I Believe in Changing

My Destiny

Audrey Tan

Audrey GEsolo9Feb805

Audrey Tan

Executive Senior Financial Consultant

TYL300104328

Backstory

Having been in this industry for the past decade has definitely grown my horizons and opened my eyes in ways I never thought imaginable. The most rewarding of all is witnessing my clients and their families grow their financial success and freedom.

The pandemic definitely brought its challenges but also brought forward this new wave of adaptations and changes for the better. With fintech and social media, outreach and the client experience has definitely been elevated and opening up multitude opportunities.

Time has a wonderful way of showing us what really matters. However, the new norm is, I look forward to our collaboration both online and also offline.

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Achievements

3-Year MDRT member & IDA member

Million Dollar Round Table A prestige award for the top financial practitioners in the world. A Career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.

International Dragon Award promotes the pursuit of a high-quality life, professionalism, upholding of moral integrity, establishment of professional practices to preserve dignity in the career and industry, and creating the best environment for the practice of the life insurance business.

Professional Qualifications

CFP® (Certified Financial Planner)
FChFP (Fellow Chartered Financial Practitioner)
AEPP® (Associate Estate Planning Practitioner)

Get in Touch

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How can I help you

Services

Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.

Protect

Personal Finance Advisory Service

All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.

Build

Personal Finance Advisory Service

We also give our client a piece of mind, by ensuring that their dependants are taken care of, in the event of their demise. Our financial consultants are trained in Estate planning and are able to provide professional advice and plan for proper transfer of assets through Wills & Trust. We structure Universal Life policy to enhance retirement and create a meaningful legacy.

Transfer

Personal Finance Advisory Service

Business succession is a vital, yet often overlooked part of a long-term business strategy.

We understand the significance of a good business succession plan to protect your business when unexpected tragedies impact your key executives. This ensures the uninterrupted flow of business with cash compensation and the certainty that your business will survive with its key employees.

Business Succession

Business Advisory Service

Hiring and retaining talent are keys to any organisation's success.

An organisation that genuinely cares for its employees is one that will be appreciated by their talent, as employees know their well-being is being taken care of by their employer.

Attract and retain dedicated talent to your company with employee benefits and see your company's existing talent nurture and grow within your organisation.

Employee Benefits

Business Advisory Service

Business security plays a critical role in ensuring uninterrupted and smooth operations. However, even with extreme cautiousness, that is still insufficient. You need to foresee and implement strategies to mitigate the potential damages and/or losses caused by unforeseen circumstances.

Commercial Business Insurance

Business Advisory Service

Audrey Tan

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