"Transforming Lives, Empowering Potential"
– Patrick Chang
Certification
Advanced Diploma in Wealth Management
Associate Certified Coach (ACC)™
Chartered Financial Consultant (ChFC®/S)
Certified Family Office Advisor
IBF Advanced ("IBFA")
Hello, I'm Patrick Chang
Branch Manager
MAS Representative No. CPF200037430
"Transforming Lives, Empowering Potential"
– Patrick Chang
As a dedicated financial consultant and ICF-accredited coach, I’m committed to transforming lives and empowering potential. With 16 years of experience, I craft tailored financial strategies that align with the unique situations and goals of Professionals, Managers, Executives, and Businessmen (PMEBs).
I utilise i.p.a.d., an Integrated Personal Asset Distribution solution package, focusing on Preserving, Accumulating, and Distributing personal and family wealth, with a strategic emphasis on meeting long-term aspirations. This comprehensive approach covers insurance optimisation, investment strategies, portfolio construction, retirement, estate, and legacy planning.
I accompany clients on their financial journey, transcending traditional life-stage planning. This approach recognises that individuals can be at any phase of their financial journey, regardless of their age or life circumstances. Whether you’re in a phase of dependence, independence, or freedom, I guide you towards the next phase.
Beyond traditional financial advice, I leverage my coaching skills to explore what truly matters to my clients. By gaining deeper understanding of the motivations and inspirations behind each financial decision, it enables me to tailor guidance that resonates with your needs and aspirations.
As a branch leader, I mentor and coach consultants to become highly competent, ethical, and professional advisors, ready to offer the best services and becoming future leaders.
I am Patrick Chang:
Independent Advice. Genuine Choices. Tailored Strategies. Smart Solutions.
Certification
Advanced Diploma in Wealth Management
Associate Certified Coach (ACC)™
Chartered Financial Consultant (ChFC®/S)
Certified Family Office Advisor
IBF Advanced ("IBFA")
Testimonials
Get in touch with me
Let’s have a conversation about your future, life aspirations, and financial well-being.
