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Michelle Tan

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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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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 :)

Yong Kang, Project Engineer

Not only is Michelle our preferred advisor, she becomes our best friend. Her thoughtfulness and caring personality outshine her from people we met. She will shower us with regards and concerns, witnessing milestones in our lives. We are thankful to have met her and having her handling all our financial queries. Both of us would like to thank you for all the awesome work you have put in, and taking care of us in a such a good timely manner. We definitely recommend Michelle to anyone who is looking not just an advisor, but also someone who will be there for you when you need the most !

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.

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.

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.

Grace, Procurement

Michelle is a very honest and truthful personnel. When she first joined this industry, she was aware that I already have a number of policies with Prudential, and in her opinion, it was decent enough based on my situation back then. She is not like some other financial advisors, who will go around asking colleagues, friends, relatives or family members to "support". She is also very hardworking as I have seen it personally, she works her way up to where she is right now - extensive clientele base. Because Michelle has provided me with her utmost honesty, I decided to have her, and only her, to handle all my plans on a going forward basis. She is definitely a gem to work with :)