Joanna Tan graduated with a Bachelor in Banking & Finance and Marketing with First Class Honours from Nanyang Technological University.
Having been in the Financial Advisory Industry since 2012, Joanna strives to create value and pursues the best practice for her clients. She is a Certified Estate Planner and is known by her clients for her Estate Planning Services. As a passionate and analytical person, Joanna works with the Products and Advisory Support Team to conduct various product research and comparison work.
"Dedicated, detailed and task-oriented. Joanna excels in her craft and goes beyond her scope of work to provide holistic financial counsel and advice. She is an excellent communicator and is completely transparent in her methodologies. Ultimately, Joanna is a trusted subject-matter expert and will work with you to achieve your financial goals."
"I got to know Joanna from a friend who recommended her to me as I was looking for a reliable financial advisor. Joanna communicates well and understands my financial needs. Everything was transparent. Her comparisons were thorough and detailed. She also uses clear strategies which helps me in choosing the right plans for my financial needs and I highly recommend Joanna whenever possible."
"Joanna is a detailed person. She reviewed my existing insurance policies thoroughly and shared with me the gap. She recommended financial products to me without pushing to close the deal. She is a great estate planner and I had a pleasant experience dealing with her."
"Joanna is a professional and knowledgeable advisor. She recommended financial products that were suitable for me and pointed out areas that might be lacking in coverage . Also, she made a constant effort to remain objective when it comes to comparing with rival policies and their coverages. Thank you for your great work!"
"Joanna helped my husband and I through our estate planning and advised us on our insurance. She is detailed and attentive to our concerns, and provides excellent advice! Joanna's service goes beyond my expectations as she goes the extra mile to address our concerns. She is the financial adviser I would reccomand to my friends and family."
Ms Wei Ee
"Joanna has crafted a detailed estate planning report and portfolio based on my lifestyle needs and expectations. Through this entire process, I’ve gained valuable insights about my finances and the various ways to be prepared for the future. It has been an amazing experience and thumbs up for your professionalism."
229 Mountbatten Road
#03-30 Mountbatten Square
Main Line: +65 6654 1888
Fax: +65 6654 1887