“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.”
– Suze Orman
Hello, I'm Aaron Tan
Financial Consultant
TBL300454686
“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.”
– Suze Orman
Aaron always knew he wanted to be a wealth adviser, even when wealth advisers did not exist as an available career option in 1998. Hence, he started his financial career with an insurance company in Singapore, thinking that it would provide him with the relevant skills as a wealth adviser. Aaron picked up the ropes relatively quickly and was the second rookie agent of the year. By his third year, he was among the top 25 producers of that insurance company.
Unique offerings, client demographics, planning philosophy, what keeps you going on etc..
Certifications
xx certified
AEPP® certified
CFP®
IBF Advance
Achievements
Million Dollar Round Table (MDRT) Qualifier, 2009-2024 Awarded Financial Adviser Representative of the Year
Million Dollar Round Table (MDRT) Qualifier, 2009-2024 Awarded Financial Adviser Representative of the Year
Testimonials
My long-term goal is to return to Indonesia to help out with my dad’s business. As a fresh graduate, I wasn’t sure how to plan and achieve this. Stephanie guided me through the big picture, and what it takes to secure my future and my goal. I learned that we’re never too young to start our retirement fund. I am happy that Stephanie has my safety net set for me and I can pursue all my goals.
I have never met a financial adviser like Swee Yan. Swee Yan ensured that my concerns and priorities are met; and it’s in areas beyond financial planning. Swee Yan helps me in my personal growth, so that I can advance in my career too. I am definitely committed to working with him for the long term!
I reached a roadblock in my career and I was not feeling confident. Melvin showed his concern and patiently guided me through a self-discovery process. In the end, I achieved my dream career, a healthier lifestyle and an improved well-being. Now I face challenges head-on with a growth mind-set. Melvin set me up for the breakthrough in my career and giving me the best coverage and benefits!
I used to have no savings and felt rather hopeless regarding my financial future. Wenhao’s detailed and meticulous planning for me now, allows me to save every month. Wenhao gives me the confidence and hope that through proper financial planning, my family and I will be secured for life.
As an educator, I seek to impact the lives of my students and I can only do so if I have clarity for myself. Chun Wei went above and beyond by guiding me through a personal development process, which gave me directions for my career and life. His encouragement and patience has made me a more effective teacher and colleague at work. Chun Wei is my adviser, life coach, and mentor!
Zong Jie has been with me at every important stage of my life. He works closely with me to customize solutions for every need that my family and I have. Through his planning process, I received coverage that I would otherwise have not been able to get. I've engaged many advisers, but Zong Jie is the only one I trust to take care of my family's financial needs.
I had the same insurance adviser for almost 20 years before meeting Wendy. It is never too late to review and optimise existing policies that we have. Wendy is always willing to share and teach us what we need to know about our financial needs. Wendy came into our lives at the right time to help with our finances. We trust her completely and it has been a great journey with Wendy and finexis.
The financial consultants I met either had restrictive products or were being “pushy” in getting me to buy products I don’t need. Max didn’t force me to buy anything but I was sold at the end of our conversation. He lowered my premium by 53% and increased my overall coverage by 600%. I was skeptical of financial consultants, but Max is sincere and full of positivity.
I have experienced financial agents selling me products within their company, which doesn’t give me a variety of options. Daphne provided me with better options and suitable products. As a result, I achieved a reduction in my premium by 27% and increased my coverage by 205%. Daphne is passionate, helpful, and my role model. I really look up to her.
Chun Wei has always been someone who genuinely cares for the people around him. Chun Wei’s caring and sincere approach gives me the peace of mind and trust I need to invest my money. He has gone above and beyond my expectation, not just as a financial adviser, but in also helping me gain a competitive edge in my career.
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