Engage - Adrianchen

Adrian Chen 陈俊竹

Financial Advisory Manager

(MAS REP No.: CJA300098688)

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Financial Coach | Empowering Individuals to Achieve Financial Freedom

I’m Adrian, and I’m thrilled to connect with you in the realm of personal finance and wealth management. As a dedicated financial coach, I am passionate about helping individuals like you gain control of their financial lives and achieve long-lasting prosperity.

For over a decade, I have been honing my skills as a financial coach, specialising in three key areas of planning:

1️⃣ Financial Planning: I work closely with my clients to create personalised financial road maps that align with their unique aspirations. Together, we identify short and long-term goals, analyse current financial situations, and devise comprehensive strategies to achieve those objectives. Whether it’s building an emergency fund, tackling debt, or planning for retirement, I provide tailored guidance every step of the way.

2️⃣ Wealth Management: I believe that wealth is not just about accumulating money; it’s about making informed decisions to grow and protect it. I assist individuals in optimising their investment portfolios, utilizing low-risk investment strategies to generate income or long-term growth. By leveraging my expertise in wealth management, I empower my clients to make sound financial choices and navigate the ever-changing financial landscape confidently.

3️⃣ Goal Setting: One of the keys to financial success is setting clear, measurable goals. Together, we’ll uncover your aspirations and dreams, and I’ll help you craft achievable objectives that align with your values. Through regular progress assessments and adjustments, I ensure that you stay motivated and on track to attain your financial milestones.

🔑 How I Add Value: ✔️ Empower individuals to take control of their financial future ✔️ Provide personalised guidance tailored to individual needs ✔️ Equip clients with the knowledge and tools for financial success ✔️ Foster long-term relationships based on trust and open communication

I firmly believe that financial well-being is within reach for everyone, regardless of their background or current circumstances. My friendly and approachable coaching style creates a safe and non-judgmental space where clients can openly discuss their financial concerns and aspirations. Together, we’ll turn your financial dreams into achievable realities.

If you’re seeking a dedicated financial coach who can guide you through the complexities of financial planning, wealth management, goal setting, low-risk investment, medical coverage for pre-existing conditions, and estate planning, let’s connect! Feel free to reach out, and let’s start the journey towards financial freedom together.

In addition to my core specialisations, I also offer expertise in the following areas:

✅ Low-Risk Investment: I specialize in guiding individuals towards low-risk investment strategies that generate steady income or long-term growth. By minimising risk exposure and maximising returns, I help clients navigate the investment landscape with confidence and peace of mind.

✅ Medical Coverage for Pre-existing Conditions: I understand that finding suitable insurance coverage can be challenging for individuals with pre-existing medical conditions. I provide personalised assistance and guidance to help you find the right coverage that addresses your specific needs, ensuring you have the protection you require.

✅ Estate Planning: As part of comprehensive financial planning, I assist clients in developing effective estate plans to protect their assets and ensure the smooth transfer of wealth to future generations. I provide personalised guidance on wills, trusts, and other estate planning tools to help you create a lasting legacy.

Services

Financial Coaching

Insurance Negotiation

Asset Distribution Planning

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Testimonials

Adrian was referred to me by my sister as I had difficulty finding insurance coverage for my son due to a condition at birth. My husband and I felt very insecure as we couldn’t do anything about it, and we almost gave up. Adrian came in and took charge of the situation. Although we encountered some difficulties along the way, he was very patient throughout the whole process. In the end, we managed to get the coverage for my son, even though the premium is higher, but it’s within the acceptable range that we can accept, compared to having no or little cover at all. We felt relieved knowing that he’s covered, and I’d like to thank Adrian for not giving up on my son. Without a doubt, I highly recommend Adrian as he’s one of the most patient and trustworthy advisors I’ve met so far. With his vast experience and exposure, I’m sure he’ll be able to help many parents who are in the situation as I was. Adrian always tries his best to help, and his professionalism is there for all to see.

Chantal Khoo

Finance Manager

Adrian was extremely knowledgeable and familiar with different types of policies and plans and was able to explain clearly and respond to my queries well. Most importantly, he demonstrated sincerity and care for his client such that I know his recommendations would be in my best interest. On top of that, Adrian was professional, never late, has a quick response time, and is always fully prepared for meetings. I understand a lot more about my coverage and needs for retirement after hearing all his advice.

Shirley Sim

Senior Assistant Director, HP-NTU Digital Manufacturing Corporate Lab

Adrian gave a very clear and comprehensive explanation and purpose to the packages. He understands his products and proposed the most useful package that suits our lifestyle.

Peeradet

Partner | PAI Studio

Adrian is a very good financial planner who gives me good advice, good product comparison. He is not pushy and he articulates his points well. Even my mum, who is a layman, trusts him with his recommendations. His warmth and helpful character are the reason that I entrust my family’s financial planning to him.

Janice Ang

Project Delivery Manager

Adrian is very professional. He listens intently to my needs and provides solutions very closely tailored to my needs. Always reaches out and follow up.