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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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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 !

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 :)

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.

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.

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.

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 !