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Maggie Tan – Financial Services
Maggie Tan
Associate Director of Sales, Financial Services
Protection & Risk Management Financial Planning Family Financial Planning
My Story

Busy professionals in Singapore often face financial stress and uncertainty when planning for their future. My focus is on helping individuals and couples turn that uncertainty into a clear and practical plan, so they can provide for their families with confidence and not feel overwhelmed.

My journey began in customer service and administration, where I learned the importance of serving people with sincerity, empathy, and heart. Although I never initially planned to join the financial advisory industry, I chose to embrace the opportunity when it came. Over time, I came to understand how important it is to plan for the future and the impact it has on the people around us, which makes this a meaningful and long-term career for me.

This work is ultimately about people and understanding their needs. By helping clients see the value of proper planning, I aim to simplify financial decisions so they can secure their future without feeling overwhelmed. Currently building my practice as a Financial Advisor with Manulife Financial Advisers, with a goal of supporting more individuals and families while onboarding 30 to 50 clients this year.

Specialties
What I Focus On
Practical financial planning that removes overwhelm and gives clients a clear path forward, at every stage of life.
01 🛡️ Income Protection & Insurance Planning
Structuring coverage for health, critical illness, and income loss so clients are financially protected when unexpected events happen.
02 💼 Financial Setup for Early to Mid-Career Professionals
Helping working adults organise cash flow, build emergency funds, and put in place a clear financial foundation.
03 👨‍👩‍👧 Planning for Couples and Young Families
Supporting key life stages such as marriage, housing, and children by aligning financial decisions with long-term stability.
04 📋 Simplified Financial Reviews & Policy Structuring
Reviewing existing plans and breaking them down into clear, easy-to-understand strategies so clients know exactly what they have and what they need.
Client Testimonials
What Clients Say
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 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