SPIRIT OF CHANGE

Private Wealth Advisory & Management

About SOC Financial

Hi! Spirit of Change (SOC) Financial Advisers was established in 2016 by Timotius Adi Tan and Vernand Ferdinand who have decades of experience in the filed of Financial Planning and personal development in Indonesia.
Spirit of Change is a Financial Consultation Board that serves every Indonesian community ranging from professionals, business owners, families, especially in the city of Bandung, Indonesia. Providing financial services for financial planning, investment, health protection, pension programs, and legacy building programs. Based on the experiences of the founders, SOC has developed proven systems and methodologies to help advise and consult with clients in designing future financial plans and obtaining financial security throughout the client’s life.
Our Vision
  1. Helping people to succeed and achieve financial prosperity
  2. Self-development.
  3. Balance of life (Family, Financial, Education, Spiritual, Healthy Relationship, Career).
  4. Give blessing to the city and nation (CSR).

Our Excellent Services

We Provide for our High-Net-Worth Individual Clients

Investment Advisory

Create a better money for you and your loved ones with an intelligent and optimal investment system with us. Our Financial Planner is ready to help you to determine the most sensual type of investment for you and your family.

Estate Planning & Retirement Advisory

We will assist you in compiling and managing financial benefits in terms of investment and financial planning to be passed on efficiently to your future generations.

Insurance Advisory

Policies Review, making your protection programmes efficient. Starts from Cashless International Health Insurance Program, Income Protection, Business Protection, etc.

Tax Planning and Keyman Advisory

Save your tax, save your business and save your income. Contact our advisors to know more about the program.

Want to Know More About Us?

We'd love to help you share our experiences to help you make your finances efficient and to reach your financial goals, which you cant find elsewhere.

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What's On

SOC Financial

Beli Asuransi Bikin Untung?

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Sampai sekarang enggak bisa dipungkiri kalau image orang Indonesia tentang asuransi itu kurang begitu baik. Makanya begitu ada orang menawarkan asuransi, biasanya reaksi pertamanya adalah …

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Kenapa Beli Asuransi Bikin Untung?

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Selama ini ada anggapan yang salah dalam diri orang-orang kalau beli asuransi bikin buntung, padahal faktanya beli asuransi itu bikin untung lagi. Apalagi kalau kita …

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Apa Perlu Punya Gaji 250 Juta Per bulan Biar Bisa Married?

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  Baru-baru ini lagi pada heboh soal punya pendapatan 250 juta per bulan. Pertanyaannya, apa memang perlu punya gaji sebesar itu kalau mau married? Nah, …

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