Hello, I'm Tan Kim Huat

Kim Huat is a financial consultant dedicated to empowering clients with the knowledge they need for sound financial planning, focusing not only on wealth accumulation but also on effective wealth distribution. His goal is to help clients achieve financial success smoothly, even in his absence. He believes retirement planning should allow for “retire freedom”—the ability to live an ideal lifestyle without the need to work.

Kim Huat upholds honesty and integrity, asserting that consistency in behavior is key to being a successful financial consultant. Building trustworthy relationships with clients, regardless of their background, is paramount. He also emphasizes lifelong learning, constantly upgrading his skills to better serve his clients, while encouraging them to adopt the same mindset.

He serves Mass Affluent, High Net Worth individuals, their second-generation, and professional expatriates. His approach is based on understanding clients’ financial goals both emotionally and numerically, helping them focus on their “why” behind financial aspirations.

Kim Huat believes in approaching financial planning with an infinite mindset, rather than self-imposed limitations. He takes pride in educating clients and transforming skeptics into strong advocates of financial planning. Though capable of retiring, Kim Huat enjoys his work and intends to continue helping clients as long as his mental capacity allows.