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Michelle Tan

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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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Wateeni, Early Childhood

Michelle is a true professional in every sense. She went above and beyond to ensure that I fully understood my financial plan and felt confident in the decisions we made together. Her advice was practical, actionable, and tailored specifically to my needs. I highly recommend their services to anyone seeking sound financial guidance.

Glenn, Business Development

Great to always having Michelle to oversee my financial reviews and to advise on my plans !! Keeping it real and down to earth for clients’ wellbeing and always looking out for them both short term and long term πŸ’ͺ🏻πŸ’ͺ🏻 The first impression & vibes she has given me when we first met was very comfortable & warming. I never felt more relieved knowing my financial standings and she will make me feels more confident on embarking my next financial move !! Thank you for being my advisor, feels good to have a safety net I can always ask and rely on πŸ™πŸΌπŸ™πŸΌ

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.

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.

Emilly, Project Analyst

For those who are new to financial planning, I would definitely suggest choosing Michelle to be your Financial Consultant. I decided to jumpstart my financial journey and put my trust in her, and it was one of the best decisions of my life ! I wholeheartedly recommend her services to anyone seeking a knowledgeable and genuinely caring financial consultant.

Pei Wen & Jokko, Business Owners

Michelle is by far one of the most patience and responsible financial consultant that we have ever met. When we first approached her, she put in great effort to go through all our existing policies with different service providers and only recommended policies that suit our needs. We felt comfortable with Michelle as there was never any pressure to buy a product simply to close a sale. Explanations given were always detailed. She also provides excellent after sales service and she is very responsive and patience when dealing with our enquiries, issues with payments and claims. We are very glad to have found her and feel assured that we have someone whom we can trust and to consult whenever the need arises. To many more milestones together !