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Grace Tan – Financial Services
Grace Tan
Associate Director of Sales, Financial Services  ·  13 Years in Industry
Protection & Risk Management Family & Children Planning Wealth Accumulation
My Story

Before entering financial services, I spent 10 years as a freelance tutor and educator, working with children and youths from age two and above. That work gave me something that shapes everything I do today: a genuine ability to connect with young people, understand where they are, and guide them with patience and care. I still do voluntary teaching now, because it is part of who I am.

Over 13 years in the industry, my financial planning practice has grown naturally out of that background. Much of my work centres on helping parents plan for their children, both now and in the future. I also work closely with students, fresh graduates, and young professionals, providing systematic guidance on budgeting and building financial habits that serve them well from the start. The families and young people I work with are not just clients; they are people I genuinely care about seeing do well.

My approach is honest and personal. I believe that good financial advice should feel like a conversation with someone who has your best interests at heart, not a transaction. My goal is simple: to help clients reach their goals with no financial regrets, through coverage that is carefully customised and advice that is always straightforward.

Specialties
What I Focus On
Planning that grows with you and your family, from the earliest years through every stage that follows.
01 🛡️ Protection & Risk Management
Customised coverage solutions that ensure every client is well protected, with nothing left to chance.
02 👨‍👩‍👧 Planning for Your Children
Helping parents provide for their children today and plan ahead for education, milestones, and long-term security.
03 🎓 Wealth Accumulation
Helping students, fresh graduates, and young professionals start building wealth early with the right habits and strategies in place.
04 📊 Budgeting & Financial Foundations
Systematic, practical budgeting guidance that gives clients clarity and control over their finances from the ground up.
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