Hello there! I’m Patrick Chang, a retirement planning professional with over 15 years of experience. But more than that, I’m passionate about helping people achieve their retirement dreams and leaving a lasting legacy for their loved ones.
As a CFP, ChFC, IBFA, AEPP, and certified Family Office Advisor, I believe that everyone deserves a good retirement and an estate plan for intergenerational wealth transfer. Retirement is an exciting phase of life, and it deserves careful planning to ensure that you can enjoy a fulfilling and stress-free experience.
I’ve had the pleasure of working with individuals who have retired at ages ranging from 35 to 65, and it’s incredibly rewarding to see them enjoy a well-deserved retirement and pass on their hard-earned wealth to future generations. That’s why I offer a comprehensive intergenerational wealth transfer program that will ensure your loved ones benefit from your financial planning and hard work.
But if you prefer a more hands-on approach, I’ve got you covered too. I offer the ITOL certified program: Certificate in MAPPED Retirement Planning, which will equip you with the skills and knowledge to plan for a successful retirement. With this program, you can take charge of your financial future and achieve the retirement lifestyle you’ve always dreamed of.
My expertise in retirement planning has also earned me media coverage and allowed me to publish a book on retirement planning, “The A to Z Guide to Retirement Planning,” and create a financial card game titled “Affluent.” I have also given talks and presentations to MNCs and government agencies on retirement and other financial topics.
So let’s connect and work together to make your retirement dreams a reality. With my guidance and expertise, you can enjoy a financially-free retirement and leave a lasting legacy for future generations. Don’t wait any longer, let’s start planning for your retirement today!
Investment Portfolio Analysis & Construction
Integrated Retirement Planning
Equitable Estate Planning
Legacy & Succession Planning
Financial Literacy Education
Insurance Portfolio Audit
Private Wealth Management
Fee-based Wealth Advisory and Consultancy
Academic
MBA
Bachelor of Commerce
Professional Qualifications
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Institute of Banking & Finance Advance Certification (IBFA) – Financial Planning (Personal)
Advanced Diploma in Wealth Management (ADWM) by Wealth Management Institute
Certified Family Office Advisor by Wealth Management Institute
Certificate in Trusts Services (Foundation) by Wealth Management Institute
Associate Estate Planning Practitioner (AEPP)
Certified Enneagram Coach
Certified DISC Flow Trainer
ACTA Certified Trainer
MOE Registered Trainer for Personal Financial Planning, Marketing, Entrepreneurship, and Communication
Others
Authored the book: “The A to Z Guide to Retirement Planning”
Financial Literacy Card game producer: “Affluent Wealth Management Game”
Interviews/Articles/Speaker in:
CNA93.8
The ABF Podcast (by CNA)
MoneyFM 89.3
Capital 95.8城市频道
Channel News Asia (CNA) website commentaries section contributor
Speakers & Presenters at SingTel, Ascendas-Bridge, NLB, Singapore Prison Services, Teen Challenge, Peter Ong Law Corporation,
Hello there! I’m Patrick Chang, a retirement planning professional with over 15 years of experience. But more than that, I’m passionate about helping people achieve their retirement dreams and leaving a lasting legacy for their loved ones.
As a CFP, ChFC, IBFA, AEPP, and certified Family Office Advisor, I believe that everyone deserves a good retirement and an estate plan for intergenerational wealth transfer. Retirement is an exciting phase of life, and it deserves careful planning to ensure that you can enjoy a fulfilling and stress-free experience.
I’ve had the pleasure of working with individuals who have retired at ages ranging from 35 to 65, and it’s incredibly rewarding to see them enjoy a well-deserved retirement and pass on their hard-earned wealth to future generations. That’s why I offer a comprehensive intergenerational wealth transfer program that will ensure your loved ones benefit from your financial planning and hard work.
But if you prefer a more hands-on approach, I’ve got you covered too. I offer the ITOL certified program: Certificate in MAPPED Retirement Planning, which will equip you with the skills and knowledge to plan for a successful retirement. With this program, you can take charge of your financial future and achieve the retirement lifestyle you’ve always dreamed of.
My expertise in retirement planning has also earned me media coverage and allowed me to publish a book on retirement planning, “The A to Z Guide to Retirement Planning,” and create a financial card game titled “Affluent.” I have also given talks and presentations to MNCs and government agencies on retirement and other financial topics.
So let’s connect and work together to make your retirement dreams a reality. With my guidance and expertise, you can enjoy a financially-free retirement and leave a lasting legacy for future generations. Don’t wait any longer, let’s start planning for your retirement today!
Investment Portfolio Analysis & Construction
Integrated Retirement Planning
Equitable Estate Planning
Legacy & Succession Planning
Financial Literacy Education
Insurance Portfolio Audit
Private Wealth Management
Fee-based Wealth Advisory and Consultancy
Academic
MBA
Bachelor of Commerce
Professional Qualifications
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Institute of Banking & Finance Advance Certification (IBFA) – Financial Planning (Personal)
Advanced Diploma in Wealth Management (ADWM) by Wealth Management Institute
Certified Family Office Advisor by Wealth Management Institute
Certificate in Trusts Services (Foundation) by Wealth Management Institute
Associate Estate Planning Practitioner (AEPP)
Certified Enneagram Coach
Certified DISC Flow Trainer
ACTA Certified Trainer
MOE Registered Trainer for Personal Financial Planning, Marketing, Entrepreneurship, and Communication
Others
Authored the book: “The A to Z Guide to Retirement Planning”
Financial Literacy Card game producer: “Affluent Wealth Management Game”
Interviews/Articles/Speaker in:
CNA93.8
The ABF Podcast (by CNA)
MoneyFM 89.3
Capital 95.8城市频道
Channel News Asia (CNA) website commentaries section contributor
Speakers & Presenters at SingTel, Ascendas-Bridge, NLB, Singapore Prison Services, Teen Challenge, Peter Ong Law Corporation,
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