Planning from the Cradle to the Grave.

Chua Chai Hoon

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REP No.: CCH100029814

Associate Wealth Advisory Director

Chai Hoon graduated from Nanyang Technological University with an Honors Degree in Business, specializing in Insurance & Banking. She is experienced in advising both individual and business clients, having worked in the financial advisory sector for more than 25 years. Her expertise includes insurance, investments, retirement and estate planning, as well as employee benefits, corporate pensions, and business succession planning. Deeply committed to her work, she has received continual mandate from both her retail and corporate clientele year after year in managing their investment and insurance portfolios.
She is currently among a group of practitioners in Singapore who are Chartered Financial Consultants (ChFC) and members of the Chartered Life Underwriter (CLU) group. She is also an affiliate of the Society of Trust and Estate Practitioners (STEP), assisting families with their wealth distribution and legacy planning.
采澐毕业于新加坡南洋理工大学,商务荣誉学位(保险和银行专业)。她自1999年以来从事于财务咨询服务,是新加坡的从业者其中一位持有 特许财务顾问(Chartered Financial Consultant, ChFC)和特许寿险核保师(Chartered Life Underwriter, CLU)名衔的成员。
作为一个准遗产规划从业者,她也是信托与遗产规划从业者协会(Society of Trust and Estate Practitioners,STEP) 的成员。她除了拥有个人财务- 涵盖投资/保险/退休/遗产规划的专门知识,也能提供员工福利/业务继任规划的咨询给企业客户们。她热忱及致力于她的工作,因此获得顾客多 年以来持续的支持。
Doing what I do
> 0 Years
Clients I've served
> 0
Financial Alliance- Assets Under Advice
>$ 0 Billion

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Testimonials

I am very happy to recommend and thank Ms. Chua Chai Hoon. She has been servicing our family for 20 years and we are always extremely thankful for her advice, service and care. She takes the time and patience to understand our needs and to provide an array of options for our consideration (never at all pushy). We have gone through many phases in our lives (kids, retrenchment, sickness, pre – retirement) and through out these years, we have appreciated her knowledge, strong communication skills, financial acumen and considered advice.

Anthony C.

Managing Director

What makes her different from other advisers is her advice and experience. She will tailor fit the plan that fit your needs rather than a blanket coverage

Charles Hansen

System Engineer

Chai Hoon is a very approachable FA from the first day we know her till date. Whenever we have any queries, she never fail to explain in detail to us so that we understand everything we need to know. She does not rush through all the zoom calls with us and is forever so patient with us. Whenever we have friends looking for insurance, we will always share with them about Chai Hoon because we can be sure that our friends will be well taken care of just like how we are. I like that she is always very willing to share her thoughts/opinions but never forcing us to make any decision as she believes that the ultimate decision lies in us.

Elaine Ng

Payroll Executive

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