Ken Ngeow

Wealth Matrix

Gold
19 Yrs Experience
Hawthorn, VIC 3122

Recent reviews

Wealth Matrix

Ground Floor, Unit 19, 45 Church Street
Hawthorn, VIC 3122

Opening hours

  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
  • 9:00pm – 5:00pm Wednesday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 7
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Charter Financial Planning

AFSL 234665

4.75
7 Reviews
5
4
3
2
1
4.55
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.75

"Ken has always explained things in an easy-to-understand way and has been readily available to discuss and assist with changes."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Ken as a financial planner as he has a great knowledge base and is always helpful. I know from family and friends who I have recommended to Ken all speak highly of him and the professional service he provides."

  • Government Assistance
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Ken is knowledgeable about investment strategies, quick to respond to any queries and questions and easy to talk to when discussing options and strategies. Always follows through."

  • Government Assistance
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken values his clients and will always place them first."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ken is a very professional adviser which I would recommend to my friends & family.Services provided to me has always been reliable & appropriate to my life situations."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken is a meticulous and attentive financial planner. He articulates his advice in using layman terms that are easy to understand. I find Ken to always conduct his business with professionalism and integrity. I would recommend Ken to anyone who is looking for a trusted adviser in building your wealth or managing your finance."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"His Knowledge is Fantastic. Which helped me to build my super."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Bachelor of Commerce / Bachelor of Arts

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Ken's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Ken able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Ken's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Ken to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ken?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ken provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Ken may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Ken Ngeow
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens