TAN GUAN MING IAN

In just over a year and a half, I have provided financial planning for more than 200 individuals and families. I’ve stayed committed to assisting a broad spectrum of clients, from my circle of friends and relatives to the wider community. My approach includes using innovative tools such as “Adulting: The Graduate’s Starter Pack” and “Retirement Roadmap (Mahjong Edition),” which have proven effective in guiding young professionals and those nearing retirement.

My methodology centers around an asset planning framework designed to help people achieve financial freedom earlier than they anticipate, often by 5 to 10 years. Clients often commend me for my depth of expertise, humility, and easygoing nature, which make the complex process of financial planning more accessible and effective. They appreciate how I work to bridge the gap between their current financial status and their long-term financial goals.

The greatest goal of my career is to collaborate with individuals who are as driven and passionate about financial planning as I am. I strive to transform the public’s perception of the financial industry and to mentor and develop future financial advisors. My goal is to foster a supportive and collaborative environment that not only promotes professional growth but also enhances the overall quality of service provided in the industry. By building a team of dedicated professionals, I aim to raise the standards of the financial advisory field and enable more people to meet their financial aspirations.

Accolades

For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

To learn more about us, visit

AIAFA.COM.SG