Financial Adviser

Jack Chen

Helping ambitious professionals and families in Singapore build generational wealth through strategic financial planning.

MAS Licensed
Infinity Financial Advisory
CFP Certified

My Philosophy

Wealth is a tool,
not a trophy.

I don't believe in one-size-fits-all solutions or chasing the latest investment trends. Instead, I focus on understanding your unique circumstances, goals, and values to create a financial strategy that works for your life.

Transparent Fees
No Hard Selling
Client-First
JC

Jack Chen

Financial Adviser

Services

How I Can Help

01

Wealth Planning

Comprehensive financial planning that aligns your money with your life goals. From budgeting to legacy planning—every piece matters.

02

Investment Advisory

Evidence-based investment strategies designed for long-term growth. No speculation, no hype—just disciplined, diversified portfolios.

03

Risk Protection

Strategic insurance solutions that protect what matters most. Cover your bases without overpaying for coverage you don't need.

04

Retirement Planning

Build toward financial independence with clear milestones. Know exactly where you stand and what it takes to reach your goals.

"The best investment you can make is an investment in yourself."

— Warren Buffett

Get Started

Ready to take
control?

Book a free 30-minute discovery call. No sales pitch, no pressure—just an honest conversation about your financial goals and how I might help.

Tell me about yourself

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