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MDRT 2026 Premier Prestige Titanium 2026 AIA FA Prestige Club 2026

In This Expensive And Stressful Environment

I Help You To Have More Time, Money, Peace & Happiness

The cost and complexity of living comfortably in Singapore is rising at an alarming rate. I work with students, fresh graduates and their parents to optimise their financial portfolios — unlocking both time and cash flow to focus on what matters most.

Message Basil On WhatsApp See The Method
MDRT 2026 — Million Dollar Round Table
Premier Prestige Titanium 2026
AIA FA Prestige Club 2026
Certified Estate Planner
2nd Fastest Promoted Associate Director — AIA FA
Basil Koh — Financial Advisor Singapore, Associate Director at AIA Financial Advisers

The Reality

Managing Wealth Shouldn't Feel
Overwhelming

Singapore's cost of living is rising at an alarming rate. Between inflation, rising property costs, and an increasingly complex financial landscape, most people find themselves working harder but feeling further behind. Good financial planning isn't a luxury reserved for the wealthy — it's a tool that should work for everyone, at every stage of life.

Basil Koh presenting at Investment Masterclass in Singapore — AIA Financial Advisers financial advisor

About Basil Koh

Basil Koh — Associate Director,
MDRT Member &
Certified Estate Planner.

400+
Individuals Consulted
100+
Active Clients
Top 10%
Global Advisor Strata

Basil has always had a passion for financial planning and helping those around him. Motivated by his desire to help people attain a higher level of financial literacy, he has consulted over 400 individuals, currently serves over 100 active clients, and sits within the Top 10% global advisor strata.

He is one of the youngest Associate Directors in AIA Financial Advisers and the 2nd fastest to be promoted to that rank in the firm's history. As a Top 10% global advisor strata representative, MDRT Qualifying Member, and AIAFA Premier Prestige Titanium Club 2026 member, Basil brings elite-tier credentials to every client engagement.

Work With Basil

The Method

The Framework Behind
Every Client's Plan

Basil uses two proprietary tools with every client — a bespoke financial system built to give you clarity, direction, and a plan that's genuinely yours, not a generic product pitch.

Financial Freedom Calculator — Investing Goal Setting Framework

Tool 01

Financial Freedom Calculator

A proprietary goal-setting framework that maps your FIRE number — exactly how much you need to retire comfortably, and the monthly contributions required to get there 5–10 years earlier than you thought possible.

Short Term Cash Flow Analysis

Tool 02

Cash Flow Analysis

A detailed cash flow map that shows exactly where your money goes, where it should go, and what becomes possible once it's optimised. Most clients discover untapped assets within the very first session.

Areas of Expertise

Seven Ways Basil
Can Help You

01

Financial Advisory

To help you take ownership of your wealth and plan your financial life — with a complete picture, not a piecemeal product-by-product approach.

02

Insurance Planning

To protect what's precious — your health, your income, and your family's future.

03

Personal Investment

To live a financially free life through structured, goal-based investing.

04

Retirement Planning

To ensure that you live a life that outlives you — with income that continues long after you stop working.

05

Mortgage Planning

To optimise your mortgage and understand where your property fits in your broader financial picture.

06

Estate Planning

To ensure that your assets are passed down to your loved ones exactly as you intend — with minimal friction and maximum certainty.

07

Become an FA with Basil

Learn more about financial advisory and how you can get started in the career today — no obligations. Whether you're curious about a career change or ready to take the first step, Basil mentors driven individuals looking to build a meaningful practice of their own.

Recognition

Recognised at the
Highest Level

MDRT 2026 — Million Dollar Round Table

Million Dollar Round Table

Qualifying Member — top echelon of financial advisors worldwide.

2025 · 2026
AIAFA Premier Prestige Titanium 2026

AIAFA Premier Prestige Titanium

AIA FA's most elite recognition club for top producers.

2026
AIA FA Prestige Club (Titanium) 2025

AIA FA Prestige Club (Titanium)

Consistent top-performance recognition within AIA Financial Advisers.

2025
2nd Fastest Promoted Associate Director — AIA FA

2nd Fastest Promoted Associate Director

2nd fastest promotion to Associate Director in AIA Financial Advisers' history.

AIA Financial Advisers
Certified Estate Planner — getArrange

Certified Estate Planner

Professional designation in estate planning — ensuring clients' assets transfer with minimal friction and maximum certainty.

getArrange CEP Programme
AIA High Net Worth
Prestige Club

Prestige Wealth Manager

Member of AIA's High Net Worth Prestige Club, recognising advisors who serve the most sophisticated client portfolios.

2025
IBFQ

IBF Qualified Level 1

Professional designation recognising technical competence and ethical standards in the financial services industry.

Institute of Banking & Finance Singapore
Licences & Registrations
· Associate Director, AIA Financial Advisers
· CHFC01 Certified
· Rep No. BK-300716530

What Clients Say

What His
Clients Say

Notes from students, NSFs, professionals and business owners after working through their cashflow, goals and planning decisions.

Basil is actually planning for my finances and the focus isn't on selling me anything.

After my consultation with Basil, I realised that it's time to start thinking about the future, because after looking at the financial freedom calculator, I started to realise how quickly things add up and how a small problem can become a large problem. I started to understand how starting now can make a big difference even if it's not a lot of money now.

I also like that he is actually planning for my finances - looking at options that I have given my current circumstances and goals and the focus isn't on selling me anything.

NAFA Student

Thank You Basil!

Today I set some realistic goals, and realised I should start investing earlier to hit my retirement goals. Found out there is a need to balance between long term and short term financial goals.

SAF Officer

Basil is someone who is passionate about helping others

I had my first session with Basil today. We went through budgeting, setting investment goals and retirement planning. It was a useful session for me to see a breakdown of my expenses over the years, how much I need to save, and my projected cash balance after my studies.

Basil is someone who is passionate about helping others improve their financial stability. He clarifies doubts and provides insights on various areas like CPF and housing policies to better meet the goals of his clients, and I'm thankful for the insightful session we had today.

Cambridge University Student and Scholar

Thanks for patiently answering my questions

Thanks man, we had a great chat just now. I found the Cashflow Analysis and Financial Freedom Calculator portion really insightful as it gave me a clear financial goal to work towards. Also, thanks for patiently answering my questions. Looking forward to our next appointment haha.

Business Owner

Basil was much more focused on my needs instead of just trying to sell

I think the biggest thing I learnt is that my investments now can drastically affect things like my ability to buy a house and there is a need to map things out even till years after I graduate. I like that Basil was much more focused on my needs instead of just trying to sell plans or something, which is what I experienced with another agent. I also enjoyed that the session was casual and fun.

Computer Science University Student

Basil is clear and thorough with the planning

I learnt that even though retirement doesn't seem important now, it is quite important to start planning for it early, even maybe now while still in NS. I also like that he is clear and thorough with the planning.

NSF

Basil is actually planning for my finances and the focus isn't on selling me anything.

After my consultation with Basil, I realised that it's time to start thinking about the future, because after looking at the financial freedom calculator, I started to realise how quickly things add up and how a small problem can become a large problem. I started to understand how starting now can make a big difference even if it's not a lot of money now.

I also like that he is actually planning for my finances - looking at options that I have given my current circumstances and goals and the focus isn't on selling me anything.

NAFA Student

Thank You Basil!

Today I set some realistic goals, and realised I should start investing earlier to hit my retirement goals. Found out there is a need to balance between long term and short term financial goals.

SAF Officer

Basil is someone who is passionate about helping others

I had my first session with Basil today. We went through budgeting, setting investment goals and retirement planning. It was a useful session for me to see a breakdown of my expenses over the years, how much I need to save, and my projected cash balance after my studies.

Basil is someone who is passionate about helping others improve their financial stability. He clarifies doubts and provides insights on various areas like CPF and housing policies to better meet the goals of his clients, and I'm thankful for the insightful session we had today.

Cambridge University Student and Scholar

Thanks for patiently answering my questions

Thanks man, we had a great chat just now. I found the Cashflow Analysis and Financial Freedom Calculator portion really insightful as it gave me a clear financial goal to work towards. Also, thanks for patiently answering my questions. Looking forward to our next appointment haha.

Business Owner

Basil was much more focused on my needs instead of just trying to sell

I think the biggest thing I learnt is that my investments now can drastically affect things like my ability to buy a house and there is a need to map things out even till years after I graduate. I like that Basil was much more focused on my needs instead of just trying to sell plans or something, which is what I experienced with another agent. I also enjoyed that the session was casual and fun.

Computer Science University Student

Basil is clear and thorough with the planning

I learnt that even though retirement doesn't seem important now, it is quite important to start planning for it early, even maybe now while still in NS. I also like that he is clear and thorough with the planning.

NSF
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  • Complete financial health assessment
  • Cash flow mapping and gap analysis
  • Personalised Financial Freedom Calculator
  • WhatsApp-first follow-up from the start