Hi, I’m grace chan.
I didn’t set out to become a Wealth & Life Value Optimization Specialist.
For years, I thought success meant running faster, working harder, and stacking up impressive titles.
I grew up in an entrepreneurial family — my father built a handbag manufacturing business from scratch. Watching him, I believed ambition meant always pushing forward. So I did the same: launching my own label, working in luxury brands from PR & Marketing, to building a corporate sales career. On paper, I was moving up. In reality, I was crumbling inside.
I wore too many hats. At work, I was the high achiever chasing targets. At home, the dependable daughter, the supportive partner, the loyal friend. The stress was relentless. Sleep dwindled to three hours a night. My health collapsed before my willpower did.
That collapse was my wake-up call. For the first time, I slowed down. I studied mindfulness and psychology, sat in silence, and asked myself: Whose life am I really living? The answer was painful: not mine.
I realized success without alignment is empty. True wealth isn’t just money — it’s time, freedom, and the ability to live by values that matter.
And over the years, I’ve witnessed another truth: many leaders build brilliant careers at the peak of their professional life — but at the cost of family time, health, and presence. Then, when retirement comes and the business cards are handed back, they feel unmoored. Stripped of titles, they lose their sense of self.
That’s why I do what I do today.
I help professionals and entrepreneurs align their wealth with their core life values. Through my Wealth & Life Value Optimization system, I integrate:
Wealth growth → balanced, steady strategies that free you from constant money stress.
Family protection → education, medical, and lifestyle safeguards so your loved ones are secure.
Business continuity → succession and buyout plans that let your enterprise thrive without sacrificing your family’s peace.
Because this is not just about protecting wealth. It’s about protecting who you are — so your identity, your impact, and your values carry forward into every stage of life.
If you want to start designing a life where wealth and values finally align, let’s talk. (I speak Cantonese & English)
PROFESSIONAL TRAININGS & OTHER INTERESTS
Certified Family Wealth Instructor (FFEI)
Certified Trust Planner (Wealth Succession Planning Association)
Certificate of Family Financial Management (Training Qualifications UK)
Certified Trust Planner (Wealth Succession Association)
Certified Child Financial Quotient Instructor (Training Qualifications UK)
Licensed Insurance Intermediary - General & Long Term Business including Linked Long Term Business (HK Insurance Authority)
Licensed MPF Intermediary (HK Mandatory Provident Fund Schemes Authority)
Psychology (University of Oxford, Department of Continuing Education)
Mindfulness for Life - Mindfulness-based cognitive therapy (Oxford Mindfulness Centre, University of Oxford)
It doesn’t start with numbers. It starts with YOU — your story, your values, and the life you want to live.
Because real success isn’t about chasing more. It’s about making sure wealth supports what matters most: your family, your business, and yourself.
My Approach
Dream it
Your goals are unique — whether it’s retiring early, scaling your business with confidence, or having more time with the people you love. I help you name those dreams, even the ones you’ve been afraid to say out loud.
ALIGN it
Together, we prioritize what truly matters — family, career, health, freedom — and align your wealth with those values. We explore risks, hidden blind spots, and opportunities, so your energy isn’t wasted chasing goals that don’t serve your life.
systematize it
I design a tailored financial system that runs in the background, steadily building toward your goals while you focus on living. Think of it as an engine that keeps working for you — even when you’re asleep.