Plan Your Future with
Data-Driven Confidence
Do you know that...
A real estate investment of $1.2 million(PV) can shorten your retirement plan's time period by 4 years on average?​​​
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A reduction of retirement expenses by $10k(PV) can lengthen your retirement payout by an average of 9 years?
Have you accounted for every risk possible?
Be in charge of every aspect
of your financial plan
All of us have goals that we want to achieve in life. Your advisor tells you that you'll achieve everything you've set out to do, as long as you buy certain products.
But is it true?
With our consultation process, you will get to assess for yourself:
(1) what risk outweighs the benefits
(2) what adjustments are needed to achieve a balance.
Therefore, you will be able to prioritize your life in a way that enables you to reach your life goals. You decide.
Create a financial plan for your life's journey with us that you truly understand and have control over.
Joshua Zachary Tan
CFP®, ChFC/S®
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​Joshua is a holder of the Certified Financial Planner (CFP®) designation, one of the most rigorous certifications for financial planning knowledge as well as a holder of the Chartered Financial Consultant (ChFC/S®) designation.
His speciality lies in crafting comprehensive financial strategy reports for individuals to help them navigate their journey. Breathing life to vague goals and ideas - providing a detailed step forward to realizing those dreams.
A Sneak Preview
Our Consultation Process
A Deeper Dive
Client Testimonials
"He is the first consultants I met to use P and L and other finanical statements to consult... instead of just showing me the product benefits like most other agents."
Chris
I met Josh through a business networking meeting and his approach to his financial consultancy impressed me. Most consultants that I met were very pushy at sales in selling their ILP plans, or investment products without even knowing my needs as a young business owner which is to focus on protecting my assets and saving money.
I use my own profit and loss statement excel sheet even for my own personal finance and life and I love how he is the first consultants I met to use P & L and other finanical statements to consult and advise for my personal life from a big picture perspective instead of just showing me the product benefits like most agents.
What Josh sells different then most agents is more on optimising my own personal finances using the P & L finance sheet rather than just upselling a certain product. He is very transparent and upfront to the exact details on his exact commissions that he will receive if he were to service me.
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"A comprehensive planning methodology that factored in all financial aspects and goals that I envisioned for myself...
with a 40 page personal financial report to justify the changes in financial objectives."
Jaime
Josh was referred to me by a friend of mine who had previous bad experiences with financial planners and had nothing but praises for the professionalism that Joshua provided.
During our meeting, he came across as a financial planner that really cared about his clients. We spoke in great detail about his comprehensive planning methodology that factored in all financial aspects and goals that I envisioned for myself, how we could identify the various gaps and make adjustments to expectations in a data driven approach to tackle the individual problems part by part.
It’s a refreshing approach to other financial advisors I’ve engaged in the past who only tried to sell me the hottest plans that other people were buying at that point in time.
At the end of it all, he also provided a 40 page personal financial report that highlights the financial models used to justify the changes in financial objectives. He also incorporated financial solutions within these models that showed the impact that they would have on my life goals.
I’ve never met a more competent, thorough, and intelligent advisor that I can rely on to walk hand in hand for the rest of my life, knowing that my financial future is secure.​
Contact Us Now
Scan or click the QR codes to reach out through WhatsApp, Telegram and/or LinkedIn
+65 9171 5394
@jztan85
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