Premier Investment & Wealth Adviser

Strategic Wealth, Legacy, & Growth
— Empowering Your Financial Future

About JackChanFinance

Independent Asset Manager

Multi-Family Office Adviser

JackChanFinance was founded with a clear mission: to empower individuals and business owners through strategic financial guidance tailored to their unique goals.

Now serving as an Independent Asset Manager and Multi-Family Office Adviser, we specialise in Investment Portfolio Management, Trust Funds, Will Planning, and Business Succession—establishing ourselves as a trusted name in Singapore’s financial advisory and asset management sphere.

Built on a foundation of deep investment expertise and a client-first philosophy, JackChanFinance has guided professionals and business owners across a wide range of industries—including Government, Legal, Engineering, Healthcare, IT, Maritime, Retail, and Banking.

As we continue to expand, our guiding principle remains unchanged: every client encounter is a fresh opportunity to change lives, even if the advice has been shared a thousand times before.

Achievements &

Accreditation

Achievements

Top Undergrad Advisor

(2021)

MDRT

MDRT Qualifier

(2025)

Top Undergrad Advisor

(2022)

Top 10 Rookie - Firm

(2023)

Elite Gold Qualifier

(2024)

Accreditations

IBF Advanced

(Level 2)

Associate Estate Planning Practitioner (AEPP®)

Estate & Succession Practitioner (ESP®)

Master Fund Advisor

(MFA)

Associate Wealth Planner

(AWP)

Certified Enneagram

Coach

My expertise include being an Investment Portfolio Specialist, Estate & Succession Practitioner and Talent Coach.

I’m tired of seeing clients burdened by unnecessary policies and well-intentioned advisors recommending unsuitable solutions.

My goal is to provide clear, practical, and client-first financial advice that truly addresses people’s needs. My efficiency-focused and performance-oriented financial planning methodology has been key to my success.

Featured Services

Investment Portfolio Management

Investment portfolios are monitored and optimised through two key strategies: All-Weather & Maximiser. These strategies extend to offshore solutions, ensuring tax-efficient capital gains, income, and estate planning.

Estate & Legacy Planning

Safeguard your legacy with structured estate planning. A well-drafted Will or Trust ensures seamless wealth transfer at the right milestones, asset protection from creditors, and shields your estate from unintended claimants.

Business Succession Planning

A well-structured business exit plan ensures seamless ownership transition, financial security, and wealth preservation. From buy-sell agreements to succession planning, every detail is designed for long-term stability.

Risk Management

Access a wide range of Life Insurance solutions to protect and create wealth for your family and business. With a indepth competitor analysis, we can identify the most price competitive tailored solutions to suit your needs.

Featured Partners

With over 100 partners and a choice of more than 1,000 products, our platform allows for personalised solutions that best fit your differing needs and wants in life. Early planning and preparation for life’s unexpected moments are made possible with our panel of strategic partners.

To play, press and hold the enter key. To stop, release the enter key.