Built on Trust. Driven by Strength.
Forte Wealth Advisory is a registered wealth advisory firm, combining expert guidance with disciplined financial planning and a commitment to client success.
Strength Through Discipline
Forte Wealth Advisory exists to make institutional-grade wealth solutions accessible to individuals and families who demand more than generic financial advice.
We believe that true financial strength comes not from chasing returns, but from disciplined planning, transparent structures, and a relentless focus on protecting what you have built.
“Wealth is not built overnight. It is preserved through discipline, trust, and unwavering commitment to your goals.”
Clarity Over Complexity
We cut through the noise. Every recommendation is grounded in a thorough understanding of your goals, explained in plain language, and structured for long-term success.
Protection First
Your wealth deserves more than growth — it deserves protection. We prioritise proven wealth strategies and risk management to safeguard what matters most.
Partnership, Not Transactions
We measure success not by deals closed, but by relationships built. Our advisory model is designed around ongoing support, transparent reporting, and genuine accountability.
How We Serve You
Client
Individual or family seeking wealth guidance
Wealth Advisory
Personalised advisory & financial planning
Investment Planning
Strategic portfolio design & guidance
Ongoing Management
Continuous support & relationship management
How We Work With You
Forte Wealth Advisory serves as your dedicated point of contact for advisory, financial planning, and client support. Our structured approach begins with personalised wealth advisory, progresses through strategic investment planning, and continues with ongoing management and proactive client support. This ensures a clear, disciplined process at every stage of your financial journey.
Our Mission & Values
We are guided by a set of core principles that inform everything we do -- from the advice we give to the strategies we craft.
Integrity
We uphold the highest ethical standards in every interaction. Our advice is always guided by what is genuinely in your best interest, with full regulatory compliance at every step.
Transparency
No hidden fees, no complex jargon. We believe you deserve clear, straightforward information about how your wealth is structured, managed, and protected at all times.
Excellence
We pursue excellence in research, advisory, and client service. Every recommendation is backed by rigorous analysis and a deep understanding of the regulatory landscape.
Client-First
Your goals are our priority. We take the time to understand your unique circumstances and tailor our strategies accordingly, ensuring every solution is built around your needs.
Our Leadership
Meet the experienced team behind Forte Wealth Advisory, dedicated to safeguarding and growing your wealth.
Fred Chan Kim Kooi
Managing Director
Fred is a versatile Malaysian entrepreneur and investment strategist who bridges the gap between sophisticated financial services and modern retail. As the Managing Director of IWealth Global Group and a pivotal leader at Citadel Group, he oversees high-level wealth management and trust services.
His work is defined by aggressive growth targets and the launch of strategic products like the Citadel Dynasty Trust (CDT) and Shariah-compliant solutions. By leveraging frameworks like the Labuan IBFC, Fred focuses on capturing specialised markets across Indonesia, Singapore, Hong Kong, and the senior living sector.
Fred's leadership approach champions strategic clarity, accountability, and talent optimisation. He insists on “empathetic listening” to provide tailored wealth solutions and leads by example to foster a culture of integrity — balancing goal-driven execution with the agility needed to navigate rapid market shifts.