Ian Chan became a consultant back during his university days. After having a hand at financial planning for his own parents to gauge their retirement readiness, he found himself enjoying the process thoroughly, and also discovered the gap between what people ought to know about financial planning and what they currently know.

Since then, he has helped students, young professionals and parents around him bridge the gap between where they are and where they want to be. He had developed a flagship asset planning framework, that allows people of all age groups to reach financial freedom 5-10 years earlier than expected through his professional asset allocation process.In his first year of business, Ian Chan became a member of the Million Dollar Round Table in 2023, 2024 and 2025. He was also a member of the AIA FA Prestige Club 2023, 2024, and 2025 and AIA FA Centurion Club 2023, 2025