AFFINITY GROUP
All team members
Karen Ang
REP NO. KAP300725581

Wealth Consultants · Affinity Group

KarenAng

Wealth Consultant

Legacy Planning for FamiliesFinancial Freedom for Young AdultsProtectionEducation Planning

Karen is a CFP® professional and Wealth Consultant who specialises in two things: helping families with legacy planning, and helping young adults reach financial freedom. Advising since 2023, she believes financial planning should feel personal, positive and empowering — building well-rounded plans that cover protection for the unexpected, savings with purpose, education goals and investments aligned with each client's priorities, explained with warmth and clarity. A natural listener, Karen has also shared her perspective on air with Money FM 89.3. As one of the newer members of Affinity, she brings fresh energy to the team and benefits from its structured mentorship, so every client receives advice that is thoughtful, current and genuinely their own.

“Legacy for families. Freedom for young adults.”

In Karen's words
WhatsApp Karen Email Karen
WA +65 9757 4189karen.ang@infinityfa.com.sg

Credentials & recognition

Credentials that count.

Karen's designations and industry honours — every one of them earned since starting in 2023.

Professional designations & qualifications

  1. Certified Financial Planner™CFP®Designation · Financial Planning Association of Singapore

Behind the role

What Karen brings to the branch.

Areas of advice

Financial Protection PlanningLife & Health InsuranceCritical Illness PlanningCareShield Life & Long-Term CareRetirement & CPF PlanningInvestment & Wealth PlanningEducation Planning

Media & press

Karen in the spotlight.

Featured conversations, testimonials and coverage — a closer look at how Karen shows up beyond the meeting room.

How we can help

Conversations Karen can guide you through.

Karen specialises in estate planning, insurance advisory and personal financial planning, and is backed by specialist pathways across the branch for everything else.

All services
Estate planning
Karen's specialism01
Estate planning

Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.

Insurance advisory
Karen's specialism02
Insurance advisory

Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.

Personal financial planning
Karen's specialism03
Personal financial planning

One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.

Retirement planning
04
Retirement planning

CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.

Investment management
05
Investment management

Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.

Tax planning & optimisation
06
Tax planning & optimisation

Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.

More of the team

You'll never be advised alone.

Start a conversation

Whether you are protecting a young family, planning retirement or thinking about your business's next chapter, the first step is a relaxed, no-obligation conversation.

Careers at Affinity ↗
Affinity Group

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