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Financial Advice for Singapore Families and Businesses.
Investment | Insurance | Islamic | Legacy
| Business Continuity | Mortgage
Jack Chan, RNF: CQ-300105785, representing SYNERGY
Recognition & Press
Our commitment to excellence is reflected in the accolades and media features we've received, affirming our position as a trusted leader in Financial Advisory for Singaporean families and businesses.
Principled by Design. Trusted by Clients. Empowering Communities.
“Clarity today creates confidence tomorrow.”

Credentials:
  • MDRT Qualifier
  • Master Fund Advisor
  • IBF Advanced (Level 2)
  • Associate Wealth Planner ᶜᴹ
  • Certified Enneagram Coach
  • Estate & Succession Practitioner
  • Associate Estate Planning Practitioner®
Who We Help
At JackChanFinance, we offer tailored financial solutions across Singapore, ensuring your financial goals align with your unique circumstances.
Families & Individuals
We help navigate probate avoidance strategies while ensuring sufficient liquidity for your loved ones. Our family-focused planning creates protection that evolves with your life stages.
Executives & Expats
We develop sophisticated portfolio strategies optimised for Singapore's tax environment, with currency-aware investment approaches that complement your executive compensation packages.
Business Owners
Our succession and continuity plans safeguard what you've built. We implement strategies that protect your business interests while creating wealth transfer mechanisms that align with your vision.
Family Offices
We structure intergenerational wealth strategies, combining estate planning, trusts, and global investment oversight. Our solutions preserve assets, manage risks, and coordinate across advisors to sustain family legacies.
Objective by Design. Options by Choice. Confidence for Life.
As a MAS-regulated Financial Adviser, we are not tied to any single provider. Representing a wide network of insurers, fund houses, and estate planning partners — including but not limited to SYNERGY — we offer the flexibility to choose solutions that truly fit your goals. Independence means every recommendation is shaped by variety and client-first objectivity, not product quotas.

Visit https://synergy.com.sg/providers to see our List of Provider Partners
Disclaimer: This list excludes the investment bank partners with whom we hold close working relationships.
Latest happenings and insights
Stay informed with our analysis of Singapore's evolving financial landscape. Our insights help you navigate regulatory changes, market developments, and planning opportunities.
1
Financial Planning for HNWIs
High-Net-Worth Individuals need specialized expertise and solutions for their complex financial planning needs.
2
Debunking Insurance Myths
Common insurance misconceptions can lead to decisions misaligned with your actual financial situation.
3
Digital Age Estate Planning
Prepare for life's unexpected events by proactively steering your future, especially in the digital age.
Regulatory Disclosures and Disclaimers
General Advice Disclaimer
The information provided is for general purposes only and does not constitute financial, insurance, investment, legal, or tax advice from Synergy Financial Advisers Ltd (“SYNERGY”). It does not take into account any investor’s objectives, financial situation, or needs, and should not be relied upon as a basis for decision-making. For full details, please review the official SYNERGY disclaimer here
Disclaimer for Representatives
This website and social media accounts are maintained by Jack Chan, a licensed representative of Synergy Financial Advisers Ltd (“SYNERGY”). The views and content expressed are solely my own and do not represent the official views, advice, or communications of SYNERGY. Information provided is for general purposes only and should not be relied upon as financial advice. For full details, please review the official SYNERGY disclaimer here
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