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Justin Tan

Senior Financial Consultant

Greetings! I'm Justin, and I'm embarking on my second full-time career journey. Previously, I navigated the intricacies of mergers and acquisitions as an M&A lawyer in a prestigious law firm. However, driven by a desire to directly impact people's lives, I made the transition into financial planning.

Throughout my tenure in this field, I've had the privilege of guiding numerous clients towards financial security and peace of mind. Whether it's helping them save on costs, steering clear of critical financial pitfalls, or fortifying their future, I've been committed to making a tangible difference in their lives.

As Warren Buffett famously remarked, "Someone's sitting in the shade today because someone planted a tree a long time ago." This sentiment underscores the essence of financial planning - making sound decisions today that will bear fruit and provide comfort in the years to come.

 

Whether you're navigating the present or preparing for the future, rest assured, I'm here to accompany you every step of the way on your financial journey.

What is a typical day like for you?

As a financial consultant, I cherish the autonomy to structure my day according to my clients' needs and my personal priorities. Each morning, I begin with client appointments, dedicating focused time to address their financial concerns and aspirations. Following this, I allocate around two hours for essential administrative tasks, including claims processing, policy servicing, and investment management. Additionally, I devote another two hours to meticulously prepare for upcoming client engagements, ensuring that each interaction is tailored to their specific needs and objectives. Continual self-improvement is paramount in this field, so I utilize any remaining time to enhance my knowledge through webinars, courses, and staying abreast of industry developments.

How has work changed your life?

 

This career has enriched my life in ways I never anticipated. Beyond the financial realm, it has afforded me the opportunity to connect with a diverse array of individuals and cultivate relationships that have broadened my perspective and enriched my understanding of the world. Every interaction is a learning experience, and the knowledge, experiences, and insights gained from these encounters are truly invaluable to me.

What do you think is the secret to success in this industry?

Authenticity, sincerity, and hard work are the cornerstones of success in this industry. Being genuine and sincere in your interactions fosters trust and credibility, laying the foundation for lasting relationships with clients. Moreover, success in financial consultancy demands diligence and dedication. Talent alone is not enough; it must be complemented by relentless effort and a steadfast commitment to delivering exceptional service.

3.5

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WHAT CLIENTS SAY

TIMOTHY
RESTAURANT MANAGER

I would like to extend my appreciation to Justin Tan for what he has done for me in the past year. It is really refreshing to work with a financial consultant who is truly interested in their client’s needs, circumstances and preferences.

 

What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach.

 

Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.

CHARLOTTE
PUBLIC RELATIONS MANAGER

Working with Justin was extremely pleasant and easy. He definitely had my best interests at heart and went through my entire portfolio with me to ensure that I was properly insured.

 

It also wasn't a stressful experience as he didn't use any hard-sell tactics to pressure me into making a purchase.

 

After recommending a great policy that I needed, he also took the time to guide me every step of the way. Such professionalism and sincerity is rare, and I was very happy to have worked with Justin.

WANXIN
DOCTOR

I am fairly new to personal insurance. Due to how daunting everything was I had never looked at any options in detail, nor fully understood the need for it.

 

Justin took the time to explain various options in detail and gave me personalised recommendations. With his help the whole process was smooth sailing and hassle free.

 

Justin is clear at explaining my options, quick to respond when needed, and approachable. I would recommend others to speak to Justin to find out more.

DARREN
LAWYER

Justin is the most conscientious and genuine financial consultant I have come across. He is able to connect well with his clients and carefully formulates options that best fit their needs.

Justin deeply cares about his clients and will go the extra mile to ensure their well being. When my sister met with a sudden health complication last year, I called Justin in the middle of the night for help.

 

He readily answered the call and spent a large portion of the night ensuring that my sister's insurance concerns were well taken care of. He provided my family and I important support and comfort in that trying time.

 

Overall, I am privileged and fortunate to have been engaged by such a committed and capable financial consultant.

RACHEL
LAWYER

Justin was my financial consultant at a time when I was still fairly new to insurance. In my experience, he has been absolutely professional, helpful and attentive to questions at any time.

 

Unlike other consultants I have encountered, Justin never recommended any product to me that was not in my best interests, even at the expense of him making a higher commission. Nor did I feel pressured at any point to make a purchase. His in-depth explanations of what each policy entailed and the scope of its coverage was clear and concise, easy to understand.

 

I felt comfortable asking him questions and clarifications, and never felt judged for any lack of knowledge. Looking back, with a better understanding of the insurance process now, I can confidently say that I made the right decisions under Justin’s guidance.

 

His candour and sincerity have earned my trust, and I have already recommended him to a good number of my friends!

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