I first chanced upon financial consulting as a career path in 2019 after serving my national service. Honestly, I didn’t have a good impression at first because of the negative social stigma. However, after giving it a shot, it gave me a lot of insight into how financial consultants can add value to their clients’ lives. After experiencing firsthand the benefits of proper financial planning through my family, I decided to pursue this as a long-term career path.

Time management is easier said than done.
Learning to juggle school and work at the same time has taught me the value of time management. Financial consultants need to be disciplined in managing their time as the job requires a lot of proactiveness and initiative to get things done. Focusing on one thing at a time is extremely important, and this career pushes me to be better every day for my clients and friends.

Don’t be afraid of hardship.
“The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy.” This was said by Dr Martin Luther King Jr and it is a quote that I hold dear to me whenever I feel like giving up. It’s common for many financial consultants to struggle at first because of the steep learning curve, but it only gets easier with time. This business can be sustainable as long as we do the right things. Being accountable to our clients, and putting clients before ourselves is a good start!

Take that leap of faith.
The biggest challenge I face is convincing people to take the leap of faith. The industry is plagued with a certain social stigma, and oftentimes, people are afraid of this because it affects how others view them. However, after being in this industry myself, I realise that as long as we conduct our business in a fair and open manner, there is nothing to be afraid of. I encourage people to see for themselves if the industry is a right fit for them — I was not sure myself until I actually tried it, and looking back, I’m glad I took that leap of faith.

Put mission before commission.
I believe that all financial consultants should put mission before commission. While it’s easy to be led astray by the potential income, we must never put numbers above our clients’ heads. All financial consultants should conduct their business in a manner that is trustworthy and accountable. In my personal experience, as long as we do this right, we will not have to be afraid of running out of clients to meet.


6th Runner-up, Top Associate Director 2023
AIA FA Pinnacle Club (Unit) 2024

AIA FA Prestige Club (Titanium) 2024 and 2021

AIA FA Prestige Club (Platinum) 2022

Million Dollar Round Table 2024, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Manager Category) 2024

International Dragon Award – Bronze Dragon Award (Agent Category) 2022 and 2021

100 IDA Team Award 2024, 2022 and 2021

Bachelor of Social Science in Economics (2022)

Institute of Banking and Finance Qualified (IBF Qualified)


Zachary Branson

Hi Zheng Chuen,

If I had to choose 3 words to describe you, it would be honest, dedicated, and hardworking! You took the time to personally analyse and reccommend which policies I should get with regard to my financial situation and lifestyle. From the weekly financial “lobangs” to the tips and tricks to better handle finances, you really go all out to better manage and take care of your clients very well. You confidently answer all my queries and guided me through all the processes, which was very reassuring knowing that I put my faith into someone as solid as you. Your friendliness and care go beyond the call of duty as a financial adviser, such that I can confidently call you a friend too. I strongly recommend you to people who need help with their finances, and your awards are a testament to your ability and hard work. I look forward to continuing this journey with you as a client with the utmost faith in your ability. Thanks Zheng Chuen!

Vance Chew

Hi Zheng Chuen, 

I am so lucky to have you as my financial advisor. Signing on to the army suddenly gave me the most income I have ever had in my life, and at the young age of 20 I did not know what to do with this new found income. You helped me understand how to use my money wisely by budgeting and also how to invest in order to hit my monetary goals in the future years to come. You patiently explained all the different plans and the pros and cons for each one without making it seem biased. Other insurance agents were constantly forcing me to buy a certain plan which I did not even understand. You’ve helped me become a more money savvy individual and I’ve recommended you to many of my friends and family as well who have told me the same about you as well. All the best and continue to be a great financial advisor!

Tammi Toh

Hello Zheng Chuen !!

Thank you for always being so sincere, open and helpful ever since my first policy with you. You were always so eager to help, even if it was with queries about my family member’s own policies that were not with you. We really appreciate your help and your efforts you put into your work, not just with us but with all your clients as well. It must be hard balancing both work and school simultaneously but you are doing so incredibly well. I am really grateful to have you as my financial advisor because it really made me feel more at ease having someone to consult and take care of my portfolio, not to mention that you are one of most trustworthy person I know. I will definitely not hesitate to introduce my family and friends to you when it is their turn to look for a financial advisor that has their interest in his mind. Jiayous for all your future endeavours!!


Shangs is is a very efficient and meticulous FSC who always put his client’s interest at top priorities. He is very knowledgeable and able to provide proper advice when it comes to managing finances, insurance and investments. He also goes the extra mile for his clients in assisting in areas outside of his job scope, and is my go to when I need advise even in areas like housing. I think this extra care and interest he invests in his client’s lives is something that makes him stand out from other FSCs I’ve known, and makes him the person I would trust to handle my financial portfolio.


Shangs is a determined FSC who goes out of his way to help his clients. He goes the extra mile to explain financial terms and guides his clients along their financial journey. He’s patient when dealing with people and is knowledgeable about what is needed for clients in different situations. He’s also always open to answering any queries.

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