Biography

Keef has established himself as a distinguished adviser in the financial industry, having dedicated a youthful seven years of his professional life to Synergy. With a captivating persona and a profound passion for his craft, Keef has garnered a reputation for his exceptional expertise and unwavering commitment to his clients.

Coming straight from a Bachelor of Business (Major in Management) degree, he has since amassed a vast number of industry qualifications and certificates that back his expertise in the field of wealth building and portfolio optimisation for personal finance.

Keef is naturally outspoken, curiously opinionated and very often enthusiastic when it comes to discussing about macro economics and how the world of finance works. He advices passionately on the overarching strategy of wealth management by sticking to clear principles for efficiency, simplicity and success in achieving clients goals. Keef is also part of a highly successful and internationally diversified team within Synergy: The Spire Group. Embodying their vision: "Fulfilling Dreams, Enriching Lives" allows him to achieve both his clients financial goals along with his own hence why they remain experts in the field of relationship building, competent advisory with utmost professionalism.

With an extensive knowledge in multiple areas of finance such as Investment, GI, Life and Life (A&H with Shield), Keef is actively sought after by many and his advice is considered highly reliable. Not bound by any fiscal limitation, he enjoys taking up the challenge of compelxed financial cases whilst aiming to deliver beyond just his scope of advisory. His clients not only benefit from his active participation through meetings and discussions but also from his extended network of professionals ranging from investment properties abroad, taxation, estate planning and law.

Elaine

Senior UX / UI Designer

Keef is a friend for many years. Knowing his character firsthand and how knowledgable and passionate he is in the sector, he was easily the first person I reached out to for advice recently when I needed a professional to advise me on upgrading my insurance plans.

I appreciate how Keef took time to get to know my goals and current financial situation before researching and proposing plans he thought might be suitable. What I feel sets him apart was his patience and willingness to share and answer my questions, and he is not afraid to share his honest opinions with me, as long as he feels it’s beneficial for me. He is very sincere during our meetings and always made me feel trusted and respected, hence I would truly highly recommend him to my friends and family (or anyone for the matter) for any financial and insurance planning services!

Mr Raymond Koh

Manager at MNC

I am thrilled to share my exceptional experience with Keef. From the very beginning, Keef was instrumental in facilitating my policy application, making the process seamless and stress-free for a layman like me. Every query I had was met with prompt and thorough responses, showcasing an impressive level of responsiveness and commitment to client satisfaction.

What truly sets Keef apart is his remarkable patience. He took the time to explain key terms and terminologies in a way that was easy to understand, ensuring I was fully informed and comfortable with my decisions. He focused on what was best for me and my current circumstances, which made me feel valued and respected as a client.

I highly recommend Keef to anyone seeking a knowledgeable, patient, and genuinely helpful adviser. His dedication and professionalism are second to none.

Cheryl J

I have known Keef for several years. He has proven himself to be truly knowledgeable in wealth management. Very happy with his friendly yet professional approach in helping me with my financial planning. Have recommended him to friends.