This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Jeffrey Tan

Associate Director,
Financial Advisory Group

MAS Rep No. TEL200165822

My Specialities
  • Estate Planning
  • Investment Planning
  • Life Insurance Planning
  • Mortgage and Business Loans

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About Me

Jeffrey Tan was the LONGEST servicing agent of HSBC INSURANCE with more than 20 years of industry experience before joining Financial Alliance.

His previous achievements include 3 times MDRT and 2 times GAMA International Leadership Award (Silver).

He aspires to bring along his accolades and experiences to start a new chapter of his career in an Independent Financial Advisory Firm to benefit clients with more choices and holistic planning. He and his team of professional advisory representatives are proud to balance quality advice and productivity in their work.

His current focus is in "WILL" - Wills, Investment, Life Protection & Loans.

He is an avid volunteer, being the Chairman of the National Christian Ministry for Singles (Equivalent to SDU) for the last 3 years with a total service of 8 years and a Counsellor of the Prison Fellowship of Singapore for close to 20 years.



Educational Qualification
  • Graduate Diploma in Marketing Management (SIM), Chartered Institute of Marketing (UK)
Professional Qualification
  • Associate Wealth Planner (AWPCM)
  • Associate Financial Planner (AFPCM)
  • Diploma, Singapore College of Insurance (Life Insurance)
Awards/Recognition received
  • Million Dollar Round Table 1998, 2000, 2005