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Michelle Tan

In Touch

A Monthly Curated Newsletter

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

The most mentally strong kids never do these 7 things

Knowing what mentally strong kids never do can help you identify the types of unhealthy behaviors that may stand in your child's way. Here are seven of them.

 
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Beyond the Piggy Bank: How Parents Teach Young Children About Money

The article delves into the methods parents utilize to impart financial literacy to their children, emphasizing the importance of early financial education and presenting perspectives from millennial and Gen X parents.

 
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The Single Most Important Parenting Strategy | Becky Kennedy | TED

 
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I seek to reach out to people who believe in safeguarding the interests of 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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Testimonials and Referral Notes

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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.

Ee Chow, Compliance

Michelle exhibited exceptional professionalism and responsiveness throughout our engagement. She was always available to address my inquiries, providing timely and insightful guidance. The level of commitment and attention to detail displayed by Michelle surpassed my expectations. Her genuine care for her clients makes her a standout choice for anyone seeking top-notch financial consulting services.

Serene, Marketing

Michelle displayed a strong sense of professionalism, patience and communication skills from the first time I met her. She took time to clearly explain the concept of financial planning through visuals and drawings, which makes it so much easier for me to pick up and learn. She never once rushed through the information and gave me as much time as I need to absorb it. Michelle is always swift and happy to answer any questions I had, be it big or small, and is very straightforward as she provides sound advices on what to do without coming across as biased or crude. All in all she has aided me greatly in my financial journey and I strongly believe she will, for you too !

Chris, Business Owner

The first impression I have on Michelle is that she is very friendly, patience, confidence & knows her products very well. The reasons I took up plans with her even though I have other advisors is because I feel very comfortable with her. Most importantly, she is full of patience in explaining and understanding what my needs, wants and requirements. We need more financial consultants like her in this industry. So thumb up for the good work & services !

Siti, Librarian

Every session with her was always a great insight and I have benefitted greatly from her advice and guidance. Her professionalism, integrity, and unwavering dedication set her apart from the other consultants that I came across ! I confidently recommend Michelle to anyone seeking a trusted partner that has your best interest on their financial journey.

Roy, Business Analyst

I am impressed by Michelle's commitment, prompt replies, and articulate communication. Her dedication to our partnership gives me confidence, and her professionalism makes working with her a pleasure. What I appreciate most is her non-pushy approach, focusing on what's best for my portfolio rather than making a quick sale. Her genuine concern for our long-term success sets her apart. Thank you for your exceptional service as my agent. I value our collaboration and look forward to achieving great things together !