Chua Chai Hoon

Associate Wealth Advisory Director

(MAS REP No.: CCH100029814)
Planning from the Cradle to the Grave.
Chai Hoon graduated from Nanyang Technological University with an Honors Degree in Business, specializing in Insurance & Banking. With over 22 years in the financial advisory service, she is experienced in assisting both individuals and corporate clientele. Her areas of expertise range from insurance, investment, retirement and estate planning, to employee benefits, corporate pension 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.
采妘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。她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。
> 0 Years
Doing what I do
> 0
Clients I've served
>$ 0 Billion
Financial Alliance- Assets Under Advice

Services

For Individuals
For Corporates
Bespoke Solutions

Content

Estate Planning
How to plan your Digital Legacy?
What I Sell
How Much Is Enough?
About Liabilities Cover
Towards 100 year old and beyond
Dear Business Owners, do you have a succession plan in place?

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

chai hoon shows positive energy to show that she is serious about the customer, guided by rules of ethical selling which is very important in any sale. most important of all, she demonstrates empathy and high-level confidentiality which are key to winning customers’ trust in any and every circumstance.

Angeline Choo

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

Chai Hoon is very knowledgeable in Will , Trust , LPA , estate planning etc and she is very polite and not at all pushy . I would say the most valuable thing is her vast experience and she is so well versed in estate planning . Frankly , Chai Hoon in my opinion is very experienced , patience , hardworking and very supportive and caring from her heart . She listen to your position and came up with sound recommendations. Keep up your professionalism Chai Hoon , you have done your work very well and I am sure the clients will appreciate your services .

Rachel Wong

Managing Director

Communicates clearly, understands your point of view, debates it as relevant and then presents her point of view. Chai Hoon is senior, so she has a certain air of maturity/ authority around her, which is reassuring.

Sharad Goyal

Management- HR

Honesty and sincerity during the financial planning process. She is not selling me a product. Thanks Chai Hoon and keep up the excellent service!

Lim Yung Wei

Manager

Sincere and forthright . Keep being enthusiastic and cheerful

Bernadette Tay LS

Retiree

Chai Hoon always responds very promptly & provides thorough and well thought out recommendations.

Liang TH

Freelance

Chai Hoon always takes a holistic and balanced approach in reviewing my latest situation before making any investment recommendation. She provides very prompt and thoughtful advices that help my decision making. Chai Hoon has continually improved herself in her career development. This has benefited me and other investors in terms of investment opportunities.

Chin PC

CEO

Chai Hoon is able to provide valuable, sound & practical advice when it comes to fulfilling the various financial needs of my family as the needs change over the last 20 years. I can always trust Chai Hoon when it comes to financial planning (be it insurance or investment or retirement planning). Thank you for being there for us over the years!

Susan Chua

Financial Analyst

She will give you the pros and cons of each policy/investment so that I can make an informed decision.

Alex Yap

Retiree

She serves with her heart and treats her customers like her friends. She will always look from the customer’s perspective to recommend the best suited product. She doesn’t push for the sale for the sake of making the gain. She’s honest.

Joyce Ng

IT Project Manager

My Contact

Enquiry

Social

Chua Chai Hoon

MAS REP No.: CCH100029814

Associate Wealth Advisory Director

Planning from the Cradle to the Grave.
Chai Hoon graduated from Nanyang Technological University with an Honors Degree in Business, specializing in Insurance & Banking. With over 22 years in the financial advisory service, she is experienced in assisting both individuals and corporate clientele. Her areas of expertise range from insurance, investment, retirement and estate planning, to employee benefits, corporate pension 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.
采妘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。她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。
> 0 Years
Doing what I do
> 0
Clients I've served
>$ 0 Billion
Financial Alliance- Assets Under Advice

Services

For Individuals
For Corporates
Bespoke Solutions

Content

Towards 100 year old and beyond
“We are responsible for how we age” is an important idea to embrace, against a backdrop of increa...
Dear Business Owners, do you have a succession plan in place?
Click here for link to article
Estate Planning
How to plan your Digital Legacy?
Most of us will have an inventory of Digital Assets if we own a mobile or computer. For some, you...
What I Sell
How Much Is Enough?
Click Here for WHY: Retirement Infographic Click Here for HOW Or Contact Chai Hoon (FAPL)  
About Liabilities Cover
How Public Liability cover differs from General Liability cover: “Got difference meh?” is a comm...

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

chai hoon shows positive energy to show that she is serious about the customer, guided by rules of ethical selling which is very important in any sale. most important of all, she demonstrates empathy and high-level confidentiality which are key to winning customers’ trust in any and every circumstance.

Angeline Choo

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

Chai Hoon is very knowledgeable in Will , Trust , LPA , estate planning etc and she is very polite and not at all pushy . I would say the most valuable thing is her vast experience and she is so well versed in estate planning . Frankly , Chai Hoon in my opinion is very experienced , patience , hardworking and very supportive and caring from her heart . She listen to your position and came up with sound recommendations. Keep up your professionalism Chai Hoon , you have done your work very well and I am sure the clients will appreciate your services .

Rachel Wong

Managing Director

Communicates clearly, understands your point of view, debates it as relevant and then presents her point of view. Chai Hoon is senior, so she has a certain air of maturity/ authority around her, which is reassuring.

Sharad Goyal

Management- HR

Honesty and sincerity during the financial planning process. She is not selling me a product. Thanks Chai Hoon and keep up the excellent service!

Lim Yung Wei

Manager

Sincere and forthright . Keep being enthusiastic and cheerful

Bernadette Tay LS

Retiree

Chai Hoon always responds very promptly & provides thorough and well thought out recommendations.

Liang TH

Freelance

Chai Hoon always takes a holistic and balanced approach in reviewing my latest situation before making any investment recommendation. She provides very prompt and thoughtful advices that help my decision making. Chai Hoon has continually improved herself in her career development. This has benefited me and other investors in terms of investment opportunities.

Chin PC

CEO

Chai Hoon is able to provide valuable, sound & practical advice when it comes to fulfilling the various financial needs of my family as the needs change over the last 20 years. I can always trust Chai Hoon when it comes to financial planning (be it insurance or investment or retirement planning). Thank you for being there for us over the years!

Susan Chua

Financial Analyst

She will give you the pros and cons of each policy/investment so that I can make an informed decision.

Alex Yap

Retiree

She serves with her heart and treats her customers like her friends. She will always look from the customer’s perspective to recommend the best suited product. She doesn’t push for the sale for the sake of making the gain. She’s honest.

Joyce Ng

IT Project Manager

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