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Faith-Based Advisory Driven by Data & Financial Science

Ian Tan C.K. 陈春江

REP No.: TCK300111203

Senior Financial Advisory Manager

I help professionals and retirees navigate retirement planning decisions via logical, numbers-driven planning.

My dedication as a Chartered Financial Consultant, and finance/mathematics graduate from NUS, is to back every recommendation by data – achieved via financial modelling and systematic frameworks. 

Whether it’s retirement planning, insurance structuring, or building an investment portfolio through collective investment schemes, I help you map your financial timeline ahead with my WealthTrack Blueprint, a model I’ve developed over 3 years. 

Beyond the numbers, my work is shaped by faith-based principles. I believe wealth is not just about accumulation, but stewardship – planning wisely, providing responsibly, and positioning your resources to serve a greater purpose. My mission is to empower individuals to achieve Abundance and godly Stewardship, via my vocation as a Financial Planner on this earth. 

Retirement Planning & Financial Projections

Life Insurance planning

Investments Advisory

Professional Qualifications:

  • Chartered Financial Consultant (ChFC/S)
  • Diploma in Personal Financial Planning (Dip. SCI)
  • Institute of Banking & Finance Advanced (Lvl 2)
  • Certificate in Financial Needs Analysis & Plan Construction (CFPC)
  • Certified Business Advisor on Multiply Business Systems network
  • Certified Estate Planner

Industry Recognitions:

  • Million Dollar Round Table 2023, 2024, 2026

Education:

  • Bachelors of Social Science (Honours) in Economics, with second major in Mathematics

Testimonials

I thought Ian’s consultative approach to financial planning – and his Portfolio Summary were most helpful. He is friendly, patient, and ethical in how he conducts his advisory.

Ran Hoon

Delivery Rider

I like Ian’s transparency and enthusiasm the most. His Financial Planning Template provided a starting point for me to understand my financial position. His communication skills made me feel that he is honest when speaking about insurance and financial planning.

Hakim

Marketing Executive

I always find it hard to understand insurance plans, but Ian breaks down the different plans to make it simple for me to understand. He makes sure that I’m well covered and that I can afford my plans. He is honest and always goes extra miles (e.g. delivering bird’s nest to my doorstep and giving me a lift!!)

Cheryl Chia

Research Engineer

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