Dear Business Owners, do you have a succession plan in place?

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek unbiased financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

Chua Chai Hoon

Chai Hoon graduated from Nanyang Technological University with an Honors Degree in Business, specializing in Insurance & Banking. She is experienced in advising both individual and business clients, having worked in the financial advisory sector for more than 25 years. Her expertise includes insurance, investments, retirement and estate planning, as well as employee benefits, corporate pensions, and business succession planning. Deeply committed to her work, she has received continual mandate from both her retail and corporate clientele year after year in managing their investment and insurance portfolios.
She is currently among a group of practitioners in Singapore who are Chartered Financial Consultants (ChFC) and members of the Chartered Life Underwriter (CLU) group. She is also an affiliate of the Society of Trust and Estate Practitioners (STEP), assisting families with their wealth distribution and legacy planning.
采澐毕业于新加坡南洋理工大学,商务荣誉学位(保险和银行专业)。她自1999年以来从事于财务咨询服务,是新加坡的从业者其中一位持有 特许财务顾问(Chartered Financial Consultant, ChFC)和特许寿险核保师(Chartered Life Underwriter, CLU)名衔的成员。
作为一个准遗产规划从业者,她也是信托与遗产规划从业者协会(Society of Trust and Estate Practitioners,STEP) 的成员。她除了拥有个人财务- 涵盖投资/保险/退休/遗产规划的专门知识,也能提供员工福利/业务继任规划的咨询给企业客户们。她热忱及致力于她的工作,因此获得顾客多 年以来持续的支持。

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