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

Winnie Chan

Financial Advisory Manager
MAS Rep No. CWL100044668

My Specialities
  • Cashflow Management
  • Investment Management
  • Risk Management
  • Insurance Portfolio Reviews
  • Education Funding

Click here for the full list of my specialities >>

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About Me

I believe in helping others to improve their lives financially, by leveraging on current assets and schemes to achieve their financial goals. I take pride in implementing strategies to achieve my clients' financial objectives , regardless of their current financial situation.

"There will never be a perfect time or situation for financial planning, we can only make the best of what we have today".

I am proud to be part of my team, La Confiance, which has one of the best systems and processes in place to serve in our clients' best interests. Find out more about La Confiance news and industry updates on



My Specialities

  • Cashflow Management
  • Investment Management
  • Risk Management
  • Insurance Portfolio Reviews
  • Education Funding
  • Retirement Income Planning
  • Legacy Planning
  • Estate planning


Educational Qualification
  • Bachelor Degree in Arts & Social Sciences (Economics, Statistics)
Professional Qualification
  • Associate Wealth Planner (AWPCM)
Awards/Recognition received
  • Financial Alliance Quality Class (Eminence Class), 2013
  • Financial Alliance Quality Class (Prestige Class), 2012; 2014 - 2015
  • Financial Alliance Quality Class (Merit Class), 2010-2011