Pre-Retirement Strategist. Legacy Planner.

Tan Ri'an 陈日安

REP No.: TRX300033444

Senior Financial Advisory Manager

Ri’an transforms financial complexity into stress-tested roadmaps for pre-retirees. Moving beyond standard advice, he partners with you to secure your future through:

  • Meticulous Strategy: Optimizing CPF payouts, shielding assets from volatility, and structuring reliable retirement income.
  • Visual Simplicity: Consolidating fragmented portfolios into clear, single-view insights.
  • Unwavering Objectivity: Sincere, logic-based advice aligned strictly with your long-term interests.

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

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