About Chiang Wen Kai 詹渂凯 (Kelvin)
Having personally witness a close relative fall into a dire state in just a matter of weeks, the amount of shock and grief is an emotionally overwhelming and distressing situation. It's a time marked by intense and complex feelings. The shock can leave one feeling numb, disoriented, and unable to fully comprehend the gravity of the situation. Grief, on the other hand, is a deep and profound sorrow that comes with a sense of loss, helplessness, and sadness.
The added financial strain, stemming from inadequate financial coverage, can compound these emotions. It may create a sense of frustration, anxiety, and guilt, as you're not only dealing with the emotional burden but also the practical challenges of managing medical expenses and other financial responsibilities. This can lead to a feeling of helplessness and uncertainty about the future, as one grapple with how to provide the best care and life-long support for the relative, as well as for the spouse, young kids, and aging parents.
As a Financial Architect, I uses different financial tools to ensure that my clients are not just well sheltered under a financial roof, but a financial architecture that speaks history, modern and cutting edge.
Me, the Builder: One of the fundamental of what I do is to perform a comprehensive financial assessment. This involves analyzing your current financial situation, income, expenses, assets, debts, and your financial goals. By understanding your unique circumstances, I can develop a customized financial plan tailored to your needs and aspirations.
Financial Roof for you: I now seek to help my clients that I meet ensure that they have an adequate insurance coverage to shelter them from all storms of life, be it having enough for retirement, critical life situation that might strike, or just saving up for important life stages.
Your very own Architectural Design: A well-structured financial plan is essential to achieve your financial objectives. I will work with you to create a roadmap that addresses your specific goals, whether it's building an emergency fund, investing for growth, or planning for retirement. My strategic partnership with you will consider various aspects, including your risk tolerance, time horizon, and tax implications.
