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Michelle Tan

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
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4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

 
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The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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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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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.

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 :)

Siti, Librarian

Every session with her was always a great insight and I have benefitted greatly from her advice and guidance. Her professionalism, integrity, and unwavering dedication set her apart from the other consultants that I came across ! I confidently recommend Michelle to anyone seeking a trusted partner that has your best interest on their financial journey.

Chris, Business Owner

The first impression I have on Michelle is that she is very friendly, patience, confidence & knows her products very well. The reasons I took up plans with her even though I have other advisors is because I feel very comfortable with her. Most importantly, she is full of patience in explaining and understanding what my needs, wants and requirements. We need more financial consultants like her in this industry. So thumb up for the good work & services !

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.

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 !