I like to think that this career was planned out by the universe. I had a full-time job as a sales representative renting office spaces and equipment but I didn’t like the job scope and left. That was when a friend of mine, who is also a financial consultant, introduced me to this industry. Through him, I met my mentor and boss, Vincent Koh, and began my journey into the financial advisory industry. Being a financial consultant has changed my life forever, especially for someone like me who started from the bottom. There’s no place else I’d rather be.


A life-changing career.
Spending a decade as a leader now, I also feel that my leadership role today was arranged by the universe. I have always been encouraged by my mentor to explore recruitment and move up the management ladder. I took this advice with a pinch of salt as I had always enjoyed the producer’s path which was more free and easy. This changed after having my first child and being presented with another opportunity to be a leader, and this has changed my career for the better.


Plan for others how you would plan for yourself.
I usually do holistic financial planning for my clients as they are of the same age group as me. This makes my service relatable as I can plan for them similarly to what I had planned for myself, as more likely than not, my clients and I are in similar life stages. With my extensive experience in the industry, I’m also better able to recommend strategies that would be more suited to their various budgets.


Accountability is a team effort.
As a leader, I always train my associates to be accountable to themselves and their clients. Ultimately, I wish to build a team deeply rooted in morals and cohesive as a team. It will take more than sheer effort, but I will do whatever it takes to get there.


AIA FA Prestige Gold Club 2022

AIA High Net Worth Prestige Club – Personal Wealth Manager 2023

Million Dollar Round Table 2023, 2022

International Dragon Award – Bronze Dragon Award (Manager Category) 2023

100 IDA Team Award 2023 and 2019

AFinSa Award 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2019


Siregar Walter Timbul, Operations Director

What i look for in an agent is someone who is in tune with the latest policies and someone who is genuine and can understand my needs. Someone who will go the distance with me and not vanish when it matters.  James is that someone. He shows great empathy and because of that he is able to put himself in my shoes all the time; this helps drives the conversation to the point thus solutions are quickly surfaced and adjusted to meet my financial needs as well as coverage. It helps as well as he is approached and contactable all the time post-sales, which I have heard from many friends is rare to find these days.


I have known James for about two years but was finally formally introduced a few months back. I judged a book by its cover, he looked personable, humble and friendly. The day I got to know him, I knew I was apprehensive when I found out he was an insurance agent. But we met a couple of times and he just taught us about insurance. He never pushed. I had my own insurance agent which I have followed for years. But, I do have to admit, the way James explained the policies, I understand the explanation better than my own insurance agent!!! I willingly signed up for an investment policy with him recently, still without him asking me. And I have not regretted it. It is obvious that James is not a hi-and-bye agent or friend. He is here for the long run. And I am glad that I can now call him my agent.


你也很详细的告诉了我所有内容,你的耐性解说最终得到我们之后的合作… 我也很荣幸能够跟你合作, 因为你值得信任, 值得投资

Desmond Png, Founder of LYNX Corporate Limousine, Founder of Ah Kong Holdings

Mr James Kuah have always been very sincere and keep my family up to date on insurance policies. Ensuring we are always equipped with info and always one call away if I have any enquiry. It is our utmost blessing to have an adviser like him who enforces ease of mind security and a good flow of financial planning in bringing the family forward. Thank u for everything and we hope you continue to provide us with the best advice.

Pepe Lee, Professional Librarian

I’ve known James through my wife, for the longest time. My first impression of him is of one who is jovial, respectful and caring from the heart. Never one to stand aside to watch, he was helpful and always attentive to the people around him. After a year, I realised that he was in the life & wealth management trade (insurance, in short), customising plans based on what an individual needs at each point of their lives. I decided to sit down with him to discuss how I should be protecting my present and future. More than a decade on, my family’s personalised plans are managed by James. The person that I trust with my loved ones.

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