Tan Ri'an 陈日安

Senior Financial Advisory Manager

(MAS REP No.: TRX300033444)

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Helping You Make Better Financial Decisions.

Meet Ri’an, an esteemed independent financial adviser representative with a decade-long experience in financial and estate planning. His steadfast commitment to prioritising his clients’ well-being and consistently acting in their best interests, sets him apart from the rest. The inherent values of partnership and accountability are firmly rooted in Ri’an’s practice.

Ri’an’s approach is all about understanding each client’s unique aspirations and circumstances before guiding them step by step with a personalised action plan that lead to achieving their financial goals. He is able to simplify difficult-to-understand processes, or policies and highlight the essentials, thus empowering clients to make well-informed choices and be at ease with every decision.

Approachable and enthusiastic, Ri’an finds joy in providing assistance. If you’re ready to work with a financial planning professional who not only understands your financial goals but actively works to achieve them, connect with Ri’an today.

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Testimonials

Ri’an is a respectful professional financial advisor who is transparent in managing my financial affairs/journey – he is updated and current with information relevant to my needs and is able to explain concepts simply enough that I can follow but with sufficient depth where my questions may wish to tease out. His annual follow up, regardless that I’m retired to keep up to date on my financial situation is appreciated.

Leong M K

Retiree

You are a trusted advisor and someone I would go to for financial advice. Unlike many others, you care for your clients sincerely and recommend only necessary/beneficial products to us even if that means you get less out of us. Keep up the great job and I look forward in working with you for the long term. Congratulations on your new job, the company is fortunate to have you.

D Sim

Auditor

Thanks for being understanding and patient with me. You continued to explain the technicality of the different policies that I have when I have questions or doubt repeatedly. I always find you to be very professional and respectful. You gave sound advice too and you always come back to me if you are unable to provide an immediate answer to question(s) that I raised from time to time (after checking).

G Tan

Senior Program Executive

Ri’an is very professional, always giving our family his honest opinions and suggestions. And he is very patience in listening and answering all our enquiries, we really like his sincere service and appreciate his help on our financial planning journey.

Foo Y F

Property Agent

Ri’an has given great financial advice to me for about 5+ years. He is very objective and rigorous in his analysis of the market and products. He recommends products based on personal needs and lifestyle, and not by company reputation nor pricing of the policy. He takes into account the current financial status of the clients, and does risk management by considering future events too before deciding whether a certain policy is suitable and sustainable should something unexpected happen in the long run. He constantly takes initiative to look out for products which are more value for money, and updates his clients on more suitable products which are available in the market. I ever had encounters when Ri’an recommended a policy which provided greater benefits, at no extra cost. I find this “go the extra mile” service excellent and commendable. Importantly, Ri’an is very friendly and approachable. I recommend his services, especially if you have a lack of time to manage your long term insurance and wealth plans. It is a pleasure to have him as my financial advisor. :)

J Choi

Engineer

Ri’an has been very prompt and most helpful in clarifying my queries. He is also knowledgeable in the various insurance and investment related policies of various providers. Overall, I’m satisfied with the service provided by Ri’an.

J Chia

Administrator

Ri’an have been most patient and cheerful in answering our questions and accommodating our schedule. Explanations are clear, diagrams and tables displayed are easily understandable. Recommendations are suitable for our preferred needs. Thank you for taking the time to meet with us and churn out the data, we appreciate it.

Tan C S & Tan J Y

Teacher

I have worked with Ri’an for my insurance and retirement planning since 2017. Ri’an always have only my best interests in mind, and his advice are honest and sincere. Through the years, I have switched other policies to be under his care. I will recommend Ri’an to everyone.