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Michelle Tan

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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Su Lan, Real Estate

From the first meeting, Michelle impressed me with their thoroughness and genuine care for my financial well-being. She was able to identify gaps in my planning and offered practical solutions that have made a real difference. I’m grateful for her expertise and highly recommend their services.

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.

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.

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 !

Alan, Superintendent

Throughout my time with Michelle, she has displayed a strong sense of professionalism, patience and communication skills. She never once rushed through the information and gave me as much time as I need to absorb it. She would always be swift and happy to answer any questions I had, be it big or small. All-in-all Michelle has been a very empathetic, professional & friendly advisor. She has aided me greatly in my financial journey !

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.