About

Kenneth Neo

Founder, 1965 Intelligence

Kenneth Neo is a Singapore-based financial advisor specialising in wealth planning, estate planning, and legacy structuring for affluent and high-net-worth families, including cases with cross-border planning considerations.

In the early years of his advisory career, he recognised a gap between the quality of advice advisors wanted to deliver and the tools they had to work with. Too much time was being spent on spreadsheets, manual calculations, slide preparation, and repetitive administrative work — time that could have been better spent understanding clients and guiding meaningful decisions.

He started building 1965 Intelligence from a simple belief: advisors deserve better tools. Tools that bring greater clarity, speed, and intelligence to the planning process, and make financial conversations easier to present, easier to understand, and easier to act on.

That belief became 1965 Intelligence — a platform built to equip advisors with professional-grade financial planning tools that automate repetitive work, improve clarity, and free them to focus on what matters most: the client.

Why 1965?

1965 marked Singapore's independence — the beginning of Asia's most remarkable economic story.

A small island with no natural resources became one of the world's top financial centres through education, discipline, and relentless attention to detail. We carry that spirit into every tool we build: rigorous, clear, and built to be trusted.

What We're Building

1965 Intelligence is building a suite of professional financial planning tools for advisors worldwide — starting with the FIRE Calculator, and expanding to cover the full breadth of the planning workflow.

The platform is built around a single belief: advisors who are equipped with the right tools can do more. More clarity in every client conversation. Better projections, presented in a way clients can actually understand and act on. Less admin load, more time in front of clients.

Every tool in the suite is designed to be used live — on a laptop, a tablet, a mobile, or in a screen-shared call. Each one turns a complex financial concept into something visual, digestible, and credible. The kind of presentation that builds trust.

The platform runs on a single subscription that covers every tool. When a new tool ships, all subscribers get access immediately — no upgrades, no add-ons. Members lock in the price at which they joined.

Tools in the pipeline include the Financial Planning Report Card, Retirement Income Timeline, Estate Planning Dashboard, Policy Summary Generator, Financial Health Snapshot, and more.

Founder's Notes

Updates, changelogs, and thoughts from Kneo.

April 2026Founder's Note

Growing Together — and What's Coming Next

A few weeks in, and I genuinely didn't expect this. When I opened 1965 Intelligence to early members, I wasn't sure how it would land. What I got back was something I didn't take for granted — real usage, real feedback, and real conversations about what advisors actually need. To everyone who signed up in those early weeks and took the time to share what you thought: thank you. You shaped what this platform is becoming. A special mention to Sean and Jordy — you two have been using 1965 more than anyone, and your feedback has been some of the most useful I've received. You know who you are. Thank you.

WHAT I'VE ADDED

Since launch, I've shipped two new tools. The CPF & SRS Tax Planner brings together CPF cash top-up tax relief and SRS contributions into a single view — so advisors can show clients their full tax relief picture and identify how much they're leaving on the table. It's a natural addition for any client conversation around year-end tax planning. The Financial Health Snapshot was the harder one. It took longer to get right, and I'll be honest — the algorithm behind it is the most complex thing I've built so far. It segments clients across six wealth tiers, scores nine financial health ratios, applies different benchmarks and weightings based on the client's profile, and surfaces the right flags and recommendations in the right order. Getting that to work clearly, without overwhelming an advisor mid-meeting, was genuinely difficult. I'm glad I got there.

WHAT'S NEXT

I'm now working on the Investment Report Generator — a tool that takes a client's portfolio and generates a clear, structured report with the insights and commentary an advisor actually needs. The goal is to make investment reviews faster to prepare and easier for clients to understand. More on that soon.
— Kneo
March 2026Founder's Note

Welcome to 1965 Intelligence

If you're reading this during our early days — thank you. Being here now, at the very start, means more than I can express. I believe every financial advisor deserves tools that let them do what they do best — guide their clients toward a better financial future. That belief is why 1965 Intelligence exists. We're here to empower advisors, to take care of the repetitive work so that every conversation, every plan, every meeting can be the best version of itself. The FIRE Calculator was the first tool I built, because I use it with my own clients every week. But this is just the beginning. As each new tool is ready, we add it to the suite — and founding members get access to every one of them at the price they signed up at, as long as they stay with us. This is not a side project. Not an experiment. It's a platform I intend to develop and improve for years. I want to hear from you. Your feedback — what's working, what's not, what you wish existed — directly shapes what we build next. Every improvement you help us make means an advisor somewhere out there is delivering better advice and clearer guidance to a client who needs it. That's the ripple effect, and it starts with you. hello@1965intelligence.com — I read every message personally.
— Kneo

Have a question or a thought? We'd love to hear from you.

hello@1965intelligence.comGet started free