Basil Koh | Financial Advisor Singapore

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.

Individuals Consulted

Active Clients

Top 1%

Global Advisor Strata

Basil has always had a passion for financial planning and helping those around him. Motivated by his desire to help those around him attain a higher level of financial literacy, he has met over 200 individuals to do customised planning and is currently serving over 60 clients.

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. A Qualifying Member of the Million Dollar Round Table and Member of the AIAFA Premier Prestige Titanium Club 2026, 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.

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.

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

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.

Insurance Planning

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

Personal Investment

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

Retirement Planning

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

Mortgage Planning

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

Estate Planning

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

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

Million Dollar Round Table

Qualifying Member — top echelon of financial advisors worldwide.

2025 · 2026

AIAFA Premier Prestige Titanium

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

2026

AIA FA Prestige Club (Titanium)

Consistent top-performance recognition within AIA Financial Advisers.

2025

2nd Fastest Promoted Associate Director

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

AIA Financial Advisers

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

Words From
Those Who've Planned

Basil took the time to understand my goals before recommending anything. He mapped out my entire cash flow and showed me exactly where I stood — something no other advisor had done. I left with a clear plan, not just products.

Finance Associate Age 28, Private Sector

I came in sceptical about financial planning at my age. Basil's Financial Freedom Calculator showed me that starting at 23 could mean retiring at 55. That shifted my entire perspective on what's possible.

Fresh Graduate National University of Singapore

What stood out was Basil's patience. He explained every product, every number, every gap in my portfolio. My family now has proper coverage and I have a real investment roadmap — not just a piece of paper.

Parent of Two Healthcare Professional, 38

I've spoken to other advisors but Basil's approach is genuinely different. He focuses on your goals first — never on commission. The cash flow analysis he ran for me was eye-opening.

Business Analyst Age 31, MNC

Basil helped me realise I had a significant gap in my retirement planning that I'd been ignoring. He showed me how to close it without drastically changing my lifestyle. That level of clarity is genuinely rare.

Associate Director Financial Services, 34

As a student I wasn't sure financial planning was relevant for me yet. Basil showed me how starting now versus five years later would make a six-figure difference. It was the most important meeting I'd had all year.

Year 3 Undergraduate NUS, Cambridge University Scholar