About Me
I'm Belle Tan, a passionate Financial & Wealth Advisor dedicated to helping my clients thrive today and in the future.
With a background as a teacher turned banker, Financial Planning is the marriage of what I love most...both educating and finance.
I live a purpose-driven life and this is what I want for you...purpose-driven planning today that will impact you and your family's lives.
Whichever stage you are at in your financial journey, I am always keen to review your current position and see how we can work together to improve your future.
Wherever We Are in Life....
-
I'll guide you through the complexities of your financial position now & in the future.
-
No matter what stage of life you are at...
-
or your current financial position...
-
I am here to help you grow.
SERVICES & EXPERTISE
My services include but are not limited to:
RISK MANAGEMENT & PROTECTION
You likely have some form of insurance but is it enough for your needs and for your circumstances.
WEALTH & INVESTMENT MANAGEMENT
I will guide you as we develop a plan to grow your wealth to meet your future needs.
TESTIMONIALS FROM MY CLIENTS
I hope you will be around for a long time...You are definitely better than any RM (Relationship Manager). Because you really look after my portfolio.
Mdm Ng, 63
Retired
Belle is serious and knowledgeable about the financial markets and has a heart for her clients. I am glad to partner her to grow my money for a better, brighter future.
Eve, 28
Banker
I was apprehensive about Investments but Belle proved to me that it is not just about time in market; choosing the right advisor for my wealth journey is important too. I am glad I have her!