Tan Yi Jun

AEPP®Senior Relationship Manager

Mr J
Hotel Operations

"Efficient, Knowledgeable, transparent, organized and personable. It never felt transactional, we always felt reassured after each meet up and trust and confidence grew. Despite the complicated situation, Yi Jun and Ruihan still had a plan and solution for the future. We look forward to continue the journey with them."

Ms Patricia
Director

"Thanks Rui Han and Yijun for the great discussions to understand our needs fully, truly done with a lot of professionalism, care and attention for us! Our family wills and finances were very professionally done."

Mr Lenard
Doctor

"Needed my insurance framework reviewed and was recommended by someone to see Rui Han and Yi Jun to get an opinion. Having met many other insurance advisors previously, I found that they are not only very knowledgeable but they applied their knowledge with client's interest in mind. It was a very pleasant and efficient journey reviewing and rationalising all my insurance plans with their advice and help. I would recommend them to any of my friends as the go to person for insurance advice."

Ms Kayla Wong
Media

"Yijun is helpful in responding to my questions, and quick in her response as well."

Ms Nyein Ei
Software Developer

"She’s so kind. Friendly and patient. Give the best advice to improve my portfolio and let me make decisions. Even I asked her about other insurance plans, she didn’t do hard selling. That’s what I like about her the most."

Mr David Koh K W
Senior Lecturer

"It was great that I have spoken to Yi Jun advising on my existing policies that I am holding currently. She is quick in scanning data that I have presented to her and understood what I have in mind for the issue that I am concern about for she was a good listener. She was able to throw in some tips of how I can optimise my current situation. Fruits for thought for me after our discussion. There are new angles to relook into my portfolio to optimise my investment and protection. However, I need some time to think it through. Many thanks to Yi Jun for that chat session. ^_^"

Mr Chun Hao
Engineer

"I met Yi Jun 5 years ago, she did up an investment plan for me and analysed for me how I should manage my finances. Yi Jun is a very friendly, helpful and engaging person. She is willing to help me to analyse whenever I have inquiries. She gives good advice and explains things well. The way we communicate makes me feel comfortable. She has built trust and I trust her advice with my financial planning."

Mr Tan Chin Hock
Civil Servant

"Had a portfolio review with Yijun through a investing community's recommendation and she was so detailed and helpful! In particular, during the review session, she made me understood my current situation, review my current portfolio and propose ways to maximise my wealth so that I can able to hit my retirement goals confidently! Kudos to Yijun and I am sure you will benefit from her one-to-one consultation! Keep up the good work!"