Chariot Tan

13 Years of Experience | Homepage | People

I thrive on building systems, teams, and environments where people can achieve their best. Over the years, I’ve had the privilege of transforming organizations—from ground zero to multi-million-dollar enterprises. Strategic planning, negotiation, and communicating clear directions have been at the heart of my work, often in high-stakes settings. Advising businesses across industries has honed my insights, and leading a global team of seasoned financial advisors is a true highlight. Fluent in English and Mandarin, I value creating meaningful, long-term solutions for clients throughout Asia.

Yul

I have never been keen on investing and maybe it was due to the lack of knowledge. The advisers I’ve met either have no good information or a clear explanation on investing. When I met Chariot, he was with his subordinate who had arrange for the meet up and I didn’t really expect much and thought that it is going to be another of those usual sales meeting. But it didn’t turn out as predicted as Chariot with his deep knowledge was able to define and analyze possible investment that were suitable for me. His professionalism convinced me to invest and there was no looking back ever since as all his investment recommendation had been profitable. Chariot is not an advisor but a friend who you will look up to for a profitable investment.

Goh H.M.

Chariot is undeniably the most knowledgeable and experienced advisor I have seen. He is well versed in his field and I am truly impressed with his professionalism. One of the most amazing experience engaging Chariot was the purchase of my Critical Illness plan. Due to a pre-existing condition, an exclusion was certain. Despite so, Chariot took the extra mile to contact several providers in search of the best possible plan for my case. He even suggested to go for a second medical review which eventually led to the removal on my exclusion. This was a stark contrast from my previous experiences with other agents where my condition was not declared due to misrepresentation. Chariot has demonstrated high integrity and transparently approached the matter. This gives me assurance and comfort to entrust my policies to him, knowing that he will always have my best interest. Additionally, his investment insights are exceptional. In addition to my well performing investment portfolio, he has also taught me a great deal on my personal investment too. I will certainly recommend Chariot if you are looking to increase and protect your personal wealth.

Victor Lim

While many agents are primarily focused on sales, Chariot is one of the few who genuinely cares what his policyholders are going through and knows how to advise to ensure a win-win situation. Thank God I had Chariot as my agent, as I suffered an injury back in mid-2014 which required me to undergo major surgery. Under his advice, I managed to be treated by the best doctors at Gleneagles fully covered by my existing policies. It would be your good fate to have an agent like Chariot serving you. It would be an impossibility to lose out on anything when you choose to work with Chariot.

Jolene Wong

Chariot is really one of the best financial advisor in the market. His service is truly impeccable which is what you really want from someone handling your finances and policies. He will always go the extra mile and I’m always impressed with how thorough he is with his follow ups. He cares and he’s credible.

Timothy Tan

I am very grateful to Chariot for the invaluable financial advice he has given me. He is great at what he does and he’s got the passion for it. He would constantly update me on market movement and if I had difficulty understanding the market, I know that I can always look to Chariot for help. I have recommended him to my family and friends as he is highly reliable and would do so to anyone else looking for a financial advisor.

Claire Tan

Having worked with quite a number of insurance agents previously, I can testify that Chariot is indeed one of the more outstanding ones I’ve seen. Chariot constantly strives to work in the best interest of his clients and always ensures that his clients’ concerns are attended to. His patience, attentiveness and professionalism provides reassurance to the client; I believe my trust is well placed in Chariot.

Vernon Lim

I am very impressed by Chariot’s professionalism, expertise and width of knowledge in the field of bespoke financial planning. His attitude of gratitude was demonstrated by his punctuality and his integrity was evident by the solid portfolio he manages. I highly recommend Chariot as a sounding board for personal finance and legacy planning, you will walk away enlighten and empowered.

Yudy Chandra

Chariot is one of a kind, not just a matter of selling investment premium, but he demonstrated great customer service practice, from informing me the underlying asset of my investment to keeping me informed about market dynamics. His know how about investing and how to maximize my return is top notch. I would definitely recommend Chariot for people who is looking to optimize their return through great customer care.

Daphne Cheong

I am impressed with Chariot’s passion to share his expertise and how he cares for his policyholders. He has gone the extra mile to give me advice on another policy of mine which had not been purchased under his name and provides me with frequent updates on how my investments are doing. Most importantly, Chariot is able to explain the details thoroughly to a layperson and answer all questions I have. I felt like he has given me great insight in my investments and I am always excited to review my progress with this knowledge. As of today, I have referred two of my friends to take up investments with Chariot and would not hesitate to do so when the opportunity rises again!

Sharon Teo

As a client of Chariot’s for almost five years, Chariot has consistently provided an excellent level of professionalism and service. Throughout our interactions, it is evident that he highly prioritises my insurance needs and convenience as a client, and strives to ensure that the recommended or purchased policies do meet my needs. He is prompt in getting back with information that I requested for or answering to my queries and his after-sale service is remarkable and reliable. I highly recommend Chariot.

Sameer

It was by chance that I met Chariot and I have to say that his knowledge in one of the best I have seen. He is fantastic with what he does and is always updating us on the market performance and keeping us updated with our investments. Thank you once again Chariot. Truly appreciate it.

Ashrael Koh

I have met Chariot during my tenure as a Manulife corporate staff and has engaged his service to handle my personal investment portfolio (That spells a lot given I could have chosen a staff discount instead). Chariot is a seasoned Financial Adviser and has a reliable and effective manner of handling investment portfolios and keeping his clients updated without intrusion. He is up to date on the evolving market trends and is active on protecting his client investment interest. I have recommended his service to some of my close acquaintances and will not hesitate to continue to do so in the future.

Goh Hui Mian

Chariot has been my Financial Consultant for a year. At many times I have found him reliable, helpful, understanding and knowledgeable. He has excellent communication skills and has been quick to response to my needs. He was able to answer all queries that I had. Furthermore, he is a person of high integrity and extremely dedicated to his work. Chariot has my highest recommendation as a Financial Consultant.

International Recognition

MDRT

2 Times

Your advisor’s MDRT membership ensures they’re as invested in their craft as you are in your goals

Representative of MFA

Top Agency Award

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Chariot Tan

MDRT

2 Times

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