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Aaron Tan

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Aaron Tan
 
 
 
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WhatsApp me at +65 97684131   
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Testimonials and Referral Notes

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Muhammad Hamzah

Have known Aaron for a few years now since he took over the servicing of my policies from his friend who left the industry. He is very solution oriented and provide recommendations of policies that suits my requirements in the long run. He is always ready to share his views and thoughts and will let you think through it before buying any policy. 👍👍👍

Joelle Chong

Aaron has been in the industry for quite sometime, journeying with professionals and mentors. He has really helped me with lowering my premiums and increasing my coverage! He is also really dedicated to ensure that I managed to take full advantage of the situations at hand and ensured I got the best! 😁

Yap Kah Beng

Aaron is a professional, friendly, patient and helpful finance specialist with a great wealth of knowledge and experience in his field. Highly recommended if you’re looking for any sort of financial expertise, he has it all. Overall, I can only say excellent. Thumbs up 👍🏼

Tay Bee Ling

Am impressed with Aaron's super prompt and efficient service. He thinks very fast, provides sharp analysis and quick solution to improve my coverage as well as cash flow asset. With his leading, I am confident to retire comfortably, be a blessing not a burden. Grateful for Aaron, he is my one stop solution for financial and estate planning. I fully trust his ability, sincerity and passion to serve his clients.

Jeffrey Lim

I have been good friends with Aaron for over a decade and I must say that he has been a great help to me in terms of my financial and portfolio management. He has shared with me certain financial strategies which made a lot of sense and not only did I save on premiums, I actually benefited from the increased in coverage by about 10%, disability coverage from a limited time to lifetime as well as an option to withdraw some retirement income in my later years. I have to thank Aaron for his efforts and time to compile and analyse through my financial portfolio. Without his expertise and advice, I would not have an enhanced and optimized portfolio. Do speak with Aaron on your financial matters and I can assure that he will do an excellent job for you.

Bryan Lim

I have always wondered, whether the premiums of my financial portfolio is worth the value that I am paying for? After going through a detailed analysis with Aaron, I realised that it was possible to have similar coverage and still save significantly. Aaron does a really good job in advising me on how my existing portfolio could be enhanced and improved further without much financial stress. In the end, I managed to save on my premiums by close to 3 times! If you have not met Aaron before, I would suggest that you take some time off to have a word with him. I am certain that he will bring value to the table and not disappoint you!