ABOUT
My name is Klause Chan, you can called me 'KC'. Specialist in financial planning for more than 6 years with servicing more than 100 family, providing customised financial planning to meet your financial goal and obligation.
Product&Services
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Investment
From short, medium and long term investment available depeding on choise of risk.
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Insurance
Medical card, family income protection, critical Illness care, Mortgage cancellation Planning.
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Retirement
A comfortable retirement starts with allocated part of income sources.
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Child Education
Works out likely the costs of your chil's tertiary education with aware on inflation.
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Legacy
Set up an trust & will to prevent asset freezing from legal process and will by pass all debts and liability, gifting your wishes to loved's family.
KEY ACHIEVEMENTS
Crown Leo Award
Supremacy Experience Summit
Supremacy Experience Summit
Supremacy Summit Beijing
Supremacy Summit GuangZhou
Supremacy Summit Shanghai
Wealth Planner
Wealth Planner
