Tan Geok Hwei Ashlyn

Associate Wealth Advisory Director

(MAS REP No.: TGH100027526)

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Experienced Financial Planner and Investment Consultant. Paving the way to Financial Independence.

I am a seasoned financial professional with over 22 years of experience in financial planning and insurance audits, complemented by more than 20 years in investment research and portfolio management. Throughout my career, I have successfully developed and implemented tailored financial strategies that align with each client’s unique objectives.

My approach is hands-on and analytical, with a commitment to proactively managing client portfolios. By staying attuned to economic trends and shifts in the financial landscape, I ensure that each portfolio maintains an optimal asset allocation to support growth and stability.

My goal is to deliver peace of mind and financial confidence to my clients, empowering them to make informed decisions that support both their immediate needs and long-term aspirations.

Let’s connect if you’re interested in a collaborative, goal-driven approach to financial success.

Years of Experience in Financial Planning & Financial Advisory

Years of Experience in Investment Advisory & Portfolio Management

> S$ 0

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Investment Advisory & Portfolio Management

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Testimonials

Ashlyn has remained as a trusted partner and a friend. I know my retirement fund is in good hands, as she will not only help me preserve and safeguard my money but also to grow it. Being a risk averse person, the investment philosophy and approach that Ashlyn uses suits my risk profile. I believe many other layman like me would need this kind of financial support and assistance. I hope more people would recognise the goodness of engaging Ashlyn as their trusted financial advisor

Patsy

Director @ BNP Paribas

I have known Ashlyn for many years before engaging her on a professional level. She has a way of explaining complex financial plans and theories into layman terms that I understand, which is hard to find in other financial or insurance agent. Rather than filling my head with tons of jargons that confuses me, she will explain using everyday layman scenarios and terms to make it easy for me to consume the information.This is exactly the same point that make me trust her with my financial plans. She is also very patient and will try her best to answer questions that I have regarding new policies from Government ranging from housing to insurance such as MediShield Life. In situations where she may not have the answers, I know she has a reliable team of colleagues and researchers who she can turn to for advise.

Justine

Design Lead @ NTUC Fairprice Co-Op

Ashlyn has been my financial adviser since 2002. She is knowledgeable, competent and has a very holistic approach to financial planning. She is a person of high integrity and always ready to go beyond the call of duty to best serve her clients’ interests. Since working with her on my financial plan I have achieved greater peace of mind, knowing very well that my financial needs are managed professionally and with care.

Koh SG

Deputy CEO @ Roxy Pacific Group

I’ve known Ashlyn since 2005, both personally and professionally. It’s hard to separate the two as her brand of financial advice is based on a personal understanding of one’s needs and circumstances. And more than just offer strategic investment advice of great value (which she’s consistently proven over the years with her impressive track record), Ashlyn also stays true to her personal values; always reliable and accountable. I recommend Ashlyn wholeheartedly.

Aw SY

Chief Strategy Officer @ DDB Singapore

During my initial years as a young career starter, and recognizing the need for a sound financial planning regime, it was then that I met Ashlyn who had since become not only a planner but also a friend whom I can share my goals and missions of what I wish to realise in life. She has been with me through every milestone that I’ve set forth for myself since the start. Trust, honesty and integrity were the three basic principles I found in her to genuinely want the best of me, and that marks the decade long relationship we’ve had and much longer to go. I would recommend for any individual who wishes to plan for their future and goals.

Jerry

Head of Digital & CRM @ Danone

Ashlyn is a life planning consultant, who is genuinely interested in the personal and financial health of her clients. She walks the talk when it comes to investment, following the same investment strategy for her personal portfolio as her customers. She has the unique ability to absorb complex terminology in the context of insurance policies & guidelines, to produce a summary to her clients in an easy and simple to understand form. Strong product knowledge across the different types of insurance products, and able to provide evidence based comparison on its pros and cons. As a customer for more than 10 years, my family and I place enormous trust in her and would recommend to anyone who is looking for a genuine partner in planning and realizing one’s individual and family financial goals.

Allison

Chief Strategy Officer @ Nandina REM

Ashlyn is a very professional and knowledgeable planner. Having transited through various jobs, she’s the one who helped look at my finances and ensured I was prepared for my next lap ahead.

Michelle

Teacher @ MOE

Ashlyn has great dedication and passion for her work. Her jovial personality is always uplifting. I’ve never felt like I was talking to a consultant but rather a friend whom I know I can always rely on, even for non-financial matters. Greatly recommend engaging her for her financial advice and planning!

Sherry

Project Director @ Caulfield Grammar School

I’ve been a client of Ashlyn’s for more than 20 years. Ashlyn takes great care to understand our requirements and never tries to oversell beyond our ability. She also makes effort to keep abreast of trends and keeps us updated. Ashlyn is knowledgeable , friendly and a great support for our financial portfolio. Highly recommended

Serene

Lecturer @ Temasek Polytechnic

Ashlyn has been my financial consultant for many years now and I can trust her to make good and sound financial decisions for me. She is a prudent, steady and strategic planner and never one to make hasty decisions to make a quick buck.

Goh SY

Senior Account Director @ Jellyfish Group

Ashlyn always very warm and friendly, not forgetting that as a financial adviser, she is full of belief and passion in what she does. She is special because as a professional adviser, she is not succumbed to the targets or campaign set by any insurers. In fact, she only recommends plans she believes in. I’m glad she is my adviser. I know I’m in safe hands

Jeff

Project Engineering Manager @ Keppel FELS

Known Ashlyn since our school days, we became close friends after she started managing my financial portfolio. Am impressed by her professionalism, devotion and determination to make a difference for every of her client.

Irene

Director @ Bank of Singapore

Ashlyn has been managing my family portfolio for many years. She has a warm personality and is a good listener. She is very professional and experienced and provides good financial planning advice.

Jenny

Assistant Vice President @ Credit Suisse

Ashlyn is a motivated and astute financial planner who knows her stuff. Her patience and devotion to her work makes her an absolute gem in the industry where many tend to be pushy for certain products. Ashlyn helped me plan my finances for more than 15 years, and she is always on the forefront of market trends and investment risks, so it’s very comforting to know that she is in charge. Will definitely recommend her to anybody who wants to truly obtain financial freedom before retirement.

Dillon

Senior Event Marketing Manager @ Bloomberg

I have been Ashlyn client for many years, she has shown professionalism in her line of work, not just in terms of her knowledge in finance but also her customer service and her desire to understand her clients goals and helping them achieve it.

Chew KF

Director @ Micron Technology

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