Hello, I'm Julian Tan

Julian is an experienced and seasoned team leader and financial consultant known for his holistic approach to financial planning. With 18 years of experience, he specialises in creating tailored financial strategies that not only manage wealth but also align closely with individual aspirations and values. His client base includes professionals, senior management, and business owners, whom he assists in navigating complex financial landscapes.

Understanding that financial planning is more than just numbers, Julian delves deeply into his clients’ goals, dreams, and attitudes towards money. This personalised approach ensures that each financial plan is robust yet adaptable, empowering clients with the confidence to make informed decisions and pursue their dreams with peace of mind.

Driven by the satisfaction of broadening his clients’ perspectives, Julian’s expertise helps them look beyond immediate concerns and make strategic choices that benefit their long-term financial health.

With this firm belief, well-curated structure, and passion for helping others achieve their full potential, Julian also inspires his team with the same values. He has successfully helped build sustainable and meaningful careers, with the majority of team members achieving the prestigious Million Dollar Round Table accolade.