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Moonie Tan, is here to advocate Financial Literacy.

Moonie Tan 陈玟霓

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REP No.: TM-300104170

Financial Advisory Manager

I believe in walking the talk. I position myself as the 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝘁 anyone would turn to, for 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀.

My purpose is to provide clear, effective, and holistic financial consultation that empowers individuals and families to build, preserve, and enjoy their wealth with confidence.

How? I empower individuals to take control of their financial future: whether through building lifelong passive income, creating a debt-free retirement, or ensuring a lasting legacy for their loved ones.

As a Financial Services Manager, I also guide mid-career professionals in making a successful switch to the financial services industry. I mentor them to become self-employed, design their own income potential, and enjoy the flexibility of work-life balance.

My strongest forte lies in legacy and estate planning, where I walk the talk by applying the same strategies I share with my clients.

🔑 What does retirement mean to you?
– Becoming debt-free?
– Having enough passive income to sustain your lifestyle for life?

If you’re ready to explore financial freedom or a purposeful career in financial services, let’s connect.

My personal achievement: I achieve personal financial freedom at the age of 30.

  • Family Office / Single Family Office
  • Legacy Planning; Will & Trust
  • HNW Wealth management
  • Retirement Planning

Personal achievement:
I achieve personal financial freedom at the age of 30.

Past career achievement:

  • 2013 – Founder: SisHome Residences, The ONLY homestay operator in Malaysia who accepts credit cards via a physical machine.
  • 2017 – SisHome Residences was sold to a group of 5 Malaysian investors.
  • 2020 to 2024 – 3 MDRT and qualified for multiple incentive trips organized by Manulife SG.
  • 2024 – Tiger Brokers top 15, qualified for Tiger Broker’s 1st conference held in Monaca and Nice, France.
  • 2025 – Financial Alliance 2026 Prestige Award Winner
              – Recognized by a leading insurer as a Top 20 High-Net-Worth (HNW) Producer among Singapore financial advisers.
             -Exclusive HNW Consultant: Selected as one of just 100 elite consultants nationwide authorized to provide the most comprehensive suite of HNW wealth solutions.
Number of years in my personal investment experience
0
Financial Alliance Assets under Management is about
$ 0
Total advisors in Financial Alliance is close to
0

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