My Family is My Greatest

Source of Motivation

Daniel Chang

Daniel solo9Feb207

Daniel Chang

Senior Director, Financial Services

CWM200086415

Backstory

Beginning his career in 1993 as an engineer, Daniel’s work ethics saw him promoted successively to a senior position in a few short years. His constant quest for growth and spirit of enterprise then led him to the financial services industry in 1999 as a Life Planner for Great Eastern (GE).

His deep desire to make a positive impact in the lives of people and dedication to providing first-class advice & service are his distinctive. His growing clientele of business owners, professionals & executives testifies of his professionalism. Daniel has also earned a place among the top financial services practitioners in the world every year*.

As a life-long learner himself, he has been awarded the Certified Financial Planner & Fellow Chartered Financial Practitioner designations to name a few. Daniel is currently also a Senior Director of Financial Services leading a growing team of practitioners with Great Eastern Financial Advisers (GEFA).

Daniel considers his family as his greatest source of inspiration. His devotion to his wife Lee, son Jonathan and daughter Faith and their constant support has spurred him on to greater heights. He believes in modeling in his own life first what he would recommend to others in planning.

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Achievements

22-year MDRT member with 11-COT & IDA member

Million Dollar Round Table A prestige award for the top financial practitioners in the world. A Career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.

Court of the Table A club in the MDRT which distinguish themselves within the industry through their superior performance by producing at a level three times that of MDRT requirement.

International Dragon Award promotes the pursuit of a high-quality life, professionalism, upholding of moral integrity, establishment of professional practices to preserve dignity in the career and industry, and creating the best environment for the practice of the life insurance business.

Professional Qualifications

CFP® (Certified Financial Planner)
FChFP (Fellow Chartered Financial Practitioner)
AEPP ® (Associate Estate Planning Practitioner)
PEP (Professional Estate Planner)
FICS – met all the strict assessment standards and certified competent under the prestigious FICS issued by Institute of Banking (IBF) in 2008

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How can I help you

Services

Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.

Protect

Personal Finance Advisory Service

All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.

Build

Personal Finance Advisory Service

We also give our client a piece of mind, by ensuring that their dependants are taken care of, in the event of their demise. Our financial consultants are trained in Estate planning and are able to provide professional advice and plan for proper transfer of assets through Wills & Trust. We structure Universal Life policy to enhance retirement and create a meaningful legacy.

Transfer

Personal Finance Advisory Service

Business succession is a vital, yet often overlooked part of a long-term business strategy.

We understand the significance of a good business succession plan to protect your business when unexpected tragedies impact your key executives. This ensures the uninterrupted flow of business with cash compensation and the certainty that your business will survive with its key employees.

Business Succession

Business Advisory Service

Hiring and retaining talent are keys to any organisation's success.

An organisation that genuinely cares for its employees is one that will be appreciated by their talent, as employees know their well-being is being taken care of by their employer.

Attract and retain dedicated talent to your company with employee benefits and see your company's existing talent nurture and grow within your organisation.

Employee Benefits

Business Advisory Service

Business security plays a critical role in ensuring uninterrupted and smooth operations. However, even with extreme cautiousness, that is still insufficient. You need to foresee and implement strategies to mitigate the potential damages and/or losses caused by unforeseen circumstances.

Commercial Business Insurance

Business Advisory Service

To Make a Positive Impact

in the Lives of People

Daniel Chang

Daniel is a unique, one-of-a-kind financial consultant - standing head and shoulders over any financial consultant in the market.

September 22, 2022

For me, his core strength lies in the detailed documents which he produces annually to update me on my insurance and financial portfolio. These documents give a complete view of my portfolio, year-on-year, in an easy-to-comprehend format. This means at a glance; I know exactly where I stand in terms of my health and insurance protection as well as my wealth and retirement planning. I call these documents my retirement bible. I use these documents all the time to reference and evaluate the status of my health and wealth portfolio. Because of them, I am able to sleep soundly at night.

Our financial and protection needs will change from time to time as we enter different stages of our lives. Daniel always takes time and special care to listen to my evolving needs over the years and without fail, comes up with sound recommendations. I trust his product recommendations because he backs up his recommendations with statistics and numbers, which cannot lie, and guides me on the “real” numbers to look at, that reflect a realistic rate of return on the investment, be it an insurance product or investment-linked product.

I also very much appreciate his prudent approach to wealth management. Understanding that I am now in my retirement phase in life, Daniel has always been careful that my investment decisions do not over-extend beyond my means. This demonstrates a genuine and sincere human being who truly cares about his client’s needs and not just out to make a sale. When he shows that he sometimes also had adopted the same product for his own portfolio, I know that he has thoroughly analysed the product for its protection and/ or investment value, plus he can clearly explain how it fit into my overall portfolio, tailored to my specific needs.

Another strength of Daniel is that he is very responsive and that has not changed over the years. Oftentimes, I have various queries whether updates to my portfolio, new financial products I hear about in the market etc, Daniel has always responded swiftly, with clear explanations of statistics and numbers. When my late father passed away, Daniel was not only quick to help with the insurance process, he and Lee also showed us much empathy and kindness during a very difficult time. When my mother’s health situation changed, Daniel was also fast in acting and forthcoming with details.

Daniel is a truly trusted consultant for me and my family’s insurance and financial needs. I hold him in high regard and have unreservedly recommended him to many of my friends.

Not only has Daniel demonstrated unparalleled skills in health and wealth advisory in terms of product knowledge, ability to research and compare competing products, highlight key statistics that really matter when evaluating investments, what makes Daniel stand out is his character. Genuine, sincerity, integrity, steadfastness, consistency, empathy and generosity are some of his best attributes and his commitment to me, as his client, grew stronger over time.

Janice Wong

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