Teo Beo Khoon, is an Executive Financial Consultant with Alpha Private Wealth Advisory (APWA), an authorised group of Financial Advisers Representatives from Alpha Wealth Financial Advisers Pte Ltd.
Prior to joining APWA, he was with AXA Insurance, where he advised clients from various background in their risk management portfolios. During his time there, he also developed a holistic wealth accumulation and risk management model.
With more than two decades of past military experience and training, Beo Khoon is an advocator of continual improvement through learning and doing. This is why he continues to equip himself with new knowledge and shared experiences so that he can provide the best-in-class advisory for his clients; especially on Estate planning, which he sees as a critical missing piece of most people’s financial planning portfolios.
#ABCwithBK
#MilitaryRetirementSpecialist
#TrustedAdviserofProfessional
Beo Khoon, AKA BK in the military, spent more than two decades in the military and he retired as a senior officer in the SAF. Back in the SAF, he was taught to do the right things right, and to share best practices. He believes in giving back and molding the next generation which is why he volunteered to teach the middle-level officers as a Directing Staff (DS) in the Army Officers' Advanced School. That further fueled his passion in educating and coaching which led him to further his studies in National Institute of Education in the Specialist Diploma in Learning Science. As an ex-military officer, he was brought up to be professional and meticulous in every task that he embarks on as any error made in military operation planning may cause a ripple effect downstream.
When BK retired from the military, he decided to venture into wealth management as it has always been a topic that he taken a keen interest in. However, as a fulltime military professional back then, he could only plan and monitor his own portfolio whenever an issue/need arose, like creating an excel to plan his wedding expenses, creating a buy-sell property calculator, to comparing different financial platforms to outperform bank interest rates. As a result of this, he was the go-to whenever his peers had financial questions.
So, in 2021 when he joined the financial advisory industry, he adopted an Attitude and Belief with Commitment (A.B.C) with BK (#ABCwithBK) approach as a guiding principle for his financial advisory services. He specialises in advising his military peers in all aspects of their financial roadmap from purchasing and financing their first property, to creating a passive multi-assets portfolio so that they focus on their military careers and families, and eventually have a smooth career transition.
In early 2021, he was introduced to Dexter Koh, who happened to be an ex-military professional too, and immediately won over by how he had developed a unique and holistic advisory model, called the Total Portfolio Advisory© (TPA) approach. To elaborate in military term, TPA is like combining the principles and methodology of the Battle Planning procedure, battle monitoring and asset allocation which not only provides an overview of individual wealth portfolios, but also allows one to clearly understand how their lives’ milestones are being fulfilled.
真诚的心 | 诚信待人 | 竭诚相待
Do it Truly, Faithfully and Wholeheartedly
Beo Khoon graduated from National University of Singapore with a Bachelor Degree in Engineering and had also attained a Specialist Diploma in Learning Science from the National Institute of Education. He is an Associate Estate Planning Practitioner (AEPP®) from Estate Planning Practitioners Limited and an IBF Qualified (IBFQ) from Institute of Banking and Finance (IBF) Singapore.
Some of his notable accolades are:
• 4th runner-up Top Financial Advisor (Combined APE) 2023, Organisation Award
• Top case count for Dec 2021, Jan, Apr and May 2022 ((Rising Star Adviser (AXA))
• Top sale count for Apr 2022 (Rising Star Adviser (AXA))
Good things must be shared among friends! This was why Beo Khoon approached me and told me about different AXA platforms to help me accumulate my wealth, as well as prepare me for retirement.
Really happy one of the platforms Beo Khoon introduced gave a start-up bonus to help me cushion current market’s downtrends. This was a great head start in my savings and investment journey towards financial freedom!
For those who believe in benefits of investments and savings, feel free to approach Beo Khoon and hear him out!
Cheers,
LTC Ho Wan Huo
Beo Khoon is my neighbour and I consulted him on what types of life protection he recommended for someone my age.
He was clear and helpful in explaining the different types of life insurance for my understanding to cater to my own needs, even comparing different plans to see what worked better, while keeping within my budget. Eventually, Beo Khoon recommended a Term plan to me that was having a promotion, which provides good value for money in the long run!
I would highly recommend speaking to him for any queries about insurance and see for yourself :)
Cheers,
Jun Liang
Beo Khoon shared with my wife and I on CPF Life and how the funds in our CPF facilitated our retirement needs and supported wealth accumulation. This allowed us to clarify and clearly analyse our current position, aspirations and future needs. Leading to the opportunity for us to look into legacy planning for the children.
After our interaction and review of our needs, he returned with several proposals with clearly listed Pros and Cons. This made decision making simpler as the facts were well laid out.
As getting a policy is not an individual decision, we also got him to explain to our kids on the coverage and benefits for their understanding. This allowed our teens to clarify directly and understand the purpose of the plans.
He understood us and provided targeted solutions as opposed to selling us products.
Give Beo Khoon a call and let him provide you some peace of mind, that your family’s future is established.
Cheers,
Jaiganth & Letchumi
I've known Beo Khoon from my Secondary school days. He's recently helped me with my investment and retirement funds building. A trusted friend indeed.
Jia Jun
Beo Khoon do not just assist me on wealth accumulation; he also shared on approaches to manage my funds for retirement, such as using SRS to invest that comes with tax relief. It's never early to start planning for retirement and look for Beo Khoon whom will be able to provide his advise and approach to fit your needs.
Cheers,
Steven
Alpha Private Wealth Advisory
City Square Mall, 180 Kitchener Road, #09-01, Singapore 208539, Singapore
Alpha Private Wealth Advisory is an authorised group of Financial Adviser Representatives from
Alpha Wealth Financial Advisers Pte Ltd.
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