Hello, I'm Gladys Tan

Gladys believes that true financial planning is about empowering every dollar to fulfill its highest potential. With a strong commitment to guiding clients towards informed, values-aligned decisions, she presents tailored solutions that resonate with each individual’s unique journey.

Inspired by the wisdom of Edmund Hillary — “It is not the mountain we conquer but ourselves”—Gladys approaches financial planning as an inward journey. One of her exceptional strengths lies in her ability to help clients overcome internal obstacles, identify blind spots, and address overlooked aspects of their financial lives. This ensures a holistic and thoughtful approach to their planning.

Her focus on risk management, including the importance of emergency funds and diversified portfolios, reflects her dedication to safeguarding her clients’ financial well-being.

Beyond her role as a financial consultant, Gladys is passionate about making a positive impact on the world. Her community efforts in Nepal embodies her belief in using resources for the greater good, encouraging others to create a ripple effect of positive change.

An adventurer at heart, Gladys often invites clients to join her in outdoor activities and community projects, fostering a deeper connection and shared sense of purpose. Her clients value her for her integrity, the depth of her insight, and her unwavering dedication to their financial and personal growth. Grateful for the trust placed in her, Gladys draws daily inspiration from the chance to make a meaningful difference in their lives.