TAN SOON GUAN

I joined the financial advisory industry in 2022. Being a NTU Accountancy Graduate, I have a great interest in and understand the importance of financial planning, especially investment and retirement planning. Using my knowledge and with the help of my seniors and leaders, I can curate a detailed strategy to help people retire 5-10 years earlier. I feel that this career allows me to have a positive impact on more lives.

Be sincere, be genuine, and be there during critical times.
It is important to be sincere and genuine by recommending the most suitable solutions for each person. I am not just a financial consultant, but also a friend to my clients, whom they can trust and confide in during times of emergency.
I have guided and helped many people build a sustainable passive income portfolio. I have also ensured that many people are well protected to prevent them from suffering excessive loss of wealth and income. These are the most rewarding and fulfilling aspects of my career.

The ability to give my best to service my clients, ensuring they are well taken care of, motivates me to work harder. In the future, I hope to continue to touch on many more lives and be able to have my team of like-minded people who have the same aspirations as me. The most important traits that I look for are those who are driven, ethical and have the heart to serve. We are striving to be in this industry for the long term so these traits will guide us in doing what is right and the best for our clients. This will ensure the sustainability of our relationships with our clients.

Accolades

For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

To learn more about us, visit

AIAFA.COM.SG