Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Ken Tan

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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.

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

Do them before the end of the year.

Freedom from the money culture | Lynne Twist | TEDxBerkeley

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Proudly Brought to You 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.
Ken Tan

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Testimonials and Referral Notes

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Dayantha, Software Engineer

Ken is a professional financial consultant. He is very friendly and understands your requirements. He will offer his time and knowledge to manage your finances. I highly recommend him.

Justin Tan, Software Engineer

Ken is incredibly transparent about policy terms. He focuses on identifying my actual protection gaps rather than just trying to hit a sales. Ken is my go-to for insurance because he’s efficient and honest. He respects your time and your wallet, focusing on the right protection rather than the most expensive plan.

Jude Lim, Medical Social Worker

I met Ken at a roadshow – I’m not someone who enjoys getting approached by insurance agents, but he was patient and kind, not pushy about just selling products. Three years on, he is a trusted advisor and friend. He plans for me at my pace, and I feel comfortable enough to communicate openly with him about my financial needs and goals as they evolve. During the more intense seasons of the COVID pandemic, I can fully focus on other aspects of my life such as work, fully trusting that Ken is taking care of my portfolios and plans. If you’re looking for anyone to provide financial advice that you can relate to, Ken’s your guy!

Emaine Tay - Retail Sales

Feel very safe under his care as he never hard sell or recommend me policy that I do not need. Gave very good advice and recommendations according to my needs. He will always give 100 or rather 200% effort and attention. 今后还是一样，麻烦你了

Aini, Legal Secretary

Ken is very detailed, listening and understanding my plans and budget to plan out accordingly. He explains all my insurance plans patiently, answering every question and helping me see other future options. Client-oriented and not pushy at all, he gives great advice and suggestions to stay on top of my finances.

Cecilia Chew - Cabin Crew

This covid period really is a wake up call for most of us to get ourselves better insured - because you can never predict the future on what's going to happen next. What's better than looking for someone that's in the field for many years, reliable and comfortable asking questions that I find myself too stupid to ask. (lol) Hit him up if you're looking to review/upgrade your existing policies guys! Super friendly Financial Consultant that's willing to go extra mile for people!!