CO WEALTH ADVISORY
Ivan Chai
CREDENTIALS
Financial Service Consultant
ABOUT ME
As a financial advisor specializing in Investment Management, Retirement Planning, and General Insurance, my approach is rooted in transparency and integrity. I ensure that every client receives personalized solutions tailored to their unique financial goals. My mission is to empower individuals to make informed decisions, paving the way for a secure and prosperous future. I am dedicated to providing high-quality advice and building long-term strategic partnerships. Through a client-focused approach, I strive to help my clients achieve lasting prosperity and financial security.
Dedicated Financial Advisor
As a business owner, managing my finances can be overwhelming. Ivan not only helped me sort out my personal financial situation but also provided valuable insights on how to make my business more financially sustainable. I feel so much more at ease knowing I have a trusted advisor by my side.
Elim Deng, 28, Small Business Owner
CPF Specialist
After retiring from my long career at the ICA, I realized I had neglected my personal financial planning for far too long. I met [Your Name], and he took the time to understand my unique needs. Together, we crafted a retirement plan that not only secures my future but also allows me to enjoy my later years without financial stress. His professional yet personal approach made all the difference. Now, I can focus on my family and hobbies, knowing my finances are in good hands. I highly recommend him to anyone looking to plan for their retirement, no matter their stage in life.
Mike Mahendran, 65, ICA Officer (Retired)
Approachable and Knowledgable
Ivan has been instrumental in ensuring my retirement funds are well-managed. His advice on annuities and healthcare planning has given me great peace of mind
Shu Yong, 57, Retired Engineer
Trustworthy Financial Advisor
I was so worried that I couldn't retire and I have to work till I cant. That's where I met Ivan, He has showed and helped me plan for my retirement income through CPF. I did not think Retirement planning was so important until then. He is patient in explaining to me step by step along the way.
Sharon, 55, Civil Servant
Helpful and Friendly
Ivan has helped me reassess my needs accordingly and restructured my portfolio. He is very quick with his response and is always there when I needed help with Insurance needs.
Naomi Lai, 28, Nurse
Family Planning for Newly Weds
Ivan has helped me and my wife set up our financial goals for our future, including family financial planning and even educational planning. With a little one on the way, I am sure finance is not an issue.
Lin WenZhong, 28, Newly married
Money CAN buy Time!!
I was so busy with my work and do not have time for my financial planning. Ivan has helped me plan for not only my finances, but also my Investments, Retirement, and even my saving goals. He is patient and always there to assist me.
Emily, 30, Psychologist
Known him for many years
I have known Ivan for many years and even worked with him during our Poly years. He does things one step at a time and tackles the problem head on. After knowing that he joined this industry, I have asked him to assist me with my Insurance portfolio.
Belle, 28, Marketing Executive
Financial Freedom for a Life of Adventure
As a freelancer, my income isn’t always stable, and I love traveling, so financial security is crucial. Ivan helped me set up a flexible savings and investment plan that grows my wealth while ensuring I have the right insurance coverage. Now, I can travel freely without worrying about unexpected expenses or gaps in my finances. His advice was practical and tailored to my lifestyle!
Elaine, 33, Freelance tutor
Retiring with Confidence
With retirement just around the corner, I wanted to ensure my investments were working efficiently for me. I had already bought several investment plans over the years, but I wasn’t sure if they aligned with my retirement goals. Ivan carefully reviewed my portfolio, optimized my strategy, and helped me structure a plan that gives me financial security and peace of mind. Now, I feel confident about retiring soon, knowing my finances are in good hands!
Soo Lan, 54, Admin Assistant
Smart Planning for a Stronger finance
I reached out to Ivan after a friend’s recommendation, and I’m so glad I did! As an avid fitness enthusiast and a Virgin Active member, I never realized I could save thousands of dollars on gym fees just by signing up for a simple plan. Ivan’s expertise helped me maximize my benefits while keeping my finances in check. Now I can focus on my workouts without worrying about unnecessary expenses.
Cornie Lee, 47, Home Maker