Aaron Tan
Financial Services Director
FINANCIAL ADVISOR | DIRECTOR | FOUNDER | AUTHOR | MENTOR | SPEAKER
If You Are Looking To
Optimise Your Financial Portfolio
Compile Your Financial Assets
Create Increased & Lasting Cashflow
Save on Your Premiums
Build an Effective Investment Portfolio
Create your Golden Retirement Fund
Plan Your Legacy & Estate
Generate Alternative Forms of Passive Income
HEAR WHAT AARON'S CLIENTS ARE SAYING
MEET SOMEONE PROFESSIONAL AND KNOWLEDGEABLE!
Aaron has been a close friend of mine for over a decade and he is very well-versed, professional and knowledgeable in his scope of financial advisory work.
Before meeting him, I have always thought that I am already well covered. He went through with me the details of my current plans and to my surprise, not only am I inadequately covered, I was also overpaying for them.
I feel really grateful to Aaron as I managed to save 40% on my premiums and increased my overall coverage by 25%!
With the amount of savings, I can better use the money for wealth accumulation purpose and achieve higher interest rates! That will bring me one step closer to my retirement!
IF YOU ARE LOOKING TO SAVE ON PREMIUMS!
Aaron has been my financial adviser for a number of years now.
He has assisted me on saving premiums and increased my coverage for Early Stage Critical Illnesses by more than 60%.
The revamped solution now comes with option to claim multiple times for various Critical Illnesses.
Thanks to Aaron, not only do I save on premiums, I’m better covered without the need to fork out extra cash flow!
INCREASING CASH FLOW AND BENEFITS OF PORTFOLIO
I am honored to have Aaron Tan as my Financial Adviser because I have benefitted from his recommendations immensely.
Aaron has been a great help in terms of managing my financial portfolio. I have recently reduced my annual contributions by almost 40% and increased the overall coverage by 20%. This would not have been possible if it's not for Aaron.
I highly recommend him to individuals who need assistance in increasing their cashflow without losing the core benefits of their existing portfolio.
SAVINGS ON FINANCIAL PORTFOLIO AND VALUE ADD
I have always wondered, whether the premiums of my financial portfolio is worth the value that I am paying for?
After going through a detailed analysis with Aaron, I realised that it was possible to have similar coverage and still save significantly. Aaron does a really good job in advising me on how my existing portfolio could be enhanced and improved further without much financial stress.
In the end, I managed to save on my premiums by close to 3 times! If you have not met Aaron before, I would suggest that you take some time off to have a word with him. I am certain that he will bring value to the table and not disappoint you!
FINANCIAL STRATEGIES WHICH MADE SENSE
I have been good friends with Aaron for over a decade and I must say that he has been a great help to me in terms of my financial and portfolio management.
He has shared with me certain financial strategies which made a lot of sense and not only did I save on premiums, I actually benefited from the increased in coverage by about 10%, disability coverage from a limited time to lifetime as well as an option to withdraw some retirement income in my later years.
I have to thank Aaron for his efforts and time to compile and analyse through my financial portfolio. Without his expertise and advice, I would not have an enhanced and optimized portfolio.
Do speak with Aaron on your financial matters and I can assure that he will do an excellent job for you.
ONE STOP SOLUTION TO RETIRE COMFORTABLY
Am impressed with Aaron's super prompt and efficient service. He thinks very fast, provides sharp analysis and quick solution to improve my coverage as well as cash flow asset.
With his leading, I am confident to retire comfortably, be a blessing not a burden.
Grateful for Aaron, he is my one stop solution for financial and estate planning. I fully trust his ability, sincerity and passion to serve his clients.
EXCELLENT FINANCIAL TIPS & KNOWLEDGE!
Aaron is a professional, friendly, patient and helpful finance specialist with a great wealth of knowledge and experience in his field.
Highly recommended if you’re looking for any sort of financial expertise, he has it all.
Overall, I can only say excellent. Thumbs up 👍🏼
ENSURING ONLY THE BEST!
Aaron has been in the industry for quite sometime, journeying with professionals and mentors.
He has really helped me with lowering my premiums and increasing my coverage!
He is also really dedicated to ensure that I managed to take full advantage of the situations at hand and ensured I got the best! 😁
SOLUTION ORIENTED AND NON PUSHY
Have known Aaron for a few years now since he took over the servicing of my policies from his friend who left the industry.
He is very solution oriented and provide recommendations of policies that suits my requirements in the long run.
He is always ready to share his views and thoughts and will let you think through it before buying any policy. 👍👍👍
MEET MY TRUSTED ADVISER!
I got to know Aaron through my husband and ever since then, Aaron has became my most trusted Financial Adviser.
He has been of great help to my family especially on restructuring the family's financial portfolio to save more and get a lot more value!
He assisted me in saving about 10% of my annual contributions, increased the overall coverage by 5 years and increased my critical illness coverage by 20%.
If you are looking for a trusted financial professional that cares for your needs and listens to you, look no further!
BOOK A CONSULTATION
Hi there,
For a conversation, fill out your details below, and my team will be contacting you to arrange a meet-up as soon as we can.
