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Michelle Tan

In Touch

A Monthly Curated Newsletter

As Lunar New Year celebrations unfold and we gather with friends and family, let us remember that prosperity is not just about wealth and abundance but also about the wisdom shared and traditions passed down through generations. Amid the laughter, meals, and festivities—and the inherent hope and symbolism they carry—be kind and mindful to yourself and others, ensuring that the deeper meaning of heritage, connection, and togetherness endures beyond the moment.

The Art of Red Packets: A Parent’s Guide to Financial Wisdom During Lunar New Year

This article highlights how parents can use the tradition of red packets to teach children financial literacy, focusing on saving, spending, and sharing wisely.

 
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5 Ways To Deal With Chinese New Year Leftovers

This article offers creative ways to repurpose Chinese New Year leftovers into new dishes. It suggests making bak kwa sandwiches, creating cookie crumbles for desserts, turning mandarin oranges into marmalade, converting pineapple tart fillings into jam, and using leftover meats and bones to make flavorful stocks.

 
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8 Ways to Spring Clean Your Finances This Year

 
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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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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 :)

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 :)

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.

Maylinda, Banker

Michelle is a very sincere and honest financial adviser that will not push or hard sell her clients. I used to dislike insurance agents until I met her because in my perspective, insurance agents only care about sales targets and commissions. Even though I did not take up any plans after meeting her (as I wasn't ready), she was still very helpful and always ready to listen and address any issues or problems I encounter. She will provide me her most genuine advices, constantly reminding me not to overbuy as she understand my life and current financial situation. She is the only financial adviser who is able to convince me, a non-believer in financial planning, to someone who is now very enthusiastic in planning for myself and my kids. You will not regret meeting her and she will definitely value add you, just like how she did for me !

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.

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.