Hock Beng
Singapore
Author • Investor • Entrepreneur • Trainer
Recognized Excellence
Excellence Award
2024
Industry Leader
2023
Top Performer
2022
Team + Culture
Team & Leadership.
Building Excellence Together.
Great achievements are never solo endeavors. Hock Beng is dedicated to mentoring the next generation of financial leaders, fostering a culture of collaboration, integrity, and continuous growth within his team.
By empowering advisers with Robust Systems, Clear Guidance, and Shared Values, he ensures that every team member is equipped to deliver exceptional value to clients—creating a ripple effect of positive impact across the industry.
"Alone we can do so little; together we can do so much. True leadership is about lifting others up to achieve their full potential."
Experience + Leadership
A Leader in Financial Advisory & Education.
Present: Advisory DirectorLeading a team of representatives at Financial Alliance Pte Ltd (MAS Rep code CHB100069009). Focusing on mentorship, coaching, and developing high-touch advisory strategies including "SmartTech-HighTouch" solutions.
Leadership: Honorary Treasurer & Exam ChairServed on the Executive Committee of the Financial Planning Association of Singapore (FPAS) to advance CFP® certification standards. Chaired the Examination Board to ensure rigorous professional assessment.
Education: Certified Instructor & TrainerIBF Accredited trainer at Financial Perspectives & Falco Academy. Conducting training for CFP® and CPD programs, sharing expertise with aspiring financial professionals.
Credentials
Education &
Professional Designations.
Professional Doctorate (Financial Education & Industrial Leadership)
The Thames International University
Bachelor of Engineering (B.Eng)
Nanyang Technological University (NTU), Singapore
Professional Designations:
- CFP® (Certified Financial Planner)
- ChFC® (Chartered Financial Consultant)
- CLU® (Chartered Life Underwriter)
- AEPP® (Associate Estate Planning Practitioner)
- CBFC (Certified Behavioral Financial Coach)
- ACTA (Advanced Certificate in Training and Assessment)
- CCC (Certified Career Coach)
Media + Insights
Sharing Knowledge & Vision.
Estate Planning
Have you amended your Will?
Wealth Preservation
Secure your Estate Value
Wealth Shielding
Is it for you?
Career Growth
Join the Financial Services Industry
Build your legacy with H.E.L.P.
HELP by Hock Beng | Holistic Estate & Legacy Planning
Get lifetime peace of mind with transparent pricing. No hidden fees. Just comprehensive estate planning.
HELP Starter
For individuals beginning their estate planning journey
Initial Consultation
- ✓Asset and beneficiary mapping
- ✓CPF and insurance alignment review
- ✓Key gaps and risk identification
- ✓Summary findings and next-step recommendations
HELP Comprehensive
For those seeking complete estate and legacy planning
Full Planning
- ✓Full estate and legacy analysis
- ✓Scenario planning and liquidity review
- ✓Family and succession considerations
- ✓Coordination guidance with legal professionals
- ✓Written Holistic Estate & Legacy Plan report
Ongoing Advisory
For clients requiring continuous planning support
Continued Support
- ✓Annual review and plan updates
- ✓Life event planning adjustments
- ✓Priority access to advisory team
- ✓Quarterly check-ins and strategy sessions
- ✓Ongoing coordination with your professional team
What's Included in Every Plan
Comprehensive Analysis
- ✓Detailed review of current financial position
- ✓Estate planning gap analysis
- ✓Risk assessment and mitigation strategies
- ✓Tax-efficient wealth transfer planning
Professional Support
- ✓One-on-one consultation with experienced advisors
- ✓Personalized recommendations and action plans
- ✓Coordination with legal and tax professionals
- ✓Clear documentation and implementation guidance
Not sure which plan is right for you?
Click here for the full detailed explanation or
Schedule a Free Discovery Call
Leadership. Mentorship. Impact.
Hock Beng's mission is to elevate the financial advisory industry through rigorous standards, continuous education, and values-driven leadership.
Leadership & Mentorship
Financial Alliance
Successfully mentored advisory teams at Financial Alliance to achieve top rankings. Developed SOPs and resources that boosted team efficiency and client service quality.
Speaking & Training
Workshops & Webinars
Keynote speaker for "Have You Prepared For Your 'Last' 7,000 Days?" and regular webinar host on estate planning and wealth transfer.
Industry Contribution
Singapore
Active contributor to the Education Sub-committee with IFPAS and PSG Chairman roles in Singapore, advocating for higher standards in financial literacy.
What Others Say
Testimonials.
"Hock Beng definitely has deep expertise in financial planning, in particular, estate and legacy planning, which he is very willing to share with us. A strong leader who leads by example, Hock Beng has built a very competent team, with his team members consistently ranking in the top 5 advisory groups in our company. He also developed clear SOPs and resources which are very insightful and useful for our advisory work. An inspiring mentor and leader!"
Jonathan Low, AWP, ChFC
Senior Manager, Wealth Management
"I attended a talk 'Grow Your Assets, Even After Death' by Hock Beng and gained invaluable insights into the fundamentals of Wealth Management. With close to 30 years of Experience in the Financial Advisory Industry, Hock Beng has yet again unreservedly shared his knowledge and experience with us."
Nick Teo
Top Recommendation 2023, 2022, 2020 HNW Wealth Manager
"I have known Hock Beng for more than 10 years. He is a strong leader, willing to share, a keen learner, leads by example, and an effective trainer."
Ronald Wong
Managing Director at Financial Perspectives Pte Ltd