At the pinnacle of my career in the hospitality industry, I made a daring leap. Despite being staunchly anti-insurance, I transitioned from managing a prestigious 5-star hotel to pioneering financial consulting. Today, I lead a dynamic team of driven individuals within the organization.

A Trailblazer in Financial Consulting
Over the past eight years, my dedication has garnered prestigious accolades including the Top of the Table Award (TOT), International Dragon Awards (IDA), and a consistent membership in the esteemed Million Dollar Round Table. Notably, I was instrumental in achieving Singapore’s historic 100 IDA Team Award from 2019 to 2023, while also holding the top spot in case counts within the organization.

People First Philosophy
Having honed my service skills during seven years in the hotel industry, I understand the significance of personalized care in this people-centric realm. My approach is simple: exceed expectations, go the extra mile, and build relationships rooted in trust. It’s not just about selling a product; it’s about connecting with individuals on a deeper level.

Setting Ambitious Goals
As a financial consultant, my mission extends far beyond financial gains. I aim to positively impact at least 100 lives annually by crafting comprehensive financial portfolios for my clients. Looking ahead, I aspire to provide sound financial planning for 1,000 families while guiding a team of 50 successful associates towards a shared vision of empowerment.

Client-Centric Success
My fundamental belief is that when you prioritize people, prosperity follows. By consistently putting my clients’ needs first, I’ve cultivated enduring relationships built on trust and mutual understanding. These bonds form the bedrock of my success.

From Humble Beginnings to Boundless Achievements
Hailing from a modest background with a father who was a fisherman, I’ve embraced every challenge as an opportunity for growth. Through relentless determination and unwavering support from AIA, Advisors Alliance Group, family, friends, and clients, I’ve transcended
barriers and achieved remarkable milestones.

Dream, Believe, Achieve
Together, let’s uphold the spirit of faith, dream, belief, and action. Each day presents a chance to transform aspirations into reality, and I’m committed to making every moment count.


5th Runner-up, Top Director 2023

9th Runner-up, Top Director 2022

AIA FA Pinnacle Club (Gold Unit) 2024

AIA Centurion Club 2024, 2023, 2022 and 2021

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2024

AIA FA Pinnacle Club (Unit) 2023, 2022 and 2021

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022

AIA FA Prestige Club (Platinum) 2020

Top Of The Table 2024

International Dragon Award – Silver Dragon Award (Agent Category) 2024, 2022 and 2021

Court of the Table 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2020 and 2019

100 IDA Team Award 2023, 2022, 2021, 2020 and 2019

Million Dollar Round Table 2020 and 2019

Associate Specialist in Estate Planning (ASEP®)

Institute of Banking and Finance Qualified (IBF Qualified)

Associate Financial Consultant (AFC)

Diploma in Personal Financial Planning (DPFP)

Bachelor of Arts in Management and Hospitality Management


Victoria Ngian - Ex Director of Rooms - Resorts World Sentosa

Lucas Chan, is a truly exceptional wealth advisor who has consistently demonstrated unwavering commitment and dedication to his clients’ financial well-being. Having worked closely with Lucas, I can confidently attest to his outstanding expertise and tireless work ethic. Lucas is not just an insurance agent; he is a beacon of excellence in the industry. His passion for helping others secure their financial futures is palpable in every interaction. Whether guiding clients through complex insurance policies or offering sound financial advice, Lucas approaches each task with unparalleled dedication and integrity.

One of the most remarkable aspects of Lucas’s career is his exceptional track record of success. Having achieved the prestigious Top of the Table Award which is equivalent to 6 times of MDRT in a year speaks volumes about Lucas’s unmatched professionalism and commitment to excellence. This remarkable accomplishment is a testament to his relentless pursuit of excellence, and his unwavering dedication to exceeding clients’ expectations. Beyond his impressive accolades, his genuine care and concern for his client’s well-being set Lucas apart. He takes the time to understand each individual’s unique circumstances and tailor solutions that align with their needs and goals. His personalized approach, combined with his wealth of knowledge and expertise, ensures that clients receive the highest level of service and support every step of the way.

In conclusion, I wholeheartedly recommend Lucas Chan to anyone seeking a trusted partner in navigating the complexities of insurance and financial planning. His commitment, dedication, and proven track record of success make him a true asset to anyone looking to confidently secure their financial future.


Lucas has a way of simplifying the seemingly confusing concepts of financial planning and insurance into clear and easy-to-digest portions. This understanding is important, in knowing what you are paying for, and he welcomes questions. He is also transparent in sharing his considerations for planning policies. Not the most expensive, or the most comprehensive, but the best fit and suitability based on the individual’s circumstances. What sets him apart from many other agents is the place where his heart is at, the right place, to genuinely help.


I have been a client of Lucas for several years now, and I have to say, Lucas is the most responsible & professional agent that I have ever dealt with. I would HIGHLY recommend Lucas to anyone I know. I’ve purchased a few products from him over the years and I have always felt confident that I was making a wise investment. Admittedly, I don’t know much about insurance or investments, but Lucas has always taken the time to educate me and inform me about updates on products that I have purchased. Lucas is extremely accommodating and hardworking. If I should ever have any questions, Lucas will always be there. If he cannot give me an answer right away, he will always get back with the information as soon as possible. It is obvious that he is not out to make an easy dollar, and he always has his clients’ best interests in mind. Thank you, Lucas, for making my investment & insurance buying experience a stress-free one.


他不是我接触的第一个财务顾问,却是让我能够信任的那一个。他会把最新的消息传达给我,会介绍我最适合和最需要的保险。 因为是他,所以相信。


Lucas is exceptional in his performance, both as an advisor to his clients, as well as a leader to his team. Within the first 3 years of his career with us, his strong dedication and unwavering drive for his work were recognised with multiple awards, both local and overseas. He has also since been invited onto international platforms, such as IDA, as an honoured speaker to inspire fellow practitioners in Asia. As his Executive Director and a colleague, I have full confidence that he will continue to make his mark in the financial services industry, and groom many more successful financial consultants and leaders in the years to come.


Lucas is a great person with great character. He is very trustworthy and always provides excellent service to his client. Lucas has made the process of insurance handling as easy as possible. He never fails to provide us with a comprehensive and detailed financial planning solution that fits our needs. The experience is something that we’ve never had before. I am concerned more about after-sales service and Lucas goes above and beyond when we needed his help. He assisted us to settle all the claims in the quickest manner. His after-sales services well exceeded our expectations. I would recommend Lucas to any of my friends or family.

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