In this insightful interview, Kenny Loh and John Dasson, share their personal investment journeys and offer valuable advice for Singaporean investors at all stages of life. Both are seasoned investment advisors from Financial Alliance, Singapore’s largest independent financial advisory firm.

Discover their unique approaches to investing, how the investment landscape has evolved over the years, and learn from the biggest mistakes they’ve seen people make.

Key topics covered:

🔹 How to kickstart your investment journey
🔹 Investment philosophy: Then vs Now
🔹 Common investment mistakes and how to avoid them
🔹 Tips for young working adults who haven’t started investing
🔹 The advantage of working with an independent financial advisory firm

Bonus:

🔸 The future of alternative investments
🔸 Cryptocurrency: A promising investment or a risky bet?
🔸 REIT investing: What new investors should consider
🔸 Tailoring your portfolio for retirement …and more!

Video Highlights

• Introduction and Career Journeys
  • Self Introduction
  • John shares his 13-year journey in wealth advisory
  • Kenny talks about his career switch from the corporate world
• Investment Strategies (02:26)
  • John explains his three-bucket strategy
  • Kenny emphasizes a defensive-first approach
  • Importance of diversification
• Common Investment Mistakes (05:52)
  • Investing without clear goals
  • Emotional management in investing
  • Risks of unregulated investment structures
• Advice for Young Investors (11:05)
  • Start investing early
  • Importance of education and understanding risk tolerance
  • Benefits of compounding returns
• Diversification of REITs and Alternative Investments (16:36)
  • Discussion on REITs and their challenges
  • Importance of diversifying into alternative investments
  • Potential of trade financing and private equity
• Cryptocurrency and Estate Planning (21:00)
  • Views on cryptocurrency as an investment
  • Importance of estate planning for crypto assets
  • Strategies for wealth distribution and protection
• Estate Planning (25:32)
  • Importance of having a will and updating asset statements
  • Structuring testamentary trusts for minors
  • Managing international assets and properties
• Tax Considerations for Investment Portfolios (28:40)
• How should one manage their portfolio as they approach retirement? (31:24)

Kenny Loh is a Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.  You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement