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Empowerment Through LifE & Legacy Planning for Lasting Prosperity

Chew Hock Beng 周福明

REP No.: CHB100069009

Financial Advisory Director

Hock Beng (福明) is a highly qualified individual in the field of financial planning and consultancy. His impressive array of certifications, including Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Family Office Specialist, reflects his dedication to mastering various aspects of financial services.

Moreover, his active involvement in community initiatives and appointments in prestigious organization such as the Financial Planning Association of Singapore (FPAS) and IFPAS underscores his commitment to the profession and the betterment of the financial planning industry.

Hock Beng’s roles as an Honorary Treasurer, Exam Board Chair, and member of various sub-committees demonstrate his leadership capabilities and his willingness to contribute to the advancement of financial education and standards.

As a certified instructor with Financial Perspectives and an Adjunct Trainer with Falco Academy, Hock Beng not only enhances his own expertise but also shares his knowledge and skills with aspiring financial professionals, thereby enriching the industry as a whole.

Currently, Hock Beng’s focus on managing a team of independent financial adviser representatives highlights his leadership and mentoring abilities. Through training, mentoring, and coaching, he plays a pivotal role in developing the next generation of financial advisers, ensuring that they uphold the highest standards of professionalism and service to clients.

For decisive action towards financial guidance, mentorship, coaching, or professional collaboration, don’t hesitate to call/WhatsApp Hock Beng today.

Instead of telling you Hock Beng’s specialties, why not try his financial services advisory?

Pick those that can enhance your wealth-being.

☑️ Financial Health Check

☑️ Personal Risk Profile with Fund Projection.

☑️ Retirement Planning Shortfall.

☑️ Estate planning checklist.

And if you are aspired to be a financial consultant, try this suitability profile.

In addition, he loves to train. More on his IBF accredited courses?

Alternatively, at mutual convenience, let’s have a free non-obligatory zoom meet-up.

Other areas of financial advisory services:

  • Comprehensive Financial Planning
  • Investment Planning
  • Personal Life Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • Estate Planning
  • Business Succession Planning
  • Mortgage and Liability Planning
  • General Insurance Services
  • Employee Benefits Scheme
  • Islamic Wealth Advisory

Hock Beng’s awards come from people who are satisfied and benefited from his conviction!

His rewards are derived from his reps who placed comfort in their financial planning towards their client’s “wealth” being.

With his following qualifications and commitments :

B.Eng, CFP®, CLU®, ChFC®, CFOS™, IBF Advanced, Dip.SCI(Life), DipSCI(General), MDRT, FChFP, CLPA, CEPC, AEPP®, HELP, CBC™, ACBC™, CIWA, ACTA, SAMP™, ARIA, LUTCF®, FSS®

These inspire Hock Beng to go higher ground of holistic advisory towards financial planning.

Years of Experience in Financial Services
0
Potential Legacy Market Opportunity
$ 0 T
Revenue Model
0 -digit

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Testimonials

Hock Beng’s deep expertise in financial planning, especially in the area of estate and legacy planning has been instrumental in the high level of competency of his team members who have consistently ranked in the top 5 advisory groups in the company. As a leader, he empowers his team by developing clear SOPs and providing insightful resources that boost his team’s efficiency. His mentorship extends beyond theory. His dedication to his team’s growth is truly inspiring. If you’re looking for a leader who will invest in your development, Hock Beng is your guy. Just be prepared to keep up with his sharp thinking – a great motivator to learn and evolve constantly!

Jonathan Low, AWP, ChFC

Senior Manager, Wealth Management

“If you want to win in the 21st century, you have to empower others, making sure other people are better than you. Then you will be successful.” Jack Ma And Hock Beng 😊from Financial Alliance Pte Ltd embodies that ethos! I attended his talk on “Grow Your Assets, Even After Death.” Initially, my intention was to support his event, unaware that it was tailored for advisers rather than non-practitioners. Nonetheless, I’m grateful I attended as I gained invaluable insights into the fundamentals of #wealthmanagement. Moreover, I appreciated delving into his profound thoughts and advice, drawn from his almost 30 years of experience. It’s rare to see advisers delivering public presentations to clients, let alone offering such informative sessions to industry professionals. Therefore, I commend Hock Beng for his efforts. Be sure to connect with him and join his next complimentary session!

Nick Teo

Top Recommendation 2023, 2022, 2020 HNW Wealth Manager

I have known Hock Beng for more than a decade now and he came across to me as a strong leader, always willing to share. He is also a keen learner and never stops learning to go further and lead his team by example. Over the years we have also collaborated in providing training courses to professionals in the industry, and he has proven to be someone who is able to effectively share his experience and bring his message creatively across to his audience. Hock Beng is definitely a great friend to have and a good leader to follow and it has been a blessing and pleasure working with him!

Ronald Wong

Managing Director at Financial Perspectives Pte Ltd

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