Jeffrey Tan

CWMP, AEPP®Deputy Director

Mr Zool Ihsan
Cabin Crew

"Jeffrey is a very dedicated person that knows his job well. Is always updated with current situations and gives timely feedback and well informed information to his client so the client is able to make sound decisions fast. He has been assisting my family portfolio for the past 5 years including protection and investment. I am very happy with his professionalism and his ability to help me make wise financial decisions. I have already covered up my insurance gaps which enables me to sleep well with all planning done. I have embarked on my passive income journey towards my retirement."


Ms Debbie Yip

"Jeffrey was referred to me by my friend. As early as our first meeting, I was already impressed by Jeffrey's knowledge but more so, his sincerity, passion for the job and his genuine interest in his clients' affairs. Therefore, he won my confidence and trust, and I decided to have him as my financial planner and look forward to many more years of his service."


Ms M K Choo

"I feel that Jeffrey is the best out of my 4 advisers in my experience with financial advisors. He has helped me to identify and fill up the insurance gaps which makes me feel comfortable that I am covered adequately. In the personal general insurance, he has been helping me get my best value quotes for my car insurance as well as travel insurance. Most importantly, he has helped me recover my past investment losses and turns into beautiful profits with increasing monthly passive income which I can use for my holidays without using my employment income. I am very happy that my friends whom I have referred to Jeffrey has provided me good feedback about his knowledge and how they have benefitted."

Mdm JT

Mdm Jasil Tan
Finance Executive
Kirkham Group Pte Ltd

"Jeffrey has always been a self-drive and self-motivated financial planner. In every review, he never fails in explaining the doubts I have and ensure that the information are advised clearly. With his jovial and self-confidence personality, I have ease of mind for each investments and new policies he has proposed; and he never fails to deliver to the next height level."

Mdm T

Mdm Tan

"Jeffrey is one who provides good detailed analysis of the investment and explained to me clearly. Glad that he has also helped me to covered all the gaps of my insurance and that is important to me and my family. Thank you Jeffrey."

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

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