I’M A CFP®, CERTIFIED FINANCIAL PLANNER™
Fast-track Your Financial Freedom with a Certified Consultant
Hello and nice connecting with you. Working with a financial consultant can help you achieve your financial goals while minimizing the impact on your busy schedule. I have over 18 years of experience providing tailored financial solutions to my clients. Read some of my testimonials to find out more.
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Tailored financial solutions to suit your needs and circumstances
Personalized insurance and investment planning that is explained in digestible format is essential to achieving financial success. I know. Sometimes, policies can be lengthy and too hard to understand. That’s where I come in. I will explain things in an easy-to-understand manner. These are some of the plans I specialize in.
- Term Plan
- Whole Life Plan
- Endowment Plan
- Savings Plan
- Group Insurance
- Investments
- Expatriate Plan
- Plan for Overseas Individuals
Ivan Chua, CFP®
CERTIFIED FINANCIAL PLANNER™
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Simple Process: How to get started
Just take 30 minutes out of your busy schedule to have a chat with me. I’ll be able to do a preliminary assessment of your needs. Fuss-free, and with no obligations.
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My Services
What I Provide
A comprehensive range of financial products to suit your protection and savings needs
Life Insurance For Individuals
Discover the perfect plan tailored to your risk management needs. I provide value-for-money protection plans for you and your family.
Retirement Planning
Don’t wait until it’s too late. Explore various retirement planning options now to ensure a comfortable and worry free future.
Group Insurance
Demonstrate your care for your employees by providing comprehensive employee benefits plans that cater to their needs.
Insurance For Singapore Expats
As you build a life in Singapore, learn about the protection, savings, and investment plans available to safeguard your well-being while living and working here.
Life Insurance For Overseas Individuals
You don’t have to work or live here to be able to buy insurance plans. Please contact me to find out some of the eligible plans for you and your family.
Wealth Preservation For High Net Worth Clients
You have worked so hard to build your wealth. Let me help to preserve it for you and your generations to come.