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Michelle Tan

In Touch

A Monthly Curated Newsletter

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

9 High-Income Skills to Develop in 2024

This article outlines nine high-income skills to focus on in 2024, including UX design, project management, data analysis, software development, content creation, AI, leadership, communication, and teamwork.

 
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Making the Most of $300 Climate Vouchers

This article explores how households can utilize $300 climate vouchers to adopt sustainable practices and products, emphasizing the importance of climate action through accessible financial support.

 
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Investment opportunity matters: How to close the wealth gap | Jason Frishman | TEDxBabsonCollege

 
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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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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 !

Glenn, Business Development

Great to always having Michelle to oversee my financial reviews and to advise on my plans !! Keeping it real and down to earth for clientsโ€™ wellbeing and always looking out for them both short term and long term ๐Ÿ’ช๐Ÿป๐Ÿ’ช๐Ÿป The first impression & vibes she has given me when we first met was very comfortable & warming. I never felt more relieved knowing my financial standings and she will make me feels more confident on embarking my next financial move !! Thank you for being my advisor, feels good to have a safety net I can always ask and rely on ๐Ÿ™๐Ÿผ๐Ÿ™๐Ÿผ

Su Lan, Real Estate

From the first meeting, Michelle impressed me with their thoroughness and genuine care for my financial well-being. She was able to identify gaps in my planning and offered practical solutions that have made a real difference. Iโ€™m grateful for her expertise and highly recommend their services.

Ernest, Adjuster

Thanks to Michelle, I finally have a clear and achievable financial roadmap. She simplified complex financial concepts and provided me with strategies that matched my risk tolerance and long-term goals. Itโ€™s rare to find someone so skilled yet approachable in the financial world.

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.

Kay, Admin

There is something about Michelle that makes me feel so comfortable and warm, whenever I'm with her. I still remembered the first time I saw her, I was like wow ! She is such a pretty and gorgeous lady ! After we sat down for coffee, her personality is so jovial and heart-warming that I didn't realised time passed way too fast. She is fantastic in holding conversation and knows when to be serious and professional. Michelle will not make me feel pressurised or uncomfortable when the topic of financial planning arises. Me and my husband would not hesitate to recommend Michelle to our friend and family as she is very trustworthy and provides excellent service :)