulousness, compassion, and relentless drive to help every client achieve financial security and success.

Ken embodies the three key qualities that define an exceptional financial planner: Responsiveness, Reliability, and Customer First. He not only listens but ensures that each client’s needs are addressed with personalized, clear, and actionable solutions. What truly sets Ken apart is his ability to simplify complex financial jargon, making the process engaging, approachable, and even enjoyable for every individual he meets.

With over 8 years of experience in the financial industry, Ken has become an expert in retirement planning, although his expertise spans various financial services. I've had the honor of working with Ken on multiple joint fieldwork projects over the years. His approach to retirement planning is something to behold—Ken takes the time to understand each client's unique situation and goals. His focus on building a tailored “Private ATM” solution for clients ensures they have a steady stream of income during their retirement years, which is a testament to his professional expertise and genuine care for his clients' futures.

Ken’s professionalism and competency are second to none. He consistently goes above and beyond to ensure his clients' financial success, and his positive, sincere, and innovative approach has been an inspiration to me in my own career.

I am truly blessed and proud to have Ken as my friend, mentor, and brother. His unwavering support and insightful guidance have had a profound impact on my personal and professional growth. I firmly believe that everyone deserves to have someone like Ken in their life, especially in today’s competitive financial landscape.

Ken has been my financial advisor for the past 4.5 years, and I cannot recommend him enough. In 2019, I was facing financial difficulties due to an insurance loan with Income. When I met Ken, his expertise in financial planning helped me not only repay my debts but also continue to invest and grow my money. He introduced me to various financial tools and took the time to thoroughly explain each policy, ensuring I understood every detail before making any decisions.

Thanks to Ken’s guidance, I was able to clear the debts that had weighed me down for years, including the mounting interest payments. His support made a significant difference in my financial well-being.

What truly sets Ken apart are the three key qualities that make him an outstanding financial planner: responsiveness, reliability, and a customer-first attitude. He is always there when we need help with insurance matters, and he responds to our texts and calls promptly—even when he's overseas. Ken’s dedication to his clients is unmatched, and he’s always available, even after office hours.

Ken's genuine care is what makes him exceptional. On several occasions, he has visited us with snacks or even ordered something online to be delivered. I’ve never experienced such personalized care from any other insurance agent, who often fail to check in. Ken is different—he’s respectful, polite, approachable, and attentive. No matter how big the issue, Ken is always there to resolve it. He regularly checks in with us to ensure everything is going smoothly and asks if there's anything he can assist with.

Ken has become more than just a financial advisor to us—he feels like family. We trust him completely, and his heartwarming nature has left a lasting impact on our lives.

In recognition of his exceptional work, Ken was promoted to Senior Personal Wealth Manager. We couldn’t be happier for him—he truly deserves it.

I met Ken over 10 years ago, in 2015, and was initially skeptical about financial advisors due to past negative experiences. My previous encounters involved advisors who were focused only on earning quick commissions, pushing products, and disappearing afterward.

But Ken was different. He stood out by following up with me for two full years, showing real care and commitment. His sincerity and dedication ultimately led me to give him the opportunity to review my finances.

Over the past decade, Ken has been instrumental in helping me organize my finances and clear my debts. He combines deep professionalism with a friendly, approachable demeanor, always taking the time to listen and understand my needs. His unwavering commitment has made him not just my trusted advisor, but a benefactor who has made a profound impact on my life.

Ken’s unique philosophy of aligning financial growth with personal dreams and family values sets him apart from other financial consultants. This holistic approach has guided me through every step of my financial journey.

I am incredibly grateful for the opportunity to work with Ken. Both my daughter and I are now in great hands, and I often tell her that Ken is my benefactor, my “恩人.” We continue to stay in touch, and his support remains invaluable.

If you’re seeking a dedicated, trustworthy, and knowledgeable financial advisor who puts clients first, I highly recommend Ken. His commitment and expertise are unmatched.