Ian Tan AIA Financial Advisor
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Ian Tan became a financial consultant during his second year of studies at NUS Business School. He discovered his passion for financial planning while helping his own parents prepare for retirement and noticed that many people lack important knowledge to ensure that they are retirement ready.
Since then, he has helped over 200 individuals and families in their portfolios closing the gap between their current financial situation and their desired goals. Using an asset planning framework, Ian helps people of all ages achieve financial freedom earlier than expected, typically by 5-10 years, through his professional allocation process.
Through his time planning for his clients, he realised that many do not possess the necessary knowledge to properly invest. Thus, he decided to write a book (The Independent Investor) that aims to provide a step-by-step guide on how to invest in a responsible manner, starting from the basics of financial planning and investment strategies, to understanding market trends and analysing risks. In his book, he emphasises the importance of staying true to one’s investment goals while creating a diversified portfolio, making informed investment decisions, identifying potential opportunities, and maximising returns in a responsible and ethical manner.
It all starts with proper planning. The goal isn’t to live forever, but to create something that will.
Ian’s advisory services are typically catered to medium to high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next- level wealth advisory with his personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you
To ensure that you live a life that outlives you, having enough at the end of time.
To ensure that all unnecessary expenses are low, while maximising your cash flow.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
In his extensive years in the industry, Ian realised that as people progress in life, their financial needs expand while time becomes more limited. Many struggle to find the time for proper financial education and wealth management. Financial and Estate Planning becomes a stressful process, often leading to family conflicts due to inadequate estate planning.
Transitioning into the new era of wealth management, Ian, guided by values of empathy and compassion, goes the extra mile to address the evolving needs of his clients. He believes that managing wealth should be straightforward and that complexity may not be the right approach. Ian’s strategy has helped clients save over $10,000 yearly, addressing common issues like overpaying for insurance or mortgage interest, and ensuring thorough estate plans for the legal, orderly, and timely distribution of assets. With a track record of assisting over 200 individuals and families, Ian’s approach focuses on simplicity, resulting in substantial savings and increased financial security.
In Just 20 Minutes, Ian will be able to help you unlock and identify unoptimized assets that you may have, to help you maximise your retirement income.
At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.
Reach out to Ian through the contact button below.
* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
