Amanda Tan

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

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TESTIMONIALS

I will highly recommend Amanda. She will always making the effort to arrange time to cater with my schedule for policy evaluation even though I have been so busy with work. I find she is really down to earth in the sense that she doesn't make one feel like she is pushing for any sales or policy, spending her time to understand our needs with precision planning before getting back to us with the most suitable policy that suit our needs.

Chee Hui

Client

Jun 2025

Amanda is a diligent and patient wealth manager. She always begins by taking the time to understand my needs and goals before recommending any financial or investment strategies. Before working with her, I was uncertain about my investment approach. Her tailored advice has clarified and aligned my broader financial objectives. I would recommend her because she is genuine and provides detailed financial advice. She also goes out of her way to help people whenever she can, even if it’s outside her formal duties.

Fione Lim

Client

May 2025

Amanda was very patient in imparting financial literacy to me. She showed commitment and accountability by following up with me and responding to any queries I had regarding the terms. I am thankful to have known Amanda as she is a genuine person who desire to help you establish and work towards your financial goals. She is a reliable wealth manager who would support you every step of the way in your financial planning journey, with a personal touch. Would highly recommend her!

Shi Min

Client

Jul 2024

Amanda is the one person I look for to tidy up my existing portfolio due to the wide services she provides. Working with her on refinancing my portfolio has been an incredibly positive experience; her willingness to assist and forthrightness make every interaction productive and enjoyable. I often find myself telling others about her and how she can help them see the bigger picture that may not have been explained enough to them. Praising her dedication and the warm, supportive atmosphere she creates. Wanna wish her all the best in helping more others like me, her kind thoughts, honesty and openness is what you may be looking for.

Eames Chua

Client

May 2024

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Amanda Tan

ABOUT ME

MY PROFESSIONAL SERVICES

GET IN TOUCH

TESTIMONIALS

PROMOTIONS

Quick Links

Contact Us

Connect With Us