Empowerment Through LifE & Legacy Planning for Lasting Prosperity

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.

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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

I attended the Holistic Estate & Legacy Planning (HELP) by Hock Beng earlier this month. It was a very fruitful session. It opened many possibilities for me to engage my clients on this topic in a more meaningful manner. I had also learned that estate planning is more than just will or trust. It’s about a comprehensive approach to ensure the assets are well managed before and after death. If you are looking to learn more about estate planning, then this course may be just right for you.

Vincent Chua Tin An

Financial Guide: Navigating Financial Terrains with Confidence

Known Hock Beng for many years. First met him was in my office as we are hosting a seminar. Back then he just started in Financial Alliance and what took me as a surprise was his passion for this business and how he envisioned himself embarking on his new journey in his newly joined company. Almost considering starting from scratch again from his previous company, his vision came true and he is now leading one of the biggest and most successful branches in Financial Alliance. Over the years of friendship, he gave me much valuable advice and what inspire me most is that even though he is considered a veteran in his field of financial management work, he is constantly seeking new knowledge and constantly sharing his knowledge with others. Working in an environment of managing people’s money and managing people who are managing people’s money, it is important to find a trustworthy and ethical person. But how can one simply know? One way I learned is to look at what a person is doing during nonwork hours. I am fortunate to know Hock Beng long enough to know personally that he is a loving husband, a very responsible father, and also a devoted Buddhist. With that said of a man, nothing much I can doubt in terms of his professional practice.

Alan Quah

Head, Partnership Distribution at Transamerica Life Bermuda

I really enjoyed your HELP course – you made them really interesting. Out of all the courses, you definitely stopped me from looking at my phone during it! It was practical and applicable in my workplace. I used some of the techniques taught in the training and I have very positive feedback on my presentation. I like to thank you for your excellent training and am looking forwards to more training opportunities in the future.

Andy Yeo

Financial Consultant (GEFA)

Having Hock Beng be my chief is a great honor. His commitment to providing his best, finding ways to support us has been very consistent. He constantly encourages our team to seek change, seek improvements, seek adaptability. His wealth of knowledge not only illuminates us in a lot of ways, but he does so in a very personable way. Thank you, chief!

Lennie Leong

Helping Small Businesses Automate their Accounting by Leveraging AI Cloud Technology

I have attended several of Hock Beng’s training courses – (FNME) Financial Numbers Made Easy, Demystifying SRS, (HELP) Holistic Estate, and Legacy Planning. What made his class stand out from the rest of the courses I’ve attended is how practical and applicable his courses are. Theory and knowledge lay the foundation of what is to be taught, and once that strong foundation is laid, the rest of his courses were spent on how to apply those concepts into the participants’ own advisory practice. He is the kind of master that teaches you how to fish, such that you will be equipped to fish on your own for the rest of your life. Definitely worth the time and money to sign up for his courses!

Ivan Ong

Helping organizations provide financial education, investment, and insurance for their people.

Hock Beng is a highly competent financial planner who consistently delivers a high standard of work for clients. He is deeply passionate about education and training and is very generous in sharing & imparting knowledge to his peers as well as unceasingly upgrading himself. It is always a pleasure to work alongside him.

Jonathan Low

Manager, Wealth Management

I know Hock Beng since I joined Financial Alliance in 2012. Hock Beng is one of the 19 financial advisory group directors who run a professional and productive team. He has been doing very well to build his few-man team a few years ago to one of the largest teams in the company. He is very competent and knowledgeable in financial & wealth planning and strong in using technology to make life easy for his consultants and clients.

Tang Khan Loon

Head of Business Development at Singapore's Largest IFA (Independent Financial Adviser)

Hock Beng is selfless in sharing his wisdom and experiences gained through his many years in the industry. He is willing to support his team and provide them with guidance to be back on track to their own target. To Learn, Hock Beng will be your trainer. To Implement what you learn, Hock Beng will be your coach. To Excel in business, Hock Beng will be your valuable business partner. I am glad to have been through the process with him.

Koh Soo Giap 许树业 (Xavier) AWP®

I love to work with professionals who are living/working in Singapore ??

Hock Beng is a dedicated financial advisor with a passionate desire to lead a team. I have known him for several years and each year Hock Beng strives to improve himself to better serve his advisors and their clients. I have every confidence in him as a Trusted Advisor and leader.

Stanley Tan

The core strength of all business relationships is TRUST.

I have worked with Hock Beng previously and he has done well to assist his clients on financial planning. He is able to offer independent advice as his company offers products from various providers. I believe he will guide his team to further success.

Benjy Tan 陈建燊

Director, Bancassurance Distribution and IBG

“I have known Hock Beng for more than 10 years when he was among the first few pioneer batches of participants who attended my workshop. He is humble, very personable, outstanding, sharp and an avid learner. I was not surprised to witness the great successes he has achieved not only in building and leading a great team of advisers but also to serve selflessly & contributing immensely to the financial advisory community. A servant leader, mentor, coach & trainer to look up to!”

TG TAY

Master Trainer, Coach, Speaker

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Chew Hock Beng 周福明

MAS REP No.: CHB100069009

Financial Advisory Director

Empowerment Through LifE & Legacy Planning for Lasting Prosperity

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, 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.

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Years of Experience in Financial Services
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My Content

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