This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Ang Kok Chin

Financial Advisory Director,
Financial Services Group

MAS Rep No. AKC100047230

My Specialities
  • Retirement Planning
  • Investment Advisory
  • Life Insurance Advisory
  • General Insurance
  • Estate Planning
  • Sophisticated Investors
  • Family Wealth Advisory Services

Click here for the full list of my specialities >>

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About Me

As trusted independent financial and wealth advisers, we only have one aim: to help our clients and families achieve their financial goals and dreams through a structured yet dynamic advisory process.

We begin by understanding and reviewing your needs, priorities and financial goals before dispensing tailored advice to you and implementing your customized solutions through our extensive network of business partners.

We regularly monitor your financial plans to keep them abreast with your changing needs and we look towards developing a business relationship with you that endures a lifetime.

As managers of a top performing team, we mentor and coach our financial consultants to be competent and elite professionals in the wealth management industry. We aspire to be the largest team of managers and consultants offering sound and quality financial advice to our clients.



My Specialities

Retirement Planning
• Cash Flow Planning
• Assets Optimization
Investment Advisory
• Cash Management
• Strategic Asset Allocation
• Tactical Asset Allocation
• Portfolio Construction
• Portfolio Implementation
• Portfolio Monitoring
Life Insurance Advisory
• Liquidity Planning
• Asset Protection & Preservation Planning
• Wealth Creation & Transfer Planning
• Family Legacy Planning
• Philanthropic & Charitable Legacy Planning
• Business Key Person Planning
• Business Continuity - Succession Planning
General Insurance
• Business Risk Management Planning
• Corporate Employee Benefits Schemes
Estate Planning
• Will
• Trust
• Advanced Care Plan (ACP)
• Advanced Medical Directive (AMD)
• Lasting Power of Attorney (LPA)
Sophisticated Investors
• Private Banking
• Global Investor Programme (GIP)
• Alternative Investments
Family Wealth Advisory Services
• Family Governance Advisory
• Family Office Advisory


Educational Qualification
  • Bachelor of Applied Science, Nanyang Technological University
Professional Qualification
  • Certified Financial Planner (CFP®)
Awards/Recognition received
  • Financial Alliance Quality Class (Eminence Class), 2012 - 2015
  • Financial Alliance Quality Class (Merit Class), 2011