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Michelle Tan

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
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Children and Retirement

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Michelle Tan
 
 
 
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Testimonials and Referral Notes

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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.

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.

Roy, Business Analyst

I am impressed by Michelle's commitment, prompt replies, and articulate communication. Her dedication to our partnership gives me confidence, and her professionalism makes working with her a pleasure. What I appreciate most is her non-pushy approach, focusing on what's best for my portfolio rather than making a quick sale. Her genuine concern for our long-term success sets her apart. Thank you for your exceptional service as my agent. I value our collaboration and look forward to achieving great things together !

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 :)

Christina, Lead Aircrew

I can't thank Michelle enough for their exceptional service. She not only helped me organises my finances but also provided valuable insights that I hadn't considered before. Her proactive approach and commitment to my success have given me peace of mind, knowing that my financial future is in good hands.

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 !