Simon Chan

ABOUT ME

I joined the financial advisory initially with the intention to test myself and try something different. However, over the years I found great meaning in walking the financial journey with those who engage my services. Seeing that I can provide some value to them is the most fulfilling aspect of what I do. I believe wealth is a flow and one’s perspective of it changes over time. Therefore I truly believe only by taking a holistic “from womb to tomb” view of wealth can I provide the most meaningful advice. Thus I strive to build a long and fulfilling relationship with my clients. To ensure my services is of value, I am qualified as a Certified Financial Planner and I’m also a practising member of the Society of Trust and Estate Practitioners (STEP). On a personal note, I love movies and a lifelong fan of Liverpool FC. I also like a good book that can give me food for thoughts.