Jason Tan Cs Email & Phone Number

Singapore

With more than 20 years of experience in the financial industry, I am dedicated to crafting personalized strategies that secure financial well-being and peace of mind for individuals and corporations alike. For individuals, I specialize in Retirement Planning, Legacy Planning, 3-Generation planning, and Effective Asset Allocation—all tailored to meet your specific needs and goals. For corporate clients, I offer strategic programs such as Keyman Insurance, Golden Handcuff Packages, and Comprehensive Employee Benefit solutions to safeguard and motivate your team.My qualifications as a Certified Financial Planner Practitioner, Chartered Financial Consultant, and MDRT Qualifier, along with my Bachelor’s degree in Economics and Finance, ensure that my clients receive expert advice grounded in both knowledge and experience. Every plan we develop is bespoke, created to support your financial aspirations with insight, precision, and care.We believe in giving back and empowering the community through our Team Social Responsibility (TSR) initiative. As part of this effort, we offer customizable lunchtime talks at client offices to educate, enrich, and empower employees with vital financial knowledge. These sessions are tailored to raise financial literacy and foster a culture of financial awareness within the workplace.Let’s work together to build a secure financial future—for today, tomorrow, and the generations to come.

Singapore

Manage the general operation in WAB Lab and also a community of high performing corporate sales professional & their business unit.

Singapore

Joining this Financial Services Industry in 2002 and leading a team of dedicated Practitioner, I have worked with many individuals and families in designing their financial programme, such as on risk management, wealth accumulation (in areas of investment planning as well as retirement planning), wealth management and also on wealth distribution. I'm also a trainer and speaker and is often being invited to Government Organisation, Small & Medium Entreprise as well as Multi-National Corporation to share on our FE3 Programme, which consist of 8 modules that cover: • Basic Financial Planning • Insurance Module • Hospital & Surgical, and Long Term Care Module • Investment Module • Retirement Module • Understanding CPF Module • Wealth Transformation Module • Unlocking Wealth Module I completely understand that the needs of a given individual, family unit and organisation differ from that of others based on an array of different factors interacting to different extents. That’s is why I provide customised sessions to ensure a best fit. Contact me to learn more.

Specialise in conducting motivational / financial / sales training or seminar and also hosting events, both for local and in overseas clients and in English and in Mandarin.International Training / Speaking Experience:Hangzhou 杭州 - Shenyang 沈阳 - Chongqing 重庆 - Macau 澳门 - Bangkok 曼谷 - Dubai 迪拜Singapore Training / Speaking Experience:DWG Real Estate - Health Sciences Authority (HSA) - Singapore General Hospital (SGH) - Central Provident Fund (CPF) Board - Singapore Changi Prison Services - United Microelectronics Corporation (UMC) - Cggveritas (CGG) Hub - St Micro - The Ritz-Carlton - Sulzer Chemtech Pte Ltd - YTC Corporation - Renesas Electronic Singapore Pte Ltd

Singapore

Providing advise on risk management for my client using Manulife Insurance as a tools and also assist them to accumulate their wealth and reach their financial goals and objectives with Manulife Wealth Accumulation Programme.

Singapore

Being in an Independent Platform, I will be able to assist and provide advice and comprehensive solution to my client:- Risk Management- Wealth Accumulation- Wealth Management- Wealth DistributionIn my 6 years period in IPP Financial Advisers Pte Ltd, I had helped many individuals, families and business owners in protecting their assets and managing their financial as well as investment portfolio to walk with them to achieve their goals and objectives.

Singapore

Representing HSBC Insurance (formerly known as Keppel Insurance) and helping my clients in protecting their assets - using HSBC Insurance and also achieving their financial goals, such as retirement planning and children education planning.

Bachelor Of Business, Economic & Finance

Diploma In Accounting & Finance