Jack Chan

Jack Chan

senior relationship manager

Biography

๐–๐จ๐ซ๐ซ๐ข๐ž๐ ๐Ž๐ฏ๐ž๐ซ ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐…๐ฎ๐ญ๐ฎ๐ซ๐ž ๐จ๐ซ ๐‚๐š๐ซ๐ž๐ž๐ซ ๐†๐ซ๐จ๐ฐ๐ญ๐ก? ๐‹๐ž๐ญโ€™๐ฌ ๐“๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ ๐“๐ก๐š๐ญ.

The financial world can feel like a maze. Youโ€™ve worked hardโ€”building your career, providing for your family, and striving for a better tomorrow. Yet, when it comes to your finances, thereโ€™s always that lingering question: ๐˜ˆ๐˜ฎ ๐˜ ๐˜ฅ๐˜ฐ๐˜ช๐˜ฏ๐˜จ ๐˜ฆ๐˜ฏ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ?

๐Ÿ’ก ๐‚๐จ๐ฆ๐ฆ๐จ๐ง ๐‚๐ก๐š๐ฅ๐ฅ๐ž๐ง๐ ๐ž๐ฌ ๐˜๐จ๐ฎ ๐Œ๐ข๐ ๐ก๐ญ ๐๐ž ๐…๐š๐œ๐ข๐ง๐ : 1 - Drowning in a sea of advice, yet finding it difficult to determine whatโ€™s truly relevant to your needs. 2 - Receiving fragmented advice that focuses on products rather than a comprehensive plan tailored to your unique circumstances. 3 - Feeling frustrated with advice that prioritizes selling products rather than understanding your unique financial and personal goals.

๐‡๐ž๐ซ๐žโ€™๐ฌ ๐ญ๐ก๐ž ๐๐ž๐ญ๐ญ๐ž๐ซ ๐–๐š๐ฒ: Iโ€™ve made it my mission to reshape the financial advisory landscape. With a client-first approach and a deep commitment to transforming lives, I help you navigate your financial journey with confidence and clarity.

๐Ÿ› ๏ธ ๐—ช๐—ต๐—ฎ๐˜ ๐—œ ๐—•๐—ฟ๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—ง๐—ฎ๐—ฏ๐—น๐—ฒ: ๐ŸŒŸ Strategic Financial Planning: From optimising cash flow to building robust investment portfolios, I craft strategies tailored to your unique goals. ๐Ÿ›ก๏ธ Secure Your Legacy: With expertise in legacy and estate planning, I ensure your loved ones are cared for and your wealth preserved for generations. ๐Ÿค Collaborative Coaching for Advisors: Iโ€™m passionate about mentoring the next generation of financial advisors, fostering a culture of growth and purpose. Every client encounter is an opportunity to change lives.

โœจ ๐‹๐ž๐ญโ€™๐ฌ ๐‘๐ž๐๐ž๐Ÿ๐ข๐ง๐ž ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ ๐“๐จ๐ ๐ž๐ญ๐ก๐ž๐ซ โœจ If youโ€™re ready to elevate your financial strategy, explore rewarding career opportunities, or discover a new level of personal and professional growth, letโ€™s connect today.

Testimonials & Booking Link available on www.jackchanfinance.com

Mr Kyle Lim

Full Stack DevOps Engineer at ST Engineering

Jack stands out as a committed financial advisor who goes beyond the basics. He doesn't just check in annually but ensures consistent follow-ups to keep financial plans aligned with changing needs.

From drafting wills and trusts to tailored investment strategies, Jack provides holistic solutions. His "well-being before profits" mindset shines, as he prioritizes meeting his clients' needs before recommending any plans.

Mr Luke Wang

Business Analyst at Shearwater Asia

Jack has been a trusted friend and advisor since our secondary school days, and Iโ€™ve seen his remarkable growth in financial advisory. His exceptional customer service stands out, from prompt replies to proactive problem-solving, even for issues beyond his control.

Jack's dedication, persistence, and willingness to go the extra mile truly set him apart as an advisor who always puts his clients first.

Mr Davan Yap

Store Manager at Decathalon

After a bad experience with financial consultants, I was hesitant to seek help again. However, Jack changed my view entirely. He approaches my finances like a doctor, diagnosing issues and tailoring honest recommendations.

With his thorough preparation and clear explanations, I feel confident in my decisions. Jackโ€™s professional expertise and genuine care make him a trusted advisor and a friend.