As the managing partner of K3 Advisory Group, Norman exemplifies the core traits of the Group – professional, productive and ethical – to a tee.
With nearly two decades of experience in comprehensive financial planning, Norman is highly skilled in preserving and growing his clients’ capital. He specialises in wealth creation, wealth protection, global investment portfolio planning and estate and business contingency planning for business owners and professionals.
Norman holds a Bachelor of Science (Honours) and a Certificate in General Insurance. He is also a Chartered Financial Consultant and a Chartered Life Underwriter.
About K3 Advisory Group
Professional, productive and ethical – those are the attributes that characterise our team at K3 Advisory Group. Espousing a six-step process, we develop impactful financial planning solutions for our clientele – high net worth individuals, working professionals and business owners. We adhere closely to our fundamental values of excellence, responsibility and accountability, mutual respect, care and concern and pro-activeness. Our goal is always aligned with our clients – to help them realise their lifetime financial aspirations.
We believe in equipping our people with the right tools and skills from the start. Aspiring advisers who join our team are able to take advantage of our comprehensive range of modular trainings, coaching and mentoring programmes. These resources are available as they progress, allowing them to consistently enhance their industry knowledge and skills. At K3 Advisory Group, we take a long-term perspective so that our advisers can enjoy a fulfilling and long-lasting career.