TAN XIN LIN MAGDALENE

TAY SHI GUAN-RAY TAN ORGANISATION
ADVISORS ALLIANCE GROUP

Upon graduation from NTU Business, I was a Human Resource and Information System Consultant for 2 years. What got me curious about the financial advisory industry, and particularly AAG, was when I witnessed the personal growth my friends experienced in the company. After meeting and getting to know my leaders, I was drawn to the mindset and heart they have for the people around them. I saw them as mentors and told myself that I would be happy if I could just emulate 70% to 80% of who they are. I decided to follow in their footsteps and take the leap of faith into the industry. I also have a strong conviction towards the importance of protecting oneself, and strongly believe in financial planning regardless of age.

Find role models to be the person you want to be.
I have my leader to thank for being my greatest inspiration as a financial consultant. He led the way in showing me what mental resilience, grit, lifelong learning and pride in one’s work look like. I learnt how being a financial consultant is not about selling products; rather, it’s about being a friend who professionally prescribes solutions after analysing every person’s unique situation.

Be a human first.
In a people-centric business like financial advisory, it’s important to be human first. As they say in Chinese — 先做人，后做事。Anyone can sell you products but not everyone will be willing to sit down with you and be a friend and walk through your concerns and finances. The real game begins after the actual sale. Hence, it is important to be with someone you trust and feel comfortable approaching.

Stay grounded and humble.
Financial consultants, regardless of seniority in the business, should always stay grounded and humble even after achieving certain milestones. We have to constantly remind ourselves that the signing of a contract is a promise, and that the money we are handling is our clients’ hard-earned money. Throughout this roller coaster ride through life, we have to know our identity and the reason why we decided to join the business. It is important to know that we are in a people’s business, and we should take pride in our work, and be proud of what we do. We are in a business where we educate and make the lives of other individuals better.

Accolades

AIA FA Prestige Club (Titanium) 2024 and 2023

AIA FA Prestige Club (Platinum) 2022

AIA FA Prestige Club (Gold) 2021

Million Dollar Round Table 2024, 2023 and 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022 and 2021

100 IDA Team Award 2024, 2023, 2022 and 2021

Associate Estate Planning Practitioner (AEPP®)

Certified Estate Planner

Bachelor of Business (Human Resource Consulting with Honours)

TESTIMONIALS

Abi, Lawyer

Mag is the best financial advisor one can ask for. She is knowledgeable, sincere and always patient in answering our questions. Mag doesn’t simply push random policies on you but rather lets you know the areas of policy coverage that you are lacking and recommends suitable policies within your budget. Furthermore, Mag always checks up on us every few weeks to do a review to make sure everything is up to date. Besides making sure we are well covered in terms of insurance, Mag also makes sure we grow our financial portfolio by educating us on the various savings/endowment policies as well as investment opportunities. Mag is passionate about her job and never fails to prioritise her clients’ needs. I wholeheartedly believe Mag is definitely the person one should go to if one needs financial advice!

Nicholas, Engineer

In my opinion, Financial Advisor is someone who listens, understands clients’ needs and proposes a customised yet realistic solution to cater to what’s best for the client instead of proposing the best product available. Magdalene is a passionate and driven individual who checks the aforementioned criteria. She exhibits utmost professionalism by perfecting the client’s portfolio to the best of her capability and is always responsive when her assistance is called upon. She is definitely a professional I can depend on for any financial assistance, and I have no reservation to recommend her to my family and friends.

Jing Xuan, Investment Banker

I purchased my first life insurance (including early CI), hospitalisation and accident plans from Mag in 2020. Throughout the past 2 years, Mag is a really responsible financial advisor that is prompt in responding to all the queries/claims that I have and doing regular check-ins with me despite my heavy work schedule. She is really knowledgeable as well in terms of the different products and would recommend the suitable ones that fit my financial situation. 5/5 stars for my experience so far 🙂

Priya, Senior Consultant

The words thoughtful and reliable perfectly describes Magdalene as a Financial Advisor. Magdalene fully understood my financial commitments and life goals before proposing an insurance plan for me. This increased my trust and respect for her and I was very happy to engage her as my FA. She follows up on me on an annual basis to understand if there are any changes to my lifestyle or goals. Magdalene made a positive influence in my life and changed the way I looked at my finances. She truly cares about her clients and goes over and beyond to educate them on managing their money. I wish her all the best in her future endeavours!

Get in Touch

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Email

connect@aiafa.com

Phone

1800 248 8000

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