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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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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 !

Ernest, Adjuster

Thanks to Michelle, I finally have a clear and achievable financial roadmap. She simplified complex financial concepts and provided me with strategies that matched my risk tolerance and long-term goals. It’s rare to find someone so skilled yet approachable in the financial world.

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.

Lilian, Accounts

Whenever I see Michelle, she is always full of smiles, positive vibes and energy. These traits make her very approachable and easy going to be with. She is very confident in carrying herself and on the work she does, a very humble lady also. Every meet up with her is always sunshine and rainbow, an enjoyable one in fact. I highly recommend her expertise to any person looking to kick-start your financial planning journey !

Derek, Logistic

I met Michelle through one of her canvassing sessions. I told her I had my own FC back then and was not interested in getting any plans. However she stayed sincere and earnest, keeping in touch with me for over a year until I was ready to take up a wealth accumulation plan. Michelle was never pushy and will only recommend solution that suits me. What amazed me was she provided me her unbiased opinions on other insurers’ solution as well. Her product knowledge is strong and is always on the ball addressing my enquiries. She is definitely an FC that I would like to entrust all my policies to for the long run. Thank you, Michelle !

Jonathan, Software Engineer

It was a pleasure working with Michelle, one of the most genuine and truthful financial consultants I have ever met. She has been extremely patient in explaining the different policies from Prudential and is not pushy, always putting her clients first instead of profits. A plus point is that she does not brings down other insurers' products or solutions. In fact, she goes through them with me whenever I asked. Her unbiased opinions is what made me decided to go for her solutions instead. Thank you for being truthful, I really appreciate it Michelle.