Winifred Tan - Financial Services

Winifred Tan - Financial Services The expertise you need & service you deserve! I'm your key to financial services in insurance, investments, education, retirement & business (GI/Group).

(Representative number: TZE300326276, representing Great Eastern Financial Advisers). Welcome to my page! I am a Chartered licensed Financial Consultant (ChFC) for life, health and general insurance, investment-linked and retirement in Singapore. I also have a CIPM Level 1 qualification and an IBF Advanced Level 2 Certification. https://go.greateasternlife.com/disclaimer

Are you a fresh grad who

is wondering how to plan your finances well in the long term and how to progressively grow them? More than just providing meaningful and personalised financial strategies for clients, I also empower them and help them understand important financial/wealth management concepts in life. Are you a middle-aged individual who is looking to do up retirement plans and family legacy planning? How about SRS related planning or CPF investments? I can help you with that! Not only this, but I also dedicate myself to client welfare and help them relook at their portfolio to ensure no loopholes are present before guiding them onto the wealth accumulation route! Ultimately, I seek to build and grow my relationships with clients and see them throughout their different stages of life. Are you just looking for a competitive quotation for one-time off insurance such as motor and travel? I also provide clients with bonus services such as discounted rates for general insurance needs e.g. travel insurance, home, motor insurance etc. Are you a small or established company/business looking to improve employee benefits? You've looked for the right person. Besides conducting complementary health/wellness workshops, I'm able to help educate employees on the importance of risk management. I will be able to help the HR department on how to most effectively get the best competitive commercial insurance and group employees' insurance while enjoying cost-savings. Please contact me through Facebook messenger on the button above, or through my email below, and I'll lias with you as soon as I can!

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Singapore

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