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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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Weng Chee, Supply Chain

Michelle is a very smart and energetic lady who is very proficient in terms of investments, savings and insurance. She is very amicable and is very flexible to accommodate meetings to client’s needs. She did a great job at explaining complicated concepts in simple and relatable terms. In addition to being skilled in what she is doing, she is also really friendly and approachable too - it wasn't awkward talking to her at all ! I would highly recommend you to approach Michelle if you need any financial advice and guidance :)

Ee Chow, Compliance

Michelle exhibited exceptional professionalism and responsiveness throughout our engagement. She was always available to address my inquiries, providing timely and insightful guidance. The level of commitment and attention to detail displayed by Michelle surpassed my expectations. Her genuine care for her clients makes her a standout choice for anyone seeking top-notch financial consulting services.

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.

Lilian, Accounts

Whenever I see Michelle, she is always full of smiles, positive vibes and energy. These traits make her very approachable and easy going to be with. She is very confident in carrying herself and on the work she does, a very humble lady also. Every meet up with her is always sunshine and rainbow, an enjoyable one in fact. I highly recommend her expertise to any person looking to kick-start your financial planning journey !

Diana, Regulatory

Michelle came across as very sincere and genuine. It didn't feel like she has hidden intentions or aggressive in any ways during our first meeting. Subsequently, we developed a friendship that is very close to sisterhood, which is one of the qualities I would like to highlight. This made me very comfortable with her and nothing feels forced. She explained everything vividly and thoroughly and will not bore you with overloading information. I'm thankful to have met her and making her my trusted advisor !

Emilly, Project Analyst

For those who are new to financial planning, I would definitely suggest choosing Michelle to be your Financial Consultant. I decided to jumpstart my financial journey and put my trust in her, and it was one of the best decisions of my life ! I wholeheartedly recommend her services to anyone seeking a knowledgeable and genuinely caring financial consultant.