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Clarisse Tan – Financial Services
Clarisse Tan
Director of Sales, Financial Services  ·  12 Years in Industry
Protection & Risk Management Client-First Planning Family Protection Long-Term Wealth Growth
My Story

I began my career in outsourced sales, managing credit card applications. It was demanding work, and it taught me the things that matter most in any client-facing role: perseverance, a positive mindset, and a strong work ethic. Those qualities have stayed with me through every stage of my career and shape the way I show up for clients today.

In 2014, I moved into financial advisory because I wanted to do work that made a genuine difference. Over 12 years, that purpose has only grown clearer. My approach is guided by a simple belief: do right, do good, and doing well follows naturally. In practice, that means putting the client first in every recommendation, focusing on protection that is practical and necessary, and building strategies that are sustainable over the long term. I am not interested in selling products for their own sake. I am interested in solutions that hold up as life changes.

What keeps me in this work is the people. I genuinely enjoy sitting with clients, understanding where they are, and helping them see their options clearly. Financial decisions do not have to be stressful or complicated. My role is to simplify them, so that every client walks away feeling confident and prepared, whatever the future brings.

Specialties
What I Focus On
Practical, personalised financial planning built around what each client actually needs at every stage of life.
01 🛡️ Protection & Risk Management
Tailored coverage that addresses each client's unique risks, simplified so decisions are clear and confident.
02 🧭 Client-First Planning
Recommendations grounded in what clients genuinely need, not what is easiest to sell. Honesty and care in every conversation.
03 👨‍👩‍👧 Family Protection
Ensuring the people who depend on you are provided for, with strategies that evolve as your family and priorities grow.
04 📈 Long-Term Wealth Growth
Sustainable growth strategies aligned to your goals and timeline, built to hold up through changing conditions.
Get in Touch
A Conversation Can Change Everything
Most people find it easier to start with a conversation. If something about your finances feels unsettled, reach out and we can take it from there.
Book a Free 20-Min Chat
or connect with me through Facebook or Instagram

Office Location: Keppel South Central
10 Hoe Chiang Road #03-06 Keppel South Central
Business Hours: 9:00 AM – 6:00 PM (Mon – Fri)
Contact: +65 6807 2474