Adrian Chen 陈俊竹

Financial Advisory Manager

(MAS REP No.: CJA300098688)
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.

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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.

Lim Bing Yuan

(Director) Sim Seng Hin Sawmill Pte Ltd

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Adrian Chen 陈俊竹

MAS REP No.: CJA300098688

Financial Advisory Manager

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.

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  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
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  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
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  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策

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