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Michelle Tan

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Michelle Tan
 
 
 
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WhatsApp me at +65 91854828   
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Testimonials and Referral Notes

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Michelle, Computer Engineer

From our very first meeting, I was impressed by Michelle's depth of knowledge and their ability to explain complex financial concepts in a way that was easy for me to understand. She took the time to listen to my financial goals, understand my risk tolerance, and assess my current financial situation thoroughly. This level of transparency and responsiveness gave me peace of mind, knowing that my finances were in capable hands.

Krystal, Teacher

To be honest, I was a little hesitant to meet any advisors, thinking it would jump right into sales, as I have encountered bad experience before. However, Michelle makes effort to ensure I was comfortable in each and every session, constantly checking on my well-being. In fact, these small meetings with her have helped me better understand how I wanted to plan and grow my finances for the future. I did not feel pressured at all to make a decision on the spot, and one could tell that she really enjoys and values the work that she does and cares a lot for her clients - it's really admirable !

Kay, Admin

There is something about Michelle that makes me feel so comfortable and warm, whenever I'm with her. I still remembered the first time I saw her, I was like wow ! She is such a pretty and gorgeous lady ! After we sat down for coffee, her personality is so jovial and heart-warming that I didn't realised time passed way too fast. She is fantastic in holding conversation and knows when to be serious and professional. Michelle will not make me feel pressurised or uncomfortable when the topic of financial planning arises. Me and my husband would not hesitate to recommend Michelle to our friend and family as she is very trustworthy and provides excellent service :)

Dave, Finance Analyst

What sets Michelle apart is her personalized approach. She didn't just offer cookie-cutter solutions. Instead, she crafted a tailored financial plan that aligned perfectly with my aspirations and priorities. Whether it was optimizing my investment portfolio or planning for retirement, Michelle was there every step of the way, providing guidance and support.

Elaine, Credit Analyst

From our very first meeting, Michelle put me at ease with their extensive knowledge and approachable demeanour. She broke down complex financial strategies into manageable steps and always made sure I was comfortable with the plan. Her commitment to helping me achieve my financial goals has been unwavering, and I am extremely grateful for her help.

Chee Keong, Marine Engineer

Michelle pays close attention to detail and circumstances. This helps her caters her sessions to each individual's needs and wants. You will feel that her presentation is specially customized for you. She was able to understand my needs and provide unbiased recommendations accordingly, which differs significantly from the typical hard-selling consultants.