Claudia Tan

Financial Services Director (BBA, CIM, ChFC®, AEPP®, STEP Affiliate)

MAS Rep No: TMS200065252

Languages: English, Mandarin

Industry Experience: 21 years

ClaudiaTan@phillip.com.sg

ABOUT ME

With over 20 years in financial advisory, I specialise in helping individuals and families navigate their financial journeys with clarity and confidence. I have had the privilege of being recognised with industry accreditations such as MDRT and COT and my focus has always been on delivering thoughtful, holistic financial advice. I hold a Bachelor of Business Administration (BBA), am a Chartered Financial Consultant (ChFC) and a qualified member of the Society of Trust and Estate Practitioners (STEP). I believe financial planning should be accessible to everyone. Through a strong emphasis on financial literacy, I aim to empower individuals to make informed decisions, build sustainable wealth, and achieve their long-term aspirations.

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

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

Managed Account (Unit Trust Only)

Individually managed discretionary investment portfolios with Unit Trusts as underlying assets, beneficially owned by individual investors.

Other Specialties

Licensed Estate and Succession Practitioner
Planning for Will, Trust and LPA

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

GET IN TOUCH

TESTIMONIALS

Claudia has been really helpful in advising which is the most suitable product from the abundant pool of products. She is very patient and is someone who is visibly very passionate about her job. Purchasing a product was a very smooth process with her, and she definitely does not skim on the details. I would recommend her services to anyone who is looking for professional financial services.

Esther Hong

Client

Jan 2022

Claudia has been our family Financial Advisor for more than 15 years. She has been outstanding with her services, financial as well as insurance advisories. Through her, our investment portfolio has grown over the years and we have been very pleased with the returns. With her guidance, we had also made a number of changes to our insurance portfolios to align with our life cycle changes, health and medical needs. Claudia is very responsive and efficient with supporting our claims. She is very current with her industry knowledge and regularly updates us with the latest news. We can’t ask for a better Financial Advisor. We are absolutely pleased with her service and professionalism. We highly recommend her to anyone who is in need of Financial & Insurance Advisory.

Bernard Ngoh

Client

Nov 2021