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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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Darius, Data Analyst

Michelle is a capable advisor who shows empathy in our conversation and inquisitive in the needs required by me. She will go the extra miles trying to make sure her advisory fit both my medium and long-term goals. She also provides me with regular updates on my portfolio and always proactive in answering my questions quickly. These actions provide me the assurance that she’s just one call away when I need her. A 10/10 advisor in short. Thanks for all the effort and I would totally recommend Michelle for someone looking to pave their life towards a more better and positive direction !

Christina, Lead Aircrew

I can't thank Michelle enough for their exceptional service. She not only helped me organises my finances but also provided valuable insights that I hadn't considered before. Her proactive approach and commitment to my success have given me peace of mind, knowing that my financial future is in good hands.

Maylinda, Banker

Michelle is a very sincere and honest financial adviser that will not push or hard sell her clients. I used to dislike insurance agents until I met her because in my perspective, insurance agents only care about sales targets and commissions. Even though I did not take up any plans after meeting her (as I wasn't ready), she was still very helpful and always ready to listen and address any issues or problems I encounter. She will provide me her most genuine advices, constantly reminding me not to overbuy as she understand my life and current financial situation. She is the only financial adviser who is able to convince me, a non-believer in financial planning, to someone who is now very enthusiastic in planning for myself and my kids. You will not regret meeting her and she will definitely value add you, just like how she did for me !

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.

Jessie, Financial Controller

Working with Michelle has been a game-changer for my financial future. Her comprehensive knowledge, attention to detail, and personalized strategies have not only safeguarded my assets but also accelerated my path towards financial success. I'm thankful for the peace of mind and confidence that Michelle has brought into my financial life. Trustworthy, reliable – I highly recommend her services.

Jennica, Accountant

Michelle is very responsive and dependable. When I was in need of her due to some admission and claims, she handled my queries professionally, in a timely manner, giving me peace of mind. She will constantly reminds me she is one call away, don't hesitate to reach out to her whenever wherever. Her follow up skills and after sale service is impressive hence I feel at ease letting her handle all matters related to my policies. Its really pleasant to have such a capable and efficient financial consultant by your side, as she really cares about you, not her sales :)