Our Team
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Senior Partner
FCLP, CLPM, ChLP, FChFP, RFP,
Million Dollar Round Table member
B. Sc ( Hons ) Computer Science |
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| Ian Chia has strong belief in family, community, and total financial planning. He has a wealth of experience, having spent more than 20 years in the Financial Services Industry and leading many team members to achieve Global recognition Million Dollar Round Table. |
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| Ian Chia specializes in providing holistic financial advice focused on achieving his clients' financial goals and dreams. He provides advice in the area of investment, wealth creation, wealth preservation, personal insurance, and retirement planning for a wide range of clientele. |
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Partner
CFP,CMRSL
Million Dollar Round Table member
B. Sc Industrial Mathematic |
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| With more than 10 years of experience in Financial Services Industry, June Lee has a breadth of knowledge to help her clients make the right financial choices suitable to their circumstances. She specializes in investments, wealth management, direct equities, wealth protection, personal insurance, and retirement planning. |
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| With past experience from premier banking, June understand High Net Worth individuals & family financial need. Specializing in create unique value proposition to High Net Worth individual, June helps many family & Business to preserve & grow their wealth. |
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