Trinity Advisory Organization (TAO)

A group of representatives representing
SG Alliance Pte Ltd.

About

Started by three founding members, the group also known as TAO is united in the vision to serve clients with excellence. TAO, sometimes known as Together As One, is 18-members strong today. The group’s commitment to its growing base of clients is a strong testament to its founders’ values for knowledge and upskilling, and their uncompromising approach to adopting best practices and compliance. This top-performing group values members, who are proactive team players with a resilient and resourceful spirit, committed to growing as individuals and as part of the team. Not all work and no play, TAO, takes every opportunity to celebrate achievements and engage in meaningful activities such as charity work.
"A successful group of people has to be built, with every individual having an important role to play in caring, helping, encouraging and motivating each other."


Meet the leader

Co-founder and Group Director Winston Koo started his financial advisory career in 1998 as an insurance agent and rose quickly through the ranks, endearing himself to his colleagues and clients with his simple but effective ways. He believes that being equipped with sound financial knowledge is as important as displaying empathy and approachability. These qualities have earned him the trust of his clients and the team he regularly guides and mentors. Winston’s highest hopes for every member of TAO is that each achieves and enjoys the fruits of financial freedom, while supporting each other and their clients in their wealth journeys.

Specialisation

Asset Management
CPF Investments
Estate Planning
General Insurance
Investment Planning
Life Insurance
Retirement Planning
Referral Services
Risk Management
Employee Benefits
Keyman Insurance
Risk Management
"A successful group of people has to be built, with every individual having an important role to play in caring, helping, encouraging and motivating each other."


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