I started my journey in this industry upon graduation. It has been a challenging yet meaningful journey helping to plan lives for engineers!

 

I believe that everyone with whom I crossed paths deserves to be heard, be it their financial goals or values. I am passionate about helping like-minded clients who are looking to build a secure future. I enjoy working alongside them to protect what matters to them the most, through my personalized financial planning process to cater to each profile.

 

Team William Tan Organisation has taught me knowledge and skill sets beyond finance and has provided me the platform to grow beyond my potential. I am able to overcome the challenges I face in this industry because of the support I received.

 

Even though the topic of finance may seem dry and dull at times, I promise to keep our conversation simple and engaging. Looking forward to meeting the next friendly face to impact more lives and listen to more exciting stories!