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Michelle Tan

In Touch

A Monthly Curated Newsletter

As we approach the time of year when scorching temperatures send us seeking refuge indoors, this issue offers essential tips and strategies for managing the heat. Arm yourself with knowledge and discover ways to stay cool, hydrated, and healthy amidst the sweltering heat, ensuring you thrive in your daily life!

Keep Your Cool in Hot Weather

The CDC provides essential tips on keeping cool and safe during extremely hot weather, emphasizing the importance of staying informed and prepared.

 
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Commentary: A hotter Singapore will change how we work and live

Warm conditions are expected to persist, but air-conditioning may hurt us in the long run. This Earth Day, consider how people perceive and seek comfort from the heat for solutions.

 
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How Singapore Uses Science to Stay Cool

 
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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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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 !

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 !

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 it’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 :)

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.

Maylinda, Banker

Michelle is a very sincere and honest financial adviser that will not push or hard sell her clients. I used to dislike insurance agents until I met her because in my perspective, insurance agents only care about sales targets and commissions. Even though I did not take up any plans after meeting her (as I wasn't ready), she was still very helpful and always ready to listen and address any issues or problems I encounter. She will provide me her most genuine advices, constantly reminding me not to overbuy as she understand my life and current financial situation. She is the only financial adviser who is able to convince me, a non-believer in financial planning, to someone who is now very enthusiastic in planning for myself and my kids. You will not regret meeting her and she will definitely value add you, just like how she did for me !