Hello, I'm Cheryl Tan

Associate Director & Practice Mentor

MAS Representative No. CTY300122574

"I Cherish Long-Term Partnerships Built On Mutual Respect And Trust, Whether Financial Or Personal."

– Cheryl Tan

Cheryl is a dedicated financial consultant with four years of experience in the industry, following a successful career as an IT recruiter. Feeling limited in her ability to make a real impact as an employee, Cheryl transitioned to financial consulting to build deeper, more meaningful relationships with her clients. She values long-term partnerships where clients can rely on her for both financial and personal advice. For her, these partnerships, are like friendships, and should be built on trust, respect, and authenticity.

Specialising in working with young professionals, particularly those in IT, Cheryl focuses on helping them establish a solid financial foundation early in their careers. Her approach centers on aligning financial strategies with clients’ needs, avoiding unnecessary expenses, and guiding them toward achieving financial freedom 5-10 years ahead of their peers.

Known for her genuine commitment to client success, Cheryl delivers concise and actionable advice, making financial planning accessible and straightforward. She believes transparency is key to fostering trust and ensures her advisory process aligns with her client’s priorities and goals. Driven by continuous learning, Cheryl is always expanding her knowledge to provide the best guidance and support for those she serves.

Achievements

Million Dollar Round Table
2024

Million Dollar Round Table
2023

Million Dollar Round Table
2022

Million Dollar Round Table
2021

Testimonials

The first word that comes to my mind to describe Cheryl is "enthusiastic". This is something I felt from listening to her sharing about the various forms of coverage we need in life. I feel her conversational approach is what sets her apart from others who may want to jump straight into their recommendations after reviewing a client's position, without hearing the client's side of the story. Cheryl goes the extra mile to make extra comparisons was something I appreciated. I will recommend Cheryl to my friends as long as a suitable opportunity comes about!

In terms of financial advisory, I feel that the company works towards being the partner you can trust with major decisions like this through well-thought-out, curated plans from a variety of providers to suit the client's needs. This takes the heat off for many, who do not have enough time and/or knowledge to look everything up on their own.

Cheryl was mentioned to me by one of my close friend,. I was honestly skeptical at first because it's insurance and I was always under the impression it was unnecessary as I was covered under company insurance and was approached by many other insurance agents who were selling me extremely pricy, general non tailored insurance. Upon meeting Cheryl she took the time to explain where she was coming from and what she did differently which took me by surprise as she offered options from a wide variety of insurance partners, not just one competing for the best of the best in terms of pricing.

I told her what I needed and she came through with flying colours. Honestly I just am forever grateful for her services and would hands down vouch for her to anyone wanting an experienced and versatile consultant.

Having worked with Cheryl in our previous place of employment, l've seen firsthand her dedication and effort she placed in her work. She's a tenacious and determined consultant who expects the best out of herself to provide optimal service in accordance to her clients' needs.

Cheryl understands the importance of cultivating good relationships with her clients and she has never pressured anyone into making uncomfortable decisions. Seeing her transition to her new role with relative ease, it's evident that previous experience and proficiency with handling clients are paying off. As someone new to the concept of insurance and wealth planning, I know that I'm in good hands with her as my consultant.

Get to Know Cheryl

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Let’s have a conversation about your future, life aspirations, and financial well-being.