Hello, I'm Leonard Tan

Financial Consultant

MAS Representative No. TYA300633870

"A Joy Shared Is A Joy Made Double"

– John Ray

I believe that happiness lies in good planning and I have made it my personal mission to provide the best service to people that I come in touch with. To me, trust is a very important part of my relationship with my clients.

I embarked on this journey because I wanted a purposeful role that can impact lives beyond financial advisory. I was previously a client under finexis and seeing how they provide highly personalised advice catered to the client made me highly confident that I will last long and grow with them.

I specialise in managing private wealth for families, focusing on growing and protecting their assets for future generations. It’s more than just investment management—it’s about creating a tailored strategy that aligns with the family’s long-term goals, values, and legacy, ensuring smooth transitions through generations. Working closely with business owners, I provide cost reduction strategies for their risk solutions and complement their Business Continuity planning.

Working closely with my team at finexis, I provide strategies for:

1) Holistic wealth planning

2) Personal risk management

3) Healthcare & hospital coverage

4) Networking and direct referral for job opportunities

5) Commercial and Business risk management solutions

6) Home, Car, Travel, Domestic worker and Foreign worker coverage

Engineer your life the way you want it.

Testimonials

Leonard is very responsible and has taken good care of my needs. He takes the initiative to meet and catch up with me and provided me with advice. He is very contactable and reliable when I needed urgent help. I am glad that my wife and mother-in-law can meet Leonard as well. I hope to meet up more often and I thank him for his professionalism!

I highly recommend Leonard as the financial advisor and planner for practical advice that is tailored to lifestyles and needs. He helped me find the best products that made the most out of my money. Moreover, Leonard has made claim processes fast and stress free. I am confident in his advice and prompt follow-ups.

Leonard has been a great consultant to be with. He is definitely caring, detailed and does his best to assist and review each case to ensure the best possible outcome. Till date, he has helped me - (1) Assessing and logicalize for me on the benefits and disadvantages on term policy and convinced me that’s the best choice out of all for my case. (2) Introduced to me a low cost PA policy to ensure no overspending was made on each of my portfolio. All in all, I would definitely encourage everyone to hit him up for a chat/review, and thereafter decide if whatever that’s proposed suits your case (given that everyone’s situation is different).

Get in touch with me

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

"A Joy Shared Is A Joy Made Double"

Hello, I'm Leonard Tan

Financial Consultant

MAS Representative No. TYA300633870

"A Joy Shared Is A Joy Made Double" ​

Testimonials​

Get in touch with me

"A Joy Shared Is A Joy Made Double"

Testimonials