Serving the community

above everything else

Kay Tan

Kay GEsolo9Feb725

Kay Tan

Manager, Financial Services



Kay started his career with DBS Bank as a customer service officer where he found his passion and purpose in life, which is in helping people solve their issues.

With his years of customer service experience in the bank, Kay embarked on his career as a financial consultant in Great Eastern. His business philosophy is to focus on serving the community above everything else.

Kay is a firm believer in constant learning and having a good work ethic, and he strives to improve himself to add value to his clients and the people around him.

“I now take pride and relish in helping people directly with their financials to secure their future and plans, just like how I used to work with customers to tailor the best solutions for their problems.

I will be happy to discuss your life goals, family protection, and retirement planning, working together with you to transfer the risks to protect the world that you and your loved ones currently live in.”

Kay now continues to protect lives through raising awareness and proper financial planning with his team as a Financial Services Manager.

His business is now 100% powered by serving existing clients and passive introductions.


Professional Qualifications

ChFC® (Chartered Financial Consultant)
AEPP® (Associate Estate Planning Practitioner)

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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.


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.


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.


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

Kay Tan

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