GEN FINANCIAL ADVISORY
“The tools may change, but the principles of good financial planning rarely do”
LOIS CHUA
Executive Financial Services Consultant | ChFC | MDRT
RNF No. CSL200165700
B.Business (Actuarial Science), NTU
About Lois Chua
Early in my career, much of my work involved identifying gaps in clients’ financial plans and recommending suitable solutions. Today, the financial landscape has changed.
Financial information is everywhere. Online calculators, social media and AI have made financial knowledge more accessible than ever before. Yet with so much information available, many people feel more overwhelmed than empowered.
The tools may change, but the principles of good financial planning rarely do.
Today, my role is to help professionals and families cut through the noise, simplify complex financial concepts, and understand what is truly relevant to their own circumstances—so they can make financial decisions with greater clarity and confidence.
I specialise in helping professionals and families prepare for two of life’s biggest financial uncertainties: Loss of Health and Retirement.
A loss of health can affect not only your well-being, but also a family’s financial security. Likewise, retirement is not simply about accumulating wealth—it is about creating sustainable lifetime income that allows you to enjoy the fruits of your labour with confidence and peace of mind.
What I Enjoy Most About Being a Financial Planner
One of the greatest rewards of this profession is seeing my client’s long-term plans become reality.
When many of my clients first started planning with me 20 years ago, retirement felt like a distant goal. Today, some are beginning to receive the retirement income they spent years building!!
Seeing that happen is incredibly rewarding. It brings me great joy to know that the discipline and patience they made over the years are finally paying off.
One Piece of Financial Advice
Start early. Save regularly. Stay committed.
Building wealth is not about earning the highest income. It is about developing good financial habits, staying consistent, and giving Time the opportunity to work in your favour.
Testimonials
“Lois understands what we want and does her best to help us achieve our retirement goals without being pushy.”
“Thank you so much for your assistance all these years on my financial planning journey,. Really good to have you around!”
“Lois, my reliable financial planner who I know I can count on for my family’s insurance and financial planning. Thank you for this wonderful 17 years of friendship! Wishing you and GEN another wonderful year ahead! Happy holidays to all! :)”
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