Yuen Loy Ngeow CFP®
About Me
Ken founded Wealth Matrix in 2010, and has more than 18 years experience as a Financial Adviser. He helps clients achieve their financial objectives and lifestyle goals. Ken guides his clients through the ever changing superannuation landscape, and helps to clear the confusion of the seemingly endless rules and regulations. He enjoys seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them. Ken is a CERTIFIED FINANCIAL PLANNER®, has a Bachelor of Commerce and Bachelor of Arts Double Degree, and holds a Graduate Diploma of Financial Planning (FINSIA) post-graduate qualification. He helps people to plan for retirement and to manage life transitions (such as loss of employment). In particular, Ken has a special interest in guiding people along the road to long-term financial success.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 22 Years
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Licensed By Count Financial Limited