• Hi, I'm Chew Hock Beng.

    1. I'm a financial planner, trainer and coach.
    2. Find out what I can be of service to you.
    3. Catch me in action during my workshop where I will share with you my know-how and my passion.
    4. Subscribe to my mailing lists so that I can keep you posted of the things I do & resources which I have created for my clientele, for my team of financial consultants & for my family.

  • Chew Hock Beng

    Building Financial Home is always been my greatest pleasure!

     

    Passion | Commitment | Experience | Education

    Passion : Build Financial Home

    Hock Beng enjoys to assist families in identifying their stewardship responsibility to enhance True Wealth Management by formulating unique systems, strategies and structure for their family and to secure financial empowerment with ongoing accountability to enrich quality of life without giving up choice and control. The True Wealth Concept is principally built upon on Clarity, Balanced, Focus & Confidence. Seek True Wealth on creating human capital to acquire intellectual property so as to own financial assets and to uphold family values & cultures. Understand assets to OptimiŹe Assèts!

    Besides giving on-going financial advice to his clientele, Hock Beng is highly committed in searching for aspiring talented individuals to join the independent financial advisory services industry, and provides personalised coaching to a team of iFA Reps to empower them to create a meaningful impact to the society, earn a decent income for their loved ones and gain personal financial independence in their near future.

    Commitment : Stewardship Identification

    Build and own your dynamic independent financial advisory services practice with Chew Hock Beng in 7 aspiring ways.

    1. To engage caring individuals to create positive social impact to the society.
    2. To adopt "OptimiŹe Assèts" to provide financial literacy to the general public.
    3. To source for talents to serve the ever-changing independent financial advisory services industry.
    4. To select appropriate outstanding aspirants to enrich their independent financial advisory services practice.
    5. To train and raise the service competence of iFA Reps.
    6. To coach and provide value-added proposition in serving the clientele base.
    7. To mentor value-driven aspiring financial managers to acquire practice group ownership.

    In short, his principal role is to Recruit, Select, Train, Coach and Mentor Financial Consultants & Financial Managers.

    Experience : Bespoke Financial Planning

    Through his years of financial services advisory, Hock Beng has achieved many accolades and have served in the industry professional bodies. He is a strong advocates in public financial literacy. Currently, he is appointed as a Financial Advisory Director with one of the biggest independent Financial Adviser Representatives (iFA) in Singapore.

     

    The following roles and responsibilities, though not exhaustive, but are an exclusive lists of his commitment during his years serving in the industry.

    • Conceptualised 7Diamond money mind concept.
    • 7Mgt, management concept on financial consultants management. 
    • An mobile application created and designed for the purpose to connect people in our network who want success in life.  
    • Promoting Islamic Wealth Financial Advisory through one of his team of Certified Islamic Wealth Advisers. 
    • Conceptualised the Private Wealth Solution towards holistic planning.
    • Formularised the concept of 7CAPITAL.
    • Designed and apply the True Wealth Concept based on adhering life values. 
    • Establish the 5-steps "HEARD" Financial Planning process.
    • Adopt the "DOME" management concept.
    • Formulated 7ups based on ice-berg theory to established management structure.  
    • Engage social media for infotainment purposes to the general public.
    • Establish the team of iFA Reps @ 7CAPITAList @ Financial Alliance
    • Uphold the "CBFC" value proposition in serving our clientele.
    • Published an iBook on "OptimiŹe Assèts" internally exclusively for 7CAPITAList iFA Reps.
    • Provide spreadsheet FNA resources to illustrate and explain financial concepts to clientele.
    • Formulated the "MAPpED" in navigating your financial future with FA. 
    • Established fee-advisory practice.
    • Designed the "4FA" approach in clientele acquisition.
    • Provide on-going training and coaching to fellow financial consultants.
    • Conducting financial literacy workshops/talks to the general public.   
    • And many more to come .... (subscribe to our mailing lists to be updated)

    Education : Lifelong Learning

    While building his financial services advisory practice, Hock Beng also kept up with his learning profession. As an avid believer in financial literacy, he has served in the Committee of Education and Training of Insurance Financial Practitioners Association of Singapore (IFPAS). Currently, he is serving in the examination board of Financial Planning Association of Singapore (FPAS). In addition, he has contributed articles at iFast Insight and Financial Alliance's Wealth Journal. He has spoken at various corporations and societies, and on radio (Breakfast Club 93.8 Live) on the topic on Supplemental Retirement Scheme (SRS) and fee advisory financial planning model and many financial planning related topics.

     

    Passion with training, Hock Beng volunteers as one of his current company in-house trainers who conducts the Foundation of Finanical Planning in the Financial Consultant Program (FCP) (Currently known as the FAR Orientation Program) for new consultants. In addition, Hock Beng had taught in Chartered Family Office Specialist (CFOS) & Chartered Financial Consultant (ChFC/Singapore) modules, Risk Management Concept & Practical Applications with the Financial Calculator. His consistent learning upkeeps his expertise in his field of financial services advisory to serve diligently to his clientele base and being an on-going resource to his team of financial consultants, though not exhaustive, as evidently listed his commitments and educations illustrated below.

    • Bachelor of Electrical & Electronics Engineering
    • Diploma in Life Insurance
    • Diploma in General Insurance
    • Chartered Financial Consultant, ChFC/s
    • Chartered Life Underwriter, CLU/s
    • Certified Financial Planner, CFP
    • Chartered Family Office Specialist, CFOS
    • Certified Islamic Wealth Adviser
    • Fellow Chartered Financial Practitioner, FChFP
    • Registered Financial Consultant, RFC
    • Life Underwriter Training Council Fellow, LUTCF
    • Financial Services Specialist, FSS
    • Advanced Certified Behavioural Coach, ACBC
    • Certified Behavioural Consultant, CBC
    • Certified Insurance Professional (CIP) Membership Of The Australian And New Zealand Institute Of Insurance And Finance, ANZIIF (Assoc) CIP
    • Fellow Member of Insurance & Financial Practitioners Association of Singapore, FIFP (S’pore)
    • Singapore Accredited Mortgage Planner, SAMP
    • Million Dollar Round Table, 2005 - 2007
    • Financial Alliance Quality Class, 2012 -2015
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