Specializes in personal finance since 2001 and speaks regularly in various seminars island-wide
Clientele includes High Net-Worth Individuals, Business Owners, Successful Professionals, and Senior Executives
Professional Expertise involves all areas of personal financial services including Wealth Accumulation and Retirement Planning, Wealth Management & Investment Planning, Wealth Distribution and Estate Planning, Wealth Protection & Risk Management Planning, Business Continuity & Succession Planning
Corporate Services like Enhanced Staff Welfare, Talent Retention Strategies, and Customized Wealth Planning for Top Management Staff
Academic Qualifications
Graduated with a Bachelor of Business (Banking & Finance) and achieved 100% distinctions
Leadership Profile
Presently holding a Colonel (NS) rank in the Army
Awarded Sword of Honour and Best in Knowledge in Officer Cadet School, SAF
Formation NSMen of the Year in 2006 and 2009
Best NS Unit Award 5 times from 2007 – 2009 and again in 2013 – 2014
Distinguished Graduate Award from Goh Keng Swee Command and Staff College in 2008
Currently holding a senior appointment in a Division Headquarter
Industry and Community Contributions
Appointed Lecturer for in the prestigious CFP® and ChFC® courses
ACTA Certified Trainer
Founder / Principal Trainer / Managing Director of Finerty Academy Pte Ltd
Developed The Journey of WEALTH ™Model – A Holistic Framework for Managing Wealth
Developed YOUR KASHGROWTH ™ – A Competency Framework for Leaders & Professionals
Currently serving in various non-profit organizations and involved in several community projects locally and overseas.
Join Kim Peng for his 3-Day Wealth Planning Masterclass
