CHAN TENG KAI IAN

KHOO YIXUN-KHOO YONG GUAN ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

I became a financial consultant in 2022 during my university days. After trying my hand at financial planning for my parents to gauge their retirement readiness, I found myself enjoying the process thoroughly and also discovered the gap between what people ought to know about financial planning and what they currently know.

Since then, I have helped students, young professionals and parents around me bridge the gap between where they are and where they want to be. I also developed a flagship asset planning framework, that allows people of all age groups to reach financial freedom 5-10 years earlier than expected through my professional asset allocation process.

Accolades

7th Runner-up, Top Financial Consultant 2022

AIA FA Prestige Club (Diamond) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

AIA Centurion Club 2023

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023

Million Dollar Round Table 2024 and 2023

TESTIMONIALS

Alvin Khoo

The previous financial consultants (FCs) I spoke to were very pushy and always tried to hardsell me in the first meeting and so I became very wary of speaking to any FCs. However, after meeting Ian I decided to hear him out, and was happy that Ian didn’t sell me anything in the first session, and truly just wanted to understand my situation and get me towards my financial goals, and am very happy to be working with Ian for my retirement planning and setting up a university fund for my daughter.

Eddie Kum

I felt that Ian is very clear, honest, and upfront with everything and can get the vibe that he’s truly here to help you achieve all your financial goals 9/10.

Allyson Choi

Ian is new but genuine in his financial planning, feel free to challenge him with questions, ian is also relatable and his thought process is very logical 8/10.

Meng Yee

Ian is very insightful about his explanations although I already had prior investing experience and also made me reconsider my investment strategies 9/10.

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

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For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

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