"My mission is to help my clients live well – by safeguarding their successes, allowing them to focus on what they do best, and creating a legacy from their hard work."
– Grace Tay
Certification
Associate Estate Planning Practitioner (AEPP®)
Associate Wealth Planner (AWPCM) (need verification)
Hello, I'm Grace Tay
Associate Director
MAS Representative No. TLT300133943
"My mission is to help my clients live well – by safeguarding their successes, allowing them to focus on what they do best, and creating a legacy from their hard work."
– Grace Tay
Grace, affectionately known as the “Chief Freedom Officer” among her clientele, specialises in serving high-achieving professionals in the fields of medicine and law. With a robust background as a lawyer and a deep understanding of estate and succession planning, Grace offers a holistic approach to financial consulting.
Dedicated to alleviating the financial concerns of time-starved doctors and lawyers, Grace employs her unique ‘3M Process’—Minimising Unnecessary Expenses, Multiplying Surplus, and Maximising Idle Cash. This strategy not only secures a lasting legacy and a stable future for families but also empowers clients to achieve significant financial goals, enhancing both their wealth and well-being. Her comprehensive services extend beyond traditional financial advice, incorporating end-to-end estate planning as a licensed estate and succession practitioner with Precepts Group.
Grace’s philosophy revolves around creating peace of mind for her clients, allowing them to focus on their professional passions while she handles the complexities of their financial landscapes. Her work is characterised by a commitment to excellence and a personal touch that transforms financial planning into a pathway for sustained personal and familial prosperity.
Whether safeguarding assets or planning for unforeseen challenges, Grace’s expertise makes her a pivotal ally for any ambitious professional navigating the intricate world of finance.
Certification
Associate Estate Planning Practitioner (AEPP®)
Associate Wealth Planner (AWPCM) (need verification)
Achievements
Top of the Table
2024
Testimonials
She is genuine, sensitive, thoughtful, pragmatic, ethical, and above all - really clear!! She makes recommendations based on your best interest and, is not pushy or impatient when you have misgivings. I feel like I am in good hands now. I am also impressed by how she is continually augmenting her toolbox (i.e., getting estate planning certification, etc.) which convinces me that she is (1) here to stay in her current role, (2) truly passionate about what she does as she says, and (3) devoted to being an end-to-end partner to her clients regardless of wherever they are in their life phases.
Working with her is therefore a fuss-free, efficient, and reassuring experience. and suitable for people of any kind of financial literacy!
Throughout our collaboration, Grace demonstrated professionalism and dedication. Her clear communication and patient responses to my questions ensured I was confident in our decisions. In conclusion, I wholeheartedly recommend Grace for her exceptional skills, personalised approach, and outstanding customer experience. She is a trusted partner in financial planning, and I am grateful for her invaluable assistance.
Speaking to Grace has helped me to know that there are so many more options out there, and getting a policy from an agent does not mean that you must get the next one from the same insurance company. She has a repertoire of policies to choose from and there wouldn't be any that doesn't suit you. Getting financial advice could not come from a better person who knows her stuff and knows you. One of the best experiences I've had with an FA thus far.
Get to Know Grace
Get in touch with me
Let’s have a conversation about your future, life aspirations, and financial well-being.
