For Brian Chok, financial planning is more than just numbers — it’s about people, their deepest desires, and the life they truly want to build. His clients often describe their conversations with him as therapy-like, as he goes beyond traditional financial advice to uncover the motivations behind their decisions, many of which stem from childhood experiences. By aligning financial strategies with a sense of purpose and fulfilment, Brian helps clients move beyond the fear and uncertainty that often surround money.


With two years at Ascendance Wealth Management (AWM), Brian has achieved MDRT twice while being a full-time student at NTU and now leads a team of 13 associates dedicated to raising the standard of financial advisory. As an investment specialist, he believes insurance can be a “settle-once-and-for-all”, while investments require ongoing attention — because wealth should serve as a tool for a fulfilling life, not just an end goal.


What sets Brian apart is his objectivity and straight-forwardness. While many advisers focus on new sales, he is known for maximising and optimising what they already have, ensuring that every financial decision genuinely benefits his clients. His approach builds deep trust, positioning him as a true partner rather than just another financial adviser.


Brian partners with young professionals, couples, and families, including clients based in China. Many choose to work with him, even after knowing another adviser, because his insightful conversations and unique frameworks often help them free up more time and money, rather than simply encouraging them to spend more. His approach challenges conventional financial planning, making him a trusted guide for those seeking purpose-driven, transparent advice.