Our People

John Tan

Wealth & Retirement Planning Adviser

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A Senior Financial Adviser with a structured and client-focused approach to financial planning. With extensive experience in wealth management and risk advisory, he/she works closely with clients to develop clear, strategic, and long-term financial frameworks aligned with their personal and business goals. Guided by principles of clarity, responsibility, and consistency, he/she is committed to helping clients make confident financial decisions built on structure — not complexity.

Other People

Wealth & Retirement Planning Adviser

Daniel Lim, CFP®

Senior Financial Adviser

John Tan

Wealth & Retirement Planning Adviser

Marcus Wong, ChFC®

Wealth & Retirement Planning Adviser

Marcus Wong, ChFC®