Hi, I’m Derrick Tan
Senior Wealth Manager
RNF No. TJQ300236303
Something about me
With about 10 years of experience in the banking industry, I have honed my skills to provide seamless financial solutions tailored to diverse client needs. My unwavering ambition revolves around helping clients attain financial freedom, protecting their assets from unforeseen challenges, and creating a robust financial legacy for future generations.
What I find most meaningful in my career
My aspirations revolve around becoming the trusted advisor for my clients, guiding them through strategic retirement planning, ensuring comprehensive protection, and shaping enduring legacies. I find fulfilment in fostering a deep understanding of each client's unique financial landscape, tailoring personalized strategies that align with their aspirations. By maintaining a proactive approach and staying abreast of evolving market dynamics, I aim to provide not just financial advice but a holistic partnership.
One piece of advice I would give
Anticipate major life events such as education expenses, home purchases, or starting a family. Planning for these milestones in advance allows you to allocate resources strategically, minimizing financial stress when these events occur.
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Get in touch with Derrick Tan
Book a complimentary portfolio review and discovery call today.