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Case Study · Financial Advisory

Basil Koh

How does a younger Singapore consultant become credible online? Basil Koh's site shows his tools and his method, then invites a chat on Instagram.

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The Basil Koh website, built by Ditrapoint, shown on a laptop and a phone
Client
Basil Koh
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore
Built By
Ditrapoint

Client Profile

Who They Are

Basil Koh is a financial consultant and investment professional, an authorised representative of AIA Financial Advisers Pte Ltd under the LSY Group. He began training as a consultant after National Service. His approach is needs-based, which in plain terms means he asks what matters to you before suggesting anything.

Two tools do much of the work in his meetings: a Financial Freedom Calculator and a Cash Flow Analysis sheet. With students and graduates he works on budgeting, investment and insurance planning; with parents, on retirement and legacy planning.

The Brief

What We Set Out To Do

Can a consultant at the start of his career look credible online? Yes, if the page shows how he works instead of just claiming he is good. The hero pairs a headline with Basil's portrait and partner logos, then a casual biography about where he started and how he thinks. Straight after that we placed screenshots of the Financial Freedom Calculator and Cash Flow Analysis tools on the page, because seeing the method beats reading about it.

A gold banner with a Contact button breaks up the page, followed by six areas of expertise and client feedback. A dark panel on managing wealth leads to the close: an invitation to a 30 to 45 minute strategy consultation through Instagram.

Our Solution

What We Built

  1. 01

    Best Life Hero

    A headline on living your best life through proper financial planning, with Basil's portrait, partner logos and a Contact button.

  2. 02

    About Basil

    A relaxed portrait beside a biography about how he started and how he approaches clients.

  3. 03

    Tools Of The Trade

    The Financial Freedom Calculator and the Cash Flow Analysis sheet, shown as screenshots.

  4. 04

    Gold Contact Banner

    A gold band with a message about letting wealth grow and a Contact button.

  5. 05

    Expertise Cards And Feedback

    Six service cards, followed by a carousel of client quotes.

  6. 06

    Dark Panel And Instagram Invitation

    A dark panel about managing wealth, a Connect on Instagram invitation and the footer.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Basil Koh home page, top to bottom

Our Work

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