Sophia Tan

Having Sophia Tan as my financial advisor is an exceptional blessing. Firstly, I appreciated her deep expertise in financial consulting, guiding me with precision. Sophia has supported me in navigating my personal multi-nationality complexities and financial situation seamlessly, ensuring clarity at every step. The biggest realization was the immense value gained of having a trusted advisor sharing with me allowing profound impact on my current situation and financial understanding and decisions each time we meet. What sets Sophia apart is not only her professional expertise but also the establishment of a high degree of trust and understanding of my personal situation. Her caring and empathetic nature created a psychologically safe space, making the financial discussions not only insightful but also comforting. Sophia's genuine concern for her clients elevates the entire experience.

Have been working with Sophia for a few years now, and we really love her. From our first meeting to our most recent, she’s been very reliable, informative and lovely in helping us navigate financial planning. What I’ve liked best about Sophia is her approach - she’s very patient and committed, and takes the time to fully understand you as a person so that she can provide advice based on your lifestyle, goals and circumstances, and never pushes you into making any financial decisions that you’re not fully comfortable with. Regardless of your level of financial literacy, she’s able to help you understand all your options for planning your wealth in a way that feels approachable and non-intimidating. Meeting with her feels like catching up with an old friend. For all these reasons I highly recommend working with Sophia!

Was referred to by a friend to Sophia for her services. Am extremely glad to have met her to help me work out my financial goals and plans. She is friendly, patient and caring and I really enjoyed chatting with her! To anyone wanting to start, I highly recommend engaging them for your financial aspirations.

Met Sophia through a friend. No regrets there! I was taught that all FAs are scammers and that I should never do investments as I will lose money. However, Sophia simply took her time to share info and knowledge with me. And when I say time, it took me 3yrs before I trusted her with intimate info to help me plan and work towards a financially independent person. Prior to this meet up, I would have still be in my bubble, thinking that working hard and saving up will allow me to overcome life's challenges. My fears in investing stems from being a millenial, brought up with the values instilled by boomers. Nothing wrong with that! But in this day and age, I truly need help to overcome the effects of buying McDonalds on Grab, upcoming 9% GST and $350k for a 3-room HDB. People talk about getting married and having kids. But 30 eggs are already $8 la! Being single is already so expensive 🙄 All you need is just 2hrs. Ask her all the qtns you have, even those that may be biased against FAs! She'll be more than happy to share and explain. Give her the opportunity to earn your trust in growing towards a financially independent self!

Sophia is attentive and takes great effort to understand my needs and beliefs when it comes to personal financial planning. She never fails to check in every year to keep me abreast of critical changes in the financial world, such as major changes to the hospitalisation insurance plans recently and the general geopolitical scene that impacts my personal investments. I am also thankful for the annual conversations with Sophia, which widens my perspectives to help me make better financial decisions as I progress through different life stages. In the course of her work with clients from all walks of life, her perspectives mean a lot to me as they help shine light to blind spots I may have missed hen making financial decisions. Thank you for walking my financial journey with me Sophia.

It is a pleasure to have been planning my finances with Sophia since 2017. Very thankful to have Sophia who saw us through different stages of our life, helped us with our financial planning to not only meet our short-term needs but also our long-term goals!

Sophia's my Financial Planner and I've known her for a long time. With her sunny disposition and sincerity, Sophia has always put in a lot of effort to help answer my questions and clear any confusion that I may have. She has also been extremely patient with me, my concerns, and sometimes 'blur-ness, and I really really appreciate it. Thank you for your hard work, Sophia!

Have been working with Sophia Tan for a few years now and I really appreciate the sincerity and authenticity of working together with her to plan my financial needs. She helped me bring to light the importance of being financially healthy. Sophia has been really helpful throughout this entire journey and I really appreciate all her help and her willingness to share her values and beliefs with me.

Sophia has been managing my investments and insurance for a few years. I have always feel that my investments are in good hands with their expertise in investments products. Sophia is very friendly, sincere and approachable, always making good recommendation while not pushy at all.

I have seen many financial planners before, and for Sophia, she is the most professional financial planner in terms of product knowledge. She will always try her best to make sure that the insurances and investments will cover our retirement goals while understanding our concerns and constraints at the same time.