Tan Chin Yi, Cfp®, Aepp® Email & Phone Number

Tan Chin Yi, Cfp®, Aepp® is a Mortgage Maverick at Redbrick Mortgage Advisory. They possess expertise in financial advisory, portfolio optimization, c, policy analysis, insurance and 17 more skills. Colleagues describe them as "Chin Yi is a very patient, client-oriented and caring financial consultant. He really puts his client’s needs and concerns at the center of his attention. And he’s very patient to listen for my needs and wants and planned out detailedly for me. He is also concerned about my existing health conditions and insurance and even advised on how to adjust my existing plans to my benefit. He also shared the best plan suited for my situation and took time to use Goalsmapper to project the results of my different decisions. He doesn’t push for any plans but even advised for my current situation my plans are enough for now. I’ve never met any financial consultants who is so client-oriented and I feel so safe to have him as my consultant! Will recommend him to my family and friends! Very rare and precious consultant!! " and "I got to know Chinyi through my friend's recommendation during my research on policies. I'm satisfied with the policies as recommended by Chinyi as they are well tailored to meet my coverage needs and budget for a long run. Chinyi shared his strategies generously on the long term life planning and investments that are beneficial to my financial portfolio during the first meeting. The experience did not felt like just a buying/selling process but more of learning and understanding the art of financial planning with Chinyi. For that, i would highly recommend to those who wish to receive the same benefits as me. "

Listed skills include Financial Advisory, Portfolio Optimization, C, Policy Analysis, and 18 others.