Hi, I’m Loke

I’m your dedicated Financial Planner from William Chang Organisation, representing HSBC Life (Singapore) Pte. Ltd. With a passion for helping clients navigate the complexities of finance, I’m your best partner in achieving success and security.

As an IBF Qualified professional, I bring a diverse and comprehensive approach to advisory services and client mentorship in financial planning. My approach is centred on building strong, trusted relationships and crafting personalised strategies to help you achieve your financial goals. Committed to understand your needs, unique financial aspirations and crafting a customised roadmap to help you get there. Whether it’s retirement planning, investment management or wealth protection for you and your family.

I’m here to guide you every step of the way towards a brighter financial future. I’ll provide all the support you need to confidently navigate your financial journey. Let’s work together to turn your dreams into achievable realities!

OUR SERVICES

Individual Asset Management

Whether you're planning for retirement, saving for a major purchase, or investing for the future, our experienced advisors are here to guide you every step of the way. With personalised strategies and ongoing support, we'll help you achieve financial success and peace of mind.

Business Asset Management

Grow and protect your business with our comprehensive suite of products and services. From financial analysis, business succession to asset protection and keyman insurance, we offer a holistic approach to managing your business's wealth.

Bespoke Wealth Solutions

Experience personalised wealth management tailored to your unique needs with our bespoke wealth solutions. Whether you're an affluent individual, a family office, or a high-net-worth investor, we offer customised solutions designed to preserve and grow your wealth.

“I am committed to providing comprehensive wealth management solutions, diligently managing your wealth with integrity, always act in your best interests and prioritise your financial well-being above all else.”

Get in touch!

We know that the financial needs for each family or business are unique. Use this form to tell us more about your needs or concerns, and we will be in touch shortly!

Loke Jun Quan
You can email us at loke.junquan@hsbc.com.sg to find out more.
Alternatively, you may also call us at (65) 8830 5909.

Altus Advisory
an agency unit representing HSBC Life (Singapore) Pte. Ltd.

Name

First Name

Last Name

Phone

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How can I help?

Retirement Planning

Estate Planning/Legacy

Health and Protection

Savings and Investments

Employee Health and Benefits

Others

Preferred Appointment Date

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Message

Disclaimer

I confirm that the information I have provided are my personal data. I understand that such information may be provided to HSBC Life (Singapore) Pte. Ltd. ("HSBC Life"). By providing this information, I understand that HSBC Life and their respective representatives or agents may collect, use and/or disclose the information I have provided for the purpose of contacting me about products and services offered by HSBC Life or to assess my suitability to be appointed as a financial representative of HSBC Life as applicable, and I give my consent for HSBC Life and its representatives and agents to contact me for these purposes.