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Aaron Tan

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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I seek to reach out to people who believe in safeguarding the interests of 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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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. πŸ‘πŸ‘πŸ‘

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 πŸ‘πŸΌ

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!