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Cylas Tee

Case Study · Financial Advisory

Basil Koh

How do you make a younger consultant credible online? Basil Koh’s site shows his tools and method, then invites a chat on Instagram.

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The Basil Koh website on a laptop and a phone
Client
Basil Koh
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore

Client Profile

Who They Are

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

Two tools do a lot of the work in his meetings: a Financial Freedom Calculator and a Cash Flow Analysis sheet. He helps students and graduates with budgeting, investment and insurance planning, and parents with retirement and legacy planning.

The Brief

What We Set Out To Do

Can a consultant early in his career look credible online? Yes, if the page shows how he works rather than just saying he is good. The hero pairs a headline with Basil's portrait and partner logos, then a casual biography on where he started and how he thinks. Right after that, we put 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 the page, followed by six areas of expertise and client feedback. A dark panel on managing wealth leads into 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 about living your best life with proper financial planning, Basil's portrait, partner logos and a Contact button.

  2. 02

    About Basil

    A relaxed portrait next to a biography covering how he started and how he approaches clients.

  3. 03

    Tools Of The Trade

    Screenshots of the Financial Freedom Calculator and the Cash Flow Analysis sheet.

  4. 04

    Gold Contact Banner

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

  5. 05

    Expertise Cards And Feedback

    Six service cards, then a carousel of client quotes.

  6. 06

    Dark Panel And Instagram Invitation

    A dark panel on 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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