A firm believer that financial freedom is for everyone and a thousand mile journey begins with the first step. I'm an avid learner and process driven individual who's served in the Finance Industry for more than a decade since 2006 and currently a Million Dollar Round Table Mentor to aspirants in the Financial Services Industry. What we do on a daily basis is to help individuals and families save thousands of dollars yearly by improving their Financial Portfolios; Be it Investments, Legacy Planning or Wealth Protection, I believe that making Finance matters easy to understand and implement is key. The many testimonials from appreciative clients, businesses and friends over the years as well as the Awards received from within the industry continue to encourage me to deliver better to those that engage me and my team.

Winnie Chan is known to be competent in her work and has an optimistic outlook in life. Being a Certified Financial Planner with more than 10 years experience in financial advisory services, she has helped numerous people to achieve their financial dreams. She is also an Associate Estate Planner, with expertise in Estate Planning to prevent family disputes. She is currently working with one of the largest independent financial advisory companies in Singapore, which provides her with the platform to serve in her clients' interest. As part of her community outreach program, she has conducted several successful talks at various companies, including National Kidney Foundation, Singapore National Eye Centre and Singtel. The talks were well received and the staff had benefitted from the sessions. Despite her busy schedule, she enjoys playing the piano and going to the gym regularly.