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Achieve Your Dream Retirement

Break free from financial stress with our proven, personalised retirement coaching.

The helplessness of not having sufficient retirement income can feel like a never-ending nightmare.

Does this feel familiar?

Do you experience stress and concern about insufficient retirement income? Are you worried that this might compromise your quality of life in retirement, making it difficult to afford essential expenses like healthcare and enjoy activities? Do you fear that the lack of financial freedom could limit your choices and leave you feeling constrained? It is challenging to feel secure and at ease when retirement income is inadequate.

If so…

You are not alone. 

I understand the uncertainty that can arise from not knowing how to plan for retirement, but with our proven strategies and coaching, you can increase your chances of achieving a financially secure and comfortable retirement.

Secure your future and achieve a financially blissful and comfortable retirement with our expert guidance.

I’m Adrian Chen, an Independent Financial Planner in Singapore.

I understand the struggles and frustrations that come with trying to plan for a financially secure retirement. I’ve been there myself and I can genuinely understand the apprehensions and worries that arise when it comes to preparing for a financially secure retirement. But I also know that with the right expertise and support, it is possible to set you on the path towards a worry-free retirement. 

Having coached individuals in similar situations, I understand the challenges and concerns you may have about planning for a financially secure retirement. With my expertise and guidance, I can help you achieve your goal of worry-free retirement by crafting a tailored plan that can address your unique needs and aspirations. 

I can’t wait to help you too.

Adrian chen - Financial Planner in Singapore that specialises in pre-existing medical conditions

What my clients can expect from me.

Stress Reduction

Assist you in reducing your financial stress and gaining peace of mind by developing comprehensive retirement plans that address your specific needs and goals, allowing you to enjoy your retirement years without constant worry about finances.

Enhanced Quality of Life

Help you improve your overall quality of life in retirement by aligning your financial goals with your personal values and aspirations, enabling you to pursue activities, hobbies, and experiences that bring you joy and fulfilment.

Retirement Income Optimisation

Efficient Income Generation – Devise strategies to optimise retirement income by considering various sources such as CPF, savings, investments, and annuities, ensuring a steady cash flow throughout your retirement.

Leave the heavy lifting to me…

Empowering Your Retirement Journey:

Step 1: Schedule a Free Consultation

Set up a free consultation with me to discuss your goals, financial situation and your retirement aspirations.

Step 2: Analysis and Customised Plan Development

I will analyse your financial assets, debts, savings, and investments to create a personalised retirement plan.

Step 3: Devising a Retirement Plan

I will present and explain the retirement plan, including investment strategies and recommended actions.

Don’t take my word for it — hear directly from some of my recent clients.​

5/5

"Professional"

Adrian's one of the most patient and trustworthy advisors I’ve met so far. With his vast experience and exposure, I’m sure he’ll be able to help many others. He always tries his best to help, and his professionalism is there for all to see.
Chantal Khoo
5/5

"Knowledgeable"

Adrian is extremely knowledgeable and familiar with different policy types and plans and was able to explain clearly and respond to my queries well. Most importantly, he demonstrated sincerity and care for his client that I know it's in my best interest.
Shirley Sim
5/5

"Not Pushy"

Good product comparison and articulates his points well. Even my mum, who is a layman, trusts him with his recommendations. His warmth and helpful character are the reason that I entrust my family’s financial planning to him.
Janice Ang

What's included?

Dedicated Experienced Advisor

Receive personal and expert guidance every step of the way. Rely on having peace of mind knowing that you’re in good hands.

Well-Structured Retirement Income Plan

Creating a sustainable stream of income during retirement ensures your living expenses are covered, allowing you to enjoy a desired lifestyle.

Comprehensive Financial Analysis

Thoroughly evaluating your current financial situation empowers you to make informed decisions and take necessary actions to improve your financial health.

Strategic Investment Planning

By strategically allocating assets and managing risk, we aim to maximise returns and create a well-diversified portfolio, enhancing your financial security throughout retirement.

Goal-Setting and Prioritization

Collaboratively setting clear retirement goals and priorities gives you purpose and direction, leading to well-informed decisions and resource allocation.

Ongoing Monitoring and Adjustments

Regularly monitoring and adjusting your retirement plan ensures it remains effective and optimised for your evolving financial situation, giving you confidence that your plan stays on track.

To get all this and more…

Will this work for me?

I’ve helped many others jumpstart their retirement planning, and I’m confident I can do the same for you. Through our in-depth consultations, we will analyse your unique financial situation and individual goals, and craft a personalised retirement plan that works specifically for you. My expertise will guide you through the complexities of retirement planning, ensuring you have a solid foundation in place to support your dreams and aspirations. With my personalised approach, I aim to make the process stress-free and straightforward, so you can confidently embrace the next chapter of your life.