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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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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 !

Jessica, Designer

Michelle is a spontaneous person and is eager to help me clear any doubts I have. During the zoom meeting, I felt super comfortable engaging with her. It’s not easy to connect with someone virtually, due to lack of personal touch, but Michelle is able to do it so well. What I truly look up to is that she does not see her clients as a means to earn money, but is genuine in saving / touching another life. I can safely say that you are in good hands if you are Michelle's client :)

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.

Nicole, Auditor

I first met Michelle during a friend's birthday gathering. She has a very bubbly and outgoing personality, which makes me feel very comfortable chatting and hanging out with her. This is very important to me as I seek trust and rapport with my advisor so I that I am able to convey my thoughts without any reservation. Michelle has provided me the assurance I needed and is able to vision lots of things, given her maturity and experiences. I am very pleased with her services and solutions provided :)

Wei Jie, Developer

I was hesitant to seek financial advice, but Michelle made the entire process seamless and reassuring. Her proactive communication and tailored recommendations have not only protected my assets but also put me on a path to future growth. It’s a relief knowing I have someone so knowledgeable in my corner.

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 :)