About the Author:-
Patrick Chang is a seasoned financial professional with 17 years of experience dedicated to helping individuals and families achieve their financial goals. A passionate advocate for financial literacy, he excels at simplifying complex financial concepts, making them accessible to all. He holds an MBA from the University of Adelaide, a BCom in Marketing & Management from Curtin University, and numerous prestigious certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and IBFA Level 3, the highest qualification in personal financial planning. He is also a certified Family Office Advisor (awarded by the Wealth Management Institute), an Associate Certified Coach (ACC) credentialed by the International Coaching Federation (ICF)
Specializing in integrated personal financial planning, protirement planning, wealth management, and legacy design, Patrick has created innovative tools such as the “Affluent” financial literacy card game.
As a skilled coach and mentor, he guides individuals in personal and professional development, including career mentorship through the NTUC mentoring program.
Patrick holds the Advanced Certificate in Training and Assessment (ACTA) and is a certified NLP Practitioner, DISCFLOW® certified trainer, certified Emergenetics Associate and certified Design Thinking practitioner (awarded by SMU Academy).
Patrick is the author of The A to Z Guide to Retirement Planning. He has conducted numerous workshops and seminars for diverse audiences and has been featured on prominent media platforms such as CNA, Money FM893, and The Straits Times.
