Hello, I'm Ivy Chan

With over 20 years of experience in the financial industry, Ivy Chan is dedicated to helping clients create a better tomorrow through holistic and personalised financial planning. Ivy has built enduring client relationships, some spanning over twenty years by providing consistent and reliable financial guidance. 

Ivy’s works closely with professionals across various industries. Her dedication to creating robust retirement portfolios ensures her clients and their families achieve financial security and self-sufficiency. Known for her active listening skills and empathetic nature, Ivy tailors financial plans that address the unique needs of each client, helping them meet their goals with confidence.

Her career is marked by significant milestones a testament to her unwavering commitment and growth mindset. Beyond her professional achievements, Ivy’s dedication extends to her family,  honoring her late father’s legacy by ensuring her mother is well cared for and providing for her family.

Ivy Chan’s commitment to her client’s success and well-being, makes her a reliable and trusted financial consultant. She is committed to guiding clients towards financial security and prosperity, inspiring trust and confidence in her expertise.