TM Protect MosBite

Stay protected against mosquito-borne diseases with a plan designed for your peace of mind.


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Key Features & Benefits

 
 

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Sofan Tan

Consultant & Certified Estate Planner (CEP)

About Sofan Tan

After beginning my career as a Financial Planner 20 years ago, I have learnt the importance of a holistic financial planning.

Holistic financial planning is a comprehensive goal-driven, top-down approach that takes into account an individual's complete financial picture, including their values, goals, risks, and experiences with money.

It's a top-down approach that employs the 5 pillars of wealth planning. Rather than focusing on planning for individual life stages or using a product-based approach, holistic financial planners take every aspect of client's financial life and financial risk into account. The key factors of holistic financial planning include:

  • Constructing a client-centric financial profile and financial road map to fit the risk profile.
  • Conducting a risk management analysis for all financial assets via investment and estate planning tools.
  • Curtailing the risks with portfolio rebalancing and ownership transfer for preservation and distribution of assets for the next generation, and
  • Continued monitoring of client's assets with collaborative planning.

 

I strive to advise clients to embrace the collaborative effort essential to holistic financial planning.