Jeff Chan

Jeffery has operated in the Financial Services Industry since 1992 and has expertise in all areas of financial planning. As a financial adviser, Jeffery sees himself as a coach and educator providing clear pathways to your long term success and achieves this through good communication.

As an older planner he has experienced most of what he wants for his clients, saving for their first home, investing to build wealth to pay for a deposit or put the kids though school, paying off the mortgage and saving for retirement. Having 2 kids, one with special needs Jeffrey is very focused on the need for insurance and estate planning and as a planner enjoys developing financial plans that start with understanding cashflow and what is important for each client.