Hello, I'm Gerald Tan

Gerald is a dedicated financial consultant who focuses on empowering his clients with the knowledge and tools they need to make informed financial decisions. With a specialisation in tailoring risk strategies to safeguard assets and building investment portfolios designed to withstand market volatility, Gerald ensures that each client’s financial portfolio is robust and resilient.  

Gerald’s planning philosophy is centered on providing comprehensive and personalised strategies that align with his clients’ needs. He works with a diverse range of clients, including locals and expats at various life stages—young professionals embarking on their careers, established families planning for retirement, and business owners seeking tailored financial advice. By leveraging finexis’ extensive network of insurance partners and institutions, Gerald offers well-rounded recommendations tailored to each individual.

Known for his accessibility and promptness, Gerald treats his clients like close friends, fostering relationships that are built on trust and respect. Always available to address questions or concerns, he ensures his clients experience peace of mind and clarity throughout their financial journey.

Gerald’s passion for his work is driven by seeing his clients’ happiness and freedom to pursue what they truly value, unburdened by financial worries.