CHAN KOK XIA NG (LUCAS CHAN)
ADVISORS ALLIANCE GROUP
At the pinnacle of my career in the hospitality industry, I made a daring leap. Despite being staunchly anti-insurance, I transitioned from managing a prestigious 5-star hotel to pioneering financial consulting. Today, I lead a dynamic team of driven individuals within the organization.
A Trailblazer in Financial Consulting
Over the past eight years, my dedication has garnered prestigious accolades including the Top of the Table Award (TOT), International Dragon Awards (IDA), and a consistent membership in the esteemed Million Dollar Round Table. Notably, I was instrumental in achieving Singapore’s historic 100 IDA Team Award from 2019 to 2023, while also holding the top spot in case counts within the organization.
People First Philosophy
Having honed my service skills during seven years in the hotel industry, I understand the significance of personalized care in this people-centric realm. My approach is simple: exceed expectations, go the extra mile, and build relationships rooted in trust. It’s not just about selling a product; it’s about connecting with individuals on a deeper level.
Setting Ambitious Goals
As a financial consultant, my mission extends far beyond financial gains. I aim to positively impact at least 100 lives annually by crafting comprehensive financial portfolios for my clients. Looking ahead, I aspire to provide sound financial planning for 1,000 families while guiding a team of 50 successful associates towards a shared vision of empowerment.
Client-Centric Success
My fundamental belief is that when you prioritize people, prosperity follows. By consistently putting my clients’ needs first, I’ve cultivated enduring relationships built on trust and mutual understanding. These bonds form the bedrock of my success.
From Humble Beginnings to Boundless Achievements
Hailing from a modest background with a father who was a fisherman, I’ve embraced every challenge as an opportunity for growth. Through relentless determination and unwavering support from AIA, Advisors Alliance Group, family, friends, and clients, I’ve transcended
barriers and achieved remarkable milestones.
Dream, Believe, Achieve
Together, let’s uphold the spirit of faith, dream, belief, and action. Each day presents a chance to transform aspirations into reality, and I’m committed to making every moment count.
Accolades
9th Runner-up, Top Director 2022
AIA Centurion Club 2024, 2023, 2022 and 2021
AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2024
AIA FA Pinnacle Club (Unit) 2023, 2022 and 2021
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022
AIA FA Prestige Club (Platinum) 2020
International Dragon Award – Silver Dragon Award (Agent Category) 2024, 2022 and 2021
Court of the Table 2023, 2022 and 2021
International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2020 and 2019
100 IDA Team Award 2023, 2022, 2021, 2020 and 2019
Million Dollar Round Table 2020 and 2019
Associate Specialist in Estate Planning (ASEP®)
Institute of Banking and Finance Qualified (IBF Qualified)
Associate Financial Consultant (AFC)
Diploma in Personal Financial Planning (DPFP)
Bachelor of Arts in Management and Hospitality Management
TESTIMONIALS
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