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Michelle Tan

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Mother's Love for a Boy

A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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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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Lee Ching, Purchaser

I was initially overwhelmed by the complexities of financial planning, but Michelle made the process straightforward and stress-free. Her expertise, combined with her genuine care for my financial well-being, made all the difference. I now have a clear path forward, and I owe it all to her.

Sonia, Corporate Development

I am incredibly grateful for the financial guidance and expertise provided by Michelle. Her strategic insights and personalized approach have transformed my financial outlook. With a keen understanding of my goals and a commitment to navigating the complexities of the market, Michelle has truly made a positive impact on my financial well-being.

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 clientsโ€™ wellbeing and always looking out for them both short term and long term ๐Ÿ’ช๐Ÿป๐Ÿ’ช๐Ÿป 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 ๐Ÿ™๐Ÿผ๐Ÿ™๐Ÿผ

Joanne & Hoon, Business Owners

Michelle adopts a realistic approach whereby she will understand our needs and situation before recommending and providing her advices and solutions. She never hard sells any of her plans and is more focused on educating us the fundamentals and making smart financial decisions. She speaks with clarity and actively engages us with mind blown facts.

Dennis, Finance

Michelle has been an incredible resource for me as I navigate my financial journey. She offers more than just advice - she provides personalized solutions that are aligned with my lifestyle and goals. Whether itโ€™s retirement planning, managing my investment portfolio, or creating a realistic budget, she approach each task with professionalism, patience, and a wealth of knowledge. I now have a clear path forward and a solid financial plan that I trust, thanks to Michelle's expert guidance.

Sabrina, Relationship Manager

Michelle was never a pushy agent. When she first approached me, I was not ready to commit into any financial plans. However she was never hesitant to clarify any doubts that I have. She is very responsive whenever I need any of her advices and is patience with me despite asking her tons of questions. She was also not afraid to share some personal information about herself, and it was heartening to know that we have went through similar experiences regarding our finances, and she will be able to provide honest advice regarding our choices and whether it is suitable. She takes pride in what she does and will only recommend and curate solutions that is of my best interest. I feel at ease having her embarking my financial journey together with me :)