Providing Truly Impartial, Comprehensive and Bespoke Financial Solutions & Guiding Young Advisors to a Meaningful and Rewarding Career by helping their Peers and Love Ones.

Brian Chew

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REP No.: CZB100054348

Associate Director

I believe everything starts from the heart, thus I use my heart when it comes to engineering a bespoke financial plan to coaching my advisors. With over 15 years of experience, I am a Certified Financial Planner (CFP®) who seeks to guide and navigate both my clients and advisors towards achieving their Dream and Goals.

I believe that setting goals is the first step in turning the invisible into the visible, discipline and dedication breeds success. I have dedicated my life to assist people in optimizing their financial portfolios, setting them up for longevity & success.

Group Asset Under Advisory
>$ 0
Group Family Served
0 +
Years of Experience
0 +

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Testimonials

Through the years that I have worked with Brian, I am pleased with his service. Brian holds good trait of a Financial Advisor. He is responsible and responsive. Not only he is knowledgable in this industry, he is approachable and could address his client’s needs efficiently. Brian believes that everything begins from the heart. This could be seen through his sincere service, where he is patience and would spend adequate time to ensure that clear explanation is provided to his client. With his professionalism and excellence service, I would continue engaging his service and strongly recommend him to others.

Quek Yanting

Nurse Manager

Brian is a reliable consultant that has always put our needs and perspectives at the forefront. it is obvious to us that he isnt doing this for the quick buck but rather he truly has the passion to consult us to have the best wealth and health portfolio possible. He is very approachable and knowledgeable in his field. I would say that during the over 15 years of engaging his service, we are very satisfied and appreciative of his services.

Ethan Ng

Marine Surveyor

Brian has worked with us for almost a decade in planning and investing our finances and insurance needs. He is responsible and responsive and has met our needs with excellence! Brian has also been supporting us through a recent health crisis and made sure our needs and healthcare claims were done impeccably. We are very grateful for his help and will continue to work with him for the long term.

Jerel & Cordy

Program Director

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