About Klaus

Klaus Koh
Wealth Planner, Alpha Wealth Financial Advisers Pte Ltd

 

Klaus is a forward-thinking wealth planner with a unique background in both traditional financial advisory and InsurTech innovation. After beginning his career as a financial consultant, he spent 3.5 years at a FinTech firm specializing in insurance technology—an experience that shaped his tech-driven approach to financial planning.

 

Today, he combines industry expertise with cutting-edge tools to help clients visualize and optimize their financial strategies. In an era of big data and AI, Klaus believes financial planning should be transparent, data-powered, and client-centric—transforming complex numbers into clear, actionable insights.

My Services

Dynamix Comprehensive Analysis

What set us apart from product sales person is we help client discover their dream, goals and needs through deep data collections and also tough and deep question about them and the things they want to achieve. With the right data, we are able to plan and strategist a solid plan that help me achieve their goals and take less bad decision that they could potentially make. Our team, we call it DCA Dymanix Comprehensive Analysis. The DCA process also uses the most advance digital financial planning tools to help our client plot the most difficult and complex financial scenario and help our client achieve the most realistic simulation about their life. So that such planning enable us to help our client achieve their dream in the most realistic way that is achievable in real life. Not some fancy financial concept that may or may not work realistically.

Save
The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.

My Achievements

Top Rookie
2012
Million Dollar Round Table (MDRT)
2013 to 2015
Court of the Table (COT)
2016 to 2018
Chartered Financial Planner (CFP)
2016

Videos

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