Cindy Kong

Wealth Manager

MAS Rep No: CKP300073774

Languages: English, Mandarin

Industry Experience: 6 years

cindykong@phillip.com.sg

ABOUT ME

Transited from an audit manager to wealth manager. Strong believer in building meaningful and sincere relationships through honest conversations. I assist working professionals and young couples / families in 1) Providing unbiased advices on optimization in financial portfolio 2) Building comprehensive and tailored investment portfolio. If you are open-minded seeking clarity in your career or financial journey, let's connect!

MY PROFESSIONAL SERVICES

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

TESTIMONIALS

Cindy is a friendly and thoughtful advisor, who always prioritize her clients’ best interest in her financial planning. In all our discussions, she is always well prepared and presents her plans and recommendations in a way that is easy to understand. Despite a busy schedule, she is always prompt in responding to all queries and ensures to regularly check in with her clients on their requirements. I would highly recommend her as an advisor

Joel Lock

Client

Jul 2023

Cindy provides constructive advice and stressfree experience continuously! You can always rely on her for the challenges you face.

Ho Shu An

Client

Jun 2023

Cindy's empathetic approach created a supportive environment where I felt truly heard & understood. Her recommendations have earned my complete trust, as I know she always has my best interests at heart. What sets her apart from the rest is her unwavering dedication to serving her clients. It's truly remarkable!

Liza Tan

Client

Jun 2023