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I help people look beyond their bank statements so they can stop worrying about the ‘how’ and start enjoying the ‘now’.

Catherine TANG

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REP No.: THF100039260

Senior Financial Advisory Manager

For almost 15 years, I thrived in the dynamic world of corporate banking, serving financial institutions and large corporations. In 2005, I felt a pull toward a more personal connection. I realized that while the “math” of finance is important, the “life” it enables is what actually matters. I pivoted from serving large corporations to empowering individuals through personalized financial planning. Today, as a Senior Financial Advisory Manager at Financial Alliance Pte Ltd, I help busy executives look beyond their bank statements. My background allows me to handle the meticulous “how” of financial engineering, so my clients can stop worrying about the mechanics and start enjoying the “now’.

My approach is rooted in active listening, ensuring I fully grasp their concerns before crafting strategic solutions. My banking experience equips me to meticulously analyze financial products, aligning them precisely with client objectives. I believe in cultivating long-term, mutually beneficial relationships with busy executives, who seek a dedicated advisor committed to providing exceptional service and genuine partnership.

Comprehensive Financial Planning

Personal Finance Solution

Children Education Funding

Retirement Planning

Investment Planning

Estate Planning

Will Writing

2025 – Financial Alliance Quality Class (Prestige Class)

2024 – Financial Alliance Quality Class (Prestige Class)

2023 – Financial Alliance Quality Class (Merit Class)

2022 – Financial Alliance Quality Class (Prestige Class)

2021 – Financial Alliance Quality Class (Prestige Class)

2020 – Financial Alliance Quality Class (Prestige Class)

2019 – Financial Alliance Quality Class (Prestige Class)

2018  – Financial Alliance Quality Class (Prestige Class)

2017 – Financial Alliance Quality Class (Merit Class)

2008 Top Qualifying Advisers, iFAST Financial

2007 – Obtained Certified Financial Planner (CFP®)

More Achievements can be found here:

https://www.linkedin.com/in/catherinetangfa

 

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