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About Me
I am Jack Chan, a Master Fund Advisor and Estate & Succession Practitioner with a passion for helping clients navigate the complex world of financial planning. For over 7 years, I've dedicated myself to advising professionals and business owners throughout Singapore, combining investment discipline with estate clarity to help clients both protect and grow their wealth.
My approach is distinctly different from traditional financial advisors. Rather than pushing products or following standardized templates, I take the time to truly understand your unique situation, goals, and concerns. This personalized approach allows me to craft strategies that address your specific needs while aligning with your long-term objectives.
What sets my practice apart is the integration of investment expertise with comprehensive estate planning. This holistic perspective ensures that your financial decisions today support your legacy goals for tomorrow, creating a seamless strategy that evolves alongside your life journey.
Why I Do This
From Broken Advice to Complete Planning
I started JackChanFinance after years of watching families misled by piecemeal products and half-truths. Insurance sold without strategy. Investments sold without context. Wills drafted without considering CPF or property. That is not planning — it is paperwork. I knew there had to be a better way.
Architect, Not Salesman
My role is to design structures that actually work in real life. CPF, insurance, property, trusts, and investments must connect into one blueprint. Advice should not serve the adviser’s quota, but the client’s life story and future needs.
Confidence Through Clarity
Real confidence does not come from buying another product. It comes when you finally see how all the pieces fit together — who decides, who benefits, and how money flows when life changes. My mission is to give clients that clarity so they can make decisions with conviction, not fear.
This client-centered approach has helped numerous Singapore families create robust financial foundations that withstand market volatility, life changes, and evolving goals. My greatest professional satisfaction comes from seeing clients achieve peace of mind about their financial future and family legacy.
My Professional Foundation
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Expertise That Works in Real Life
Technical knowledge means nothing if it cannot solve real family problems. My track record comes from applying advanced qualifications to cases where families faced probate delays, tax traps, and fragmented portfolios — and designing structures that actually worked.
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Credentials That Go Beyond Sales Licenses
I hold designations such as Master Fund Advisor, Associate Estate Planning Practitioner (AEPP®), and Estate & Succession Practitioner (ESP®). These are not just badges — they represent specialised training that allows me to connect investments, insurance, CPF, property, and estate law into one working plan.
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Relentless Drive to Stay Ahead
Markets shift, tax rules evolve, and family structures grow more complex. I invest continuously in learning across global markets, estate frameworks, and investment strategies so clients do not get advice frozen in time. My role is to stay ahead so their wealth stays protected and growing.
My Planning Philosophy & Beyond
Every client deserves a methodical approach to financial planning. My comprehensive 6-step methodology begins with careful listening and mapping risks, then develops tailored strategies across investments, insurance, and estate tools. Semi-annual reviews ensure your plan evolves with your life, adapting to changing circumstances and goals.
This systematic approach provides several key benefits:
  • Ensures no important areas are overlooked
  • Creates accountability through regular reviews
  • Allows for measured progress tracking
  • Adapts to life changes and market shifts
  • Builds confidence through predictable processes
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Discovery
We begin by gaining a deep understanding of your current financial landscape, including assets, liabilities, income, and expenses, to form a clear baseline for planning.
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2
Mapping Goals & Risks
Together, we define your short-term and long-term aspirations, alongside identifying potential challenges and risks that could impact your financial security and legacy.
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3
Strategy Development
Based on our findings, we craft a personalised financial plan that integrates investment strategies, risk management, and estate considerations to achieve your objectives.
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4
Implementation
Once the strategy is finalised, we guide you through the process of putting the plans into action, ensuring all necessary financial instruments and legal arrangements are in place.
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5
Family Briefing
We facilitate discussions with your family members, ensuring everyone understands the plan's objectives and their role in preserving and growing the family's wealth.
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6
Regular Review
Financial landscapes evolve. We conduct regular reviews of your plan, making necessary adjustments to ensure it remains aligned with your life changes and market conditions.
Beyond the Office
I believe financial planning is not just about numbers, but about people and legacies. Outside of work, I dedicate time to coaching, mentoring, and building awareness on financial planning, so more families can secure their future with confidence.
My community involvement includes workshops, educational seminars, and one-on-one mentoring with young professionals entering the financial services industry. By sharing knowledge broadly, I hope to improve financial literacy and planning practices throughout Singapore.