Khoo Li Zhen is a passionate and dedicated financial advisor with over 15 years of experience. Her career began in 2010 at Prudential, where she spent six years refining her skills before moving to Singlife FA in 2016. From 2016 to 2023, she continued to grow as a Wealth Manager, building lasting relationships and earning the trust of her clients. In 2023, Khoo joined Synergy Financial Advisers as an Associate Director under the Straits Wealth branch, where she has already made a significant impact.
Li Zhen holds a Bachelor of Business in Management from RMIT University, which gave her a strong foundation in business principles and management strategies. Li Zhen's reflect her commitment through continuous growth and excellence. She is fully accredited in a range of financial areas, including Life Insurance, Accident & Health with Shield, Investment, General Insurance, and Group Insurance. In addition, she holds several key certifications such as COM GI, BCP, PGI, RES5, M8, HI, M9, M9A, and M8A, all of which highlight her dedication to staying ahead of industry trends and providing expert advice. Her client base includes C-suite executives, business owners, and management professionals. Khoo specializes in business and family legacy planning, as well as retirement planning.
Outside of her professional life, Li Zhen is a devoted wife and mother to two lively boys and a little maltipoo, who inspire her daily. She is also an active grassroots leader, spending much of her free time giving back to her community through various initiatives. Her commitment to serving others reflects her belief that financial planning is not just about numbers but about making a meaningful difference in people’s lives.
Known for her ability to simplify complex financial concepts, she takes the time to listen to her clients, understand their unique needs, and provide personalized solutions. This approach has earned her a reputation for being an empathetic and trusted advisor who builds lasting relationships based on trust and transparency. What sets Khoo apart is her genuine passion for financial education and her commitment to adding value to her clients’ lives. She believes that financial planning is a tool for empowerment, and her goal is to ensure her clients feel confident and secure in their decisions.
Through her deep understanding of financial products and her caring approach, Li Zhen helps her clients navigate life’s financial challenges and plan for a secure future. Khoo Li Zhen’s unwavering dedication to her clients, her expertise, and her passion for giving back to her community make her an exceptional financial advisor. She continues to inspire those around her, building a legacy of trust, integrity, and lasting impact.