ALAN CHONG

Financial Services Manager
GEN GROUP
RNF No. CJS200166139

EDUCATION AND QUALIFICATION:

B.Eng (Hons), AFC

SCHEDULE APPOINTMENT WITH ME:

https://www.gen.com.sg/
October 2018
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SOMETHING ABOUT ME…

I graduated from NTU in 2007 and entered the world of financial planning almost straightaway. Through the years, my guiding mantra has been to be the ‘BEST’ financial planner. ‘BEST’ here does not mean being number one. There is no endgame in chasing the top spot, but there is fulfilment and lasting satisfaction in knowing that I have been genuine in helping people. Here’s my ‘BEST’:

“B” – Belief: I strongly believe in proper financial planning to help people. This is my guiding principal in setting a professional standard in all the work I do.

“E” – Enthusiasm: Enthusiasm in my work keeps me on track; enthusiasm in my interactions with people means I take a genuine interest in their lives.

“S” – Service: This includes proper financial planning and advice, and also follow ups and reviews. I’ve designed my business to offer a one-stop service for all aspects of financial planning, from life insurance to home loans, general and commercial insurance. That said, the most important service I offer is to be that person you rely on in the event of a claim.

“T” – Trust: Trust is not given, it is earned. I act in your best interest and always work with a clear conscience.

WHAT I LIKE MOST ABOUT BEING A FINANCIAL PLANNER IS…

Forging real connections with people and making a meaningful impact in their lives.

IF I CAN ONLY GIVE ONE PIECE OF FINANCIAL ADVICE, IT IS

It’s good to enjoy the moment but don’t just live in the now. Plan for the future – it deserves your attention too!

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GEN BUILDING TRANSFERABLE WEALTH GUIDE:

If you would like to find out more about our Financial Planning Philosophy, we would gladly provide you with a copy of our Building Transferable Wealth Guide. Fill up the form and we will get back to you shortly.

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