As an undergraduate, I always wanted a dynamic career that would challenge and reward me proportionately based on my efforts. Upon looking at my grades, I saw that the modules that I scored well in were modules that required a lot of presentations and analysis of situations. As such, I started to look for sales-related positions and chanced upon AAG. After understanding the kind of impact I could have on the community around me, I was sold. This business has treated me, an engineering graduate, well and is proof that the willingness to learn outweighs our education discipline. It’s been 4 years since I’ve been in the financial advisory industry, and I’ve enjoyed both the ups and downs. There’s no cause for looking back!

Create your own environment to thrive.
Being a financial consultant has allowed me to understand my clients better, but it’s also allowed me to understand myself better. I’ve gained a newfound perspective on my strengths and weaknesses, and I feel better equipped and empowered to create an environment that allows me to thrive professionally and personally. It’s been a humbling and rewarding journey thus far and I wouldn’t have it any other way.

Have drive, discipline and empathy.
I always try to serve beyond what’s expected of me for my clients, and I believe that these 3 values are equally important that financial consultants should never do without. I aim to be a friend, confidant and sibling to my clients because empathy and compassion is the one that will remind us of our purpose and mission. No facts and figures can overcome the love and concern that we show our clients.

Take the path less travelled.
It’s challenging to attract and convince people to take this path less travelled, but few realise that being in an uncomfortable position is what allows us to grow and unleash our maximum potential!


AIA FA Prestige Club (Titanium) 2024, 2023, 2022 and 2021

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

Million Dollar Round Table 2024, 2023, 2022, 2021 and 2019

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2021 and 2019

100 IDA Team Award 2024, 2023, 2022, 2021 and 2019

Associate Estate Planning Practitioner (AEPP®️)


Chen Wenting & Bryan Hoe

We really appreciate Lance as our financial adviser! We’d never hesitate to recommend him to our friends and family because of his professionalism and unbiased financial advice. What lets him stand out from others is that he wouldn’t recommend financial products that don’t serve our needs just to earn a higher commission, which we experienced with others. He also keeps us up to date on the latest product launches and changes, so we are updated with changes to our financial portfolio. Lance has become not just an adviser but a close friend of ours and his efforts show for themselves in the results and MDRT recognitions. Today we want to recognise you as well, our JIANpion!

Lim Li Yi

Lance is an affable, genuine and humble financial advisor. I appreciate his sensible and upfront attitude towards financial planning, as he has never been *pushy* and always strives to recommend suitable products that balance his clients’ well-being and financial capabilities. As a confidant and friend, he has celebrated and helped me plan out big life milestones, and I feel assured that he has my and my family’s best interests at heart.

Ang Wei Sheng

Since the start, my family and I have always appreciated Lance’s sincere advice and easy-to-understand analogies that he uses to educate us on the different financial planning tools that we can explore. Being able to understand tough financial concepts via simple analogies helped us to appreciate the importance of adequate financial planning at different stages of our lives. What we also appreciate is that Lance will engage us frequently to share with us the latest product launches and review our portfolio with no underlying intention of pressuring us to sign up for new policies that we have no need for or unable to afford at a point of time. These small little acts of care proved to us that he is always on the lookout for the best interest of his clients. More than just being a financial consultant, he has become a trusted close friend of the family where we know we can always rely on him in times of need. We have no qualms in recommending Lance to anyone who wishes to seek a fair and genuine review and planning of one’s personal portfolio. Way to go and congratulations on your new achievements, Lance!

Yang Xian Zheng

One of Lance’s greatest strengths is how he considers our interests first before anything else. From a thorough review of my insurance portfolio to explaining a policy, he never fails to go through the smallest details with the funniest yet applicable analogies. Thank you for having our best interests at heart!

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