fbpx

ENABLING YOU TO MAKE WISE INSURANCE CHOICES

 CONTACT JOSH TAN VIA WHATSAPP TODAY

From one of Singapore's best known financial advisor.

BIG THANK YOU

Before I start, thank you for visiting TheAstuteParent

and thank you also if you're a fan on JOSH TAN YouTube Channel =)

There aren't that many advisers who have a BIG following =P


Investment strategies and retirement planning is difficult and very time consuming to personalise...

It also requires an ongoing review to ensure your financial goals are met!

That's why the next few sections will be on explaining how we can work together!

Do UP A PROPER PLAN AND SEE THE CHANGES TO MAKE TODAY!
 CONTACT JOSH TAN VIA WHATSAPP TODAY

GETTING ADVICE TODAY

Sharing with you my process

1

Independent background with experience

This will suit you if you are looking for a independent planning advice.

Let us know your life stage, your current insurance on hand and what your key concerns are.


All it needs is a text to start our discussions today, that simple.


2

Our belief and IF we are a good fit


You've seen my work from the financial planning videos and insurance articles I've shared. I'm a big advocate of keeping insurance cost low and investing properly.

You wouldn't see investment linked plans or complex investment products suggested.


For pregnancy insurance, I'd advised many young parents to be on what to purchase having done both bundled plans that can transfer coverage to newborn OR with standalone plans.


The next step is to do a thorough understanding of your goals and investment objectives.

It's not about products but about personalising advice for you.



3

Finding the best value plans and promotions for you


We work with multiple insurers to find the most competitive plans for you.


All it needs is a text to start our discussions today, that simple. 

Do UP A PROPER PLAN AND SEE THE CHANGES TO MAKE TODAY!
 CONTACT JOSH TAN VIA WHATSAPP TODAY

Hear what others have to say


See MANY MANY MORE on LinkedIn https://www.linkedin.com/in/josh-tan-jl/


If you are ready to get started, click the WhatsApp button below

Do UP A PROPER PLAN AND SEE THE CHANGES TO MAKE TODAY!
 CONTACT JOSH TAN VIA WHATSAPP TODAY


This website is designed to educate and provide general information only on the subject matter covered. It is not the intention of our authors to offer any specific legal, accounting, taxation or investment advice. Our website does not guarantee the accuracy, adequacy or completeness of the information provided and disclaim liability for errors or omissions in such information and materials.

We may be linked to other websites which are not maintained by us. Such links are provided for your convenience and reference only and the inclusion of any hyperlink to any other website is not an endorsement of its contents or its organisation.


Although our authors are authorised by Singapore’s law to provide financial advice, the articles are an expression of their personal opinion. The views and opinions expressed in this article are those of the author and do not reflect the official position of any other agency, organisation, employer or company. Nothing in this website shall be construed as providing financial advice within the meaning of the Financial Advisers Act.

This advertisement has not been reviewed by the Monetary Authority of Singapore.