Education / Professional Qualifications
- B. Eng (Hons)
- Associate Wealth Planner (AWP®)
- AEPP®
- Master Fund Advisor(MFA)
Awards
- MDRT 2021
- COT 2022
- Achievers Club 2019, High Performance Club 2020
- Platinum Club 2021
Sam TanSenior Wealth Management Consultant
contact details
Education / Professional Qualifications
- B. Eng (Hons)
- Associate Wealth Planner (AWP®)
- AEPP®
- Master Fund Advisor(MFA)
Awards
- MDRT 2021
- COT 2022
- Achievers Club 2019, High Performance Club 2020
- Platinum Club 2021
Sam is an experienced financial advisor with over 8 years of expertise in providing comprehensive financial planning and investment management services to both individual and corporate clients.
He is well versed in both the Personal and Corporate Financial Advisory space, specialising in key areas such as Investment, Retirement and Estate Planning for Individuals; Keyman and Business Buy-Sell Agreements for SMEs. Being in the FA (Financial Advisory) platform, he has helped more than 400 clients achieve their financial goals, through providing holistic solutions from a multitude of financial partners.
Conferred with the Certified Financial Planner (CFP™) certification, he strongly adheres to the high ethical and professional standards for the practice of financial planning. It is his personal belief to act as fiduciary and in the best interest of his clients.
He is also a member of the Financial Planning Association of Singapore, an industry association that is a partner of MoneySENSE, Singapore’s National Financial Education programme.
WHY CFP
The Global Symbol of Excellence in Financial Planning The CERTIFIED FINANCIAL PLANNER™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
CERTIFIED FINANCIAL PLANNER™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics,
pledging to provide financial planning in the interests of clients and with the
highest ethical and professional standards.
Wall of Trust
“GENUINE, TRUSTWORTHY AND POSITIVE”
A close friend introduced me to Sam as I wanted to plan my retirement finances better. Even though I had worked with many other advisers and bankers, I still felt the most comfortable with him because of his friendly demeanor and his ability to simplify many complex financial concepts and products. He shared many real-life examples, practical tips and insights from his experiences working with other retirees which were very helpful in guiding some of my financial decisions. With his assurance, I am much more confident of my retirement finances today. Beyond financial planning, I find Sam to be a very genuine, trustworthy and positive person, which makes it very enjoyable working with him. Till date, I have recommended his services to more than 5 of my friends and would like to wish him greater success in his career.
– Seaw Choon
Dean, Hwa Chong Institution
“INTEGRITY AND SPIRIT OF EXCELLENCE”
I first got to know Sam as my student. Back then he was still very new to the industry. But he stood out from his peers as he was committed to becoming the best he could ever be in the industry. On his social media, he would constantly call out scams and unethical practices. In fact he was fondly known as the scam buster. It was because of his integrity and spirit of excellence that led me to seek him out years later to teach me how to invest. He took it really seriously because I ended up attending a 2 hours investment 101 class. Picked up so much insights that I went ahead to plan my retirement using his strategy.
– Eric Feng
Director, Known Loved Respected Pte Ltd
“NOT AFRAID TO CONFRONT DIFFICULT SITUATIONS”
I met Sam a few years back while I was in Singapore for a work stint. As an insurance professional myself, I had high expectations and standards before purchasing any life insurance options. Sam was willing to meet multiple times, make comparisons across competitors, answer my questions promptly, patiently and diligently. Glad to say I purchased my Whole Life Insurance with Sam for my protection needs.
Fast forward a few years later, I’ve seen him grow tremendously as a financial adviser. Two things that stand out for Sam are:
1. His willingness to learn and listen, and is not afraid to confront difficult situations if it arises.
2. Regular check-in and care for his customers as he sends regular important updates and information.
I greatly appreciate his work for me till date and look forward to greater future collaborations with him.
– Evi Tedjasukmana
Chief Business Officer, Digital Solutions at Munich RE