Personal Profile
I started my professional journey in technology, where attention to detail and careful planning were essential. As my path evolved, I found myself drawn more to conversations than code, to understand what truly matters to people. In my advisory work, I take a measured, thoughtful approach. I value patience, trust, and doing things the right way. For me, it’s not about quick answers, but about building lasting relationships and offering guidance that feels steady and dependable.
Career Highlights
– 7 Times MDRT Qualifier
– IFPAS Ambassador
Clients Testimonials
Sukie Tay ⭐⭐⭐⭐⭐
It’s my pleasure to offer a recommendation for Benny, my financial advisor. From the moment I met Benny, I was impressed by his professionalism, attentiveness, and genuine interest in my financial well-being. Each interaction has been not only informative but also enjoyable, thanks to Benny’s personable demeanor and clear communication style.
Chu Ai Ling ⭐⭐⭐⭐
昨天和 Benny 见面，他对我解释了关于我的大病保险的事情，我了解了很多之前我不了解的知识。他也给了我很好的关于退休后的保险规划建议，并且约了下周见面再详细探讨我的大病保险升级事项。他是一位很耐心的保险工作人员，昨天的见面收获很多也很开心
Hanita Sulaimi ⭐⭐⭐⭐⭐
Honestly, when I first signed up, it was through another agent, and Benny took over after that agent quit. I didn’t get to meet him in person; however, we only spoke on the phone once, and he sounded very friendly and helpful.
Eu Zhi Jun ⭐⭐⭐⭐⭐
Benny has been my insurance advisor for about half a year now. Even though I’m currently only getting some basic policies with Benny, and not investing, he still takes the time to methodically explain on my policies periodically, and also how I could continue to grow my wealth even knowing I am more risk averse. Benny took the time to thoroughly understand my needs and crafted insurance solutions that offer comprehensive coverage while staying within my budget.
If you are looking for an advisor, I’m confident Benny will offer the same high-quality service to you.
Eric Chen ⭐⭐⭐⭐⭐
I was looking to buy a critical illness policy for myself and came to know Benny through my colleague. Benny has been very ethical in recommending policies that are best for his clients and finding the ideal balance of coverage/cost instead of other financial planners who will introduce the most expensive plan. He has been also very proactive in following up on quite a regular basis but has not been pushy. And he has been quick in following up whenever i have questions/requests.
Seri ⭐⭐⭐⭐⭐
Benny is easygoing and fuss-free when it comes to explaining the insurance policy that is relevant for me. Doesn’t hardsell his policies so all is good.
Tong Ah Meng ⭐⭐⭐⭐⭐
The discussion was an engaging one as he provide useful facts on the policies I got with Manulife and other providers. I find his suggestion to be unbiased and covering on my concerns and goals unlike my previous agent. I look forward to working with him to provide the information and suggestions to achieve my goals.
Timothy Fung Hon Tyng ⭐⭐⭐⭐⭐
I found Benny to be very helpful in sorting out my issues and inquiries when we sat down to discuss my insurance policies. Although I have only met him once, he left a good impression on me by recommending the right solutions to my challenges. I wish him all the best for his future endeavours.
Roslan Ali Ali ⭐⭐⭐⭐⭐
Meeting with you has been truly insightful. Your explanations are clear and easy to grasp, making our interactions a breeze. I’ve gained a lot from our discussions – your ability to simplify complex information is invaluable. What really stands out is how prepared you always are, and your knack for explaining things in a way that just clicks.
Ng Kah Soon ⭐⭐⭐⭐⭐
I get to know Benny through my wife and decide to let him take over all my policies during our first meeting. He is sincere and easy going. Despite not being able to invest much due to family commitment, he still regularly asks about my well-being and updates me on my investment. Benny monitors my investment closely and makes suggestions according to the current market condition. I feel that I am in good hands and am really glad to know him.
Teo Sor Peck ⭐⭐⭐⭐⭐
Having met Benny through an introduction, I have had the opportunity to deepen my understanding of various coverages and gain insight into the financial markets during our meetings. Benny’s amiable nature makes our interactions highly comfortable and engaging. I would strongly recommend others to enlist Benny as their advisor, as he excels in elucidating plans and devising clear strategies to accomplish financial goals.
Peng Wee ⭐⭐⭐⭐⭐
I would like to express my gratitude to Benny Tan for his exceptional service as a finance advisor. Your dedication to understanding my needs and crafting a personalized plan without prioritizing commission sets you apart. Thank you for your commitment to ensuring that my coverage aligns perfectly with my requirements.
Ho Mee Ling ⭐⭐⭐⭐⭐
I got to know Benny from him taking over the service of my policy. He is very knowledgeable about insurance and his explanations are very clear. He is a very friendly and helpful advisor and I am glad he is my servicing advisor. He is very reliable and prompt in his responses. I highly recommend him to others like me who would benefit from his knowledge and reliability.
Wang Lu ⭐⭐⭐⭐⭐
It was a pleasant talk with Benny last week. His expertise and guidance have been valuable to me. I now have more deeper understanding on the bought investment plan. He helped me re-select the funds which I feel much more confident about this investment.
Chloe Her Lee Peng ⭐⭐⭐⭐⭐
My experience working with Benny Tan was exceptional. He understood my financial needs before presenting any proposals and patiently guided me through the process. His communication was clear, prompt, and professional.
Meeting with Benny Tan has been incredibly valuable for me. Not only did he help me find the perfect investment plan tailored to my specific requirements, he abstained from hard selling tactics, and provided valuable insights and advice about my plan before I embarked on making any commitments. What sets Benny Tan apart from other advisors is his profound expertise in his products and his explicit explanation of the investment categories where my funds will be allocated. This transparency provides me with clear insights into the destination of my money, unlike other agents who merely propose a plan without divulging the specifics of where the major investments will be directed.
I highly recommend Benny Tan to anyone seeking for insurance and/or investment plans. His professionalism, expertise, and understanding of individual needs make him an excellent choice for providing comprehensive coverage tailored to your requirements.
Jessica Michelle Lee ⭐⭐⭐⭐⭐
I first met Benny through a career post for a Financial Consultant position. I find him to be very patient and helpful as he introduced some health plan and endowments plan to me. He stands out from other planners as he explained in detail the pro and cons of each plan that he thinks suit me. I will definitely refer his services to my friends and family.
Ting Hiong Hiong ⭐⭐⭐⭐⭐
I first got to know Benny Tan Yee Long as a friend’s friend’s son, but initially, I didn’t know much about him. From the very first meet-up to my second year of interacting with him, I have personally found him to be knowledgeable and competent in his work.⠀
⠀
His main focus is on his clients’ needs, as he takes the time to listen and understand my situation before providing any recommendations. I appreciate his unbiased yet honest approach, as well as his long-term perspective. He doesn’t rush to close deals or play any emotional blackmail that could lead me to make a bad decision. Instead, he presents the potential risks and explains how he plans to invest my money in a safer way, giving me time to consider before committing to the plan.
⠀
Working with him feels comfortable. What’s most important is that the outcome is within or close to what we projected. I would highly recommend him to others without hesitation.
Chong Mei Juan ⭐⭐⭐⭐⭐
I get to know Benny as my financial consultant through my mum. He takes time to explain the queries that I have and go through with me patiently. He is a professional consultant and he knows his work very well. He also would go the extra mile to find out more things that I ask for. I would recommend him to my friends should they need any financial advice.
Chua Qi Shiuan ⭐⭐⭐⭐⭐
The explanations given by Benny were clear and took into consideration my current situation in order to provide the best options and plans.
He took ownership and followed up to keep me updated, and was action-oriented to ensure that requests were completed in a timely manner.
Chia Lai Chun ⭐⭐⭐⭐⭐
Dear Mr. Benny Tan,
I am writing to express my sincere appreciation for the exceptional service and support you provided during my recent experience with insurance planning. Your deep understanding of the insurance industry and keen attention to detail are evident throughout our interactions. You took the time to thoroughly assess my needs and concerns, and you provided valuable insights and recommendations tailored to my specific situation.
Beside my insurance planning, you also introduced other financial services provided by Manulife. You took the time to explain complex concepts in a clear and concise manner, ensuring that I had a thorough understanding of the policies and services available to me. Your responsiveness and willingness to address any questions or uncertainties I had further solidified my confidence in your abilities.
I am grateful for the thoroughness and attention to detail you exhibited throughout the process. Your professionalism, integrity, and genuine care for your clients truly set you apart as an exceptional financial advisor. I would wholeheartedly recommend your services to anyone in need of expert financial guidance.
Brian Ng ⭐⭐⭐⭐⭐
Benny is sincere, patient and knowledgeable with the available financial products. He offered and compared various options that would better suit my financial needs. Through the friendly interaction, he also demonstrated professionalism in his field of practice.
⠀
I would strongly recommend Benny as your financial consultant to progress along with you on your financial journey.
Hanim Alkaddri ⭐⭐⭐⭐⭐
I got to know Benny through a friend’s recommendation when I was looking for an insurance agent as well as a financial advisor. I was clueless about financial investments, but Benny took the time to understand my doubts and explained in detail the available options, providing sound advice. He also developed a financial plan to ensure it aligned with my future goals. I found him to be professional, knowledgeable, and empathetic to my needs and financial capabilities. Additionally, he was easily reachable, promptly responding to my messages. No matter what questions I had, he always made sure to get back to me.
Without any hesitation or reservation, I would highly recommend Benny to anyone.
Sai Zay Yar Tun ⭐⭐⭐⭐⭐
Benny had been helpful and responsive to my queries.
Wong Kit Hing ⭐⭐⭐⭐⭐
I know Benny for a couple of years. This year, 2024, is the first time we meet in person. Our correspondence is through emails or WhatsApp. He is always pleasant and helpful, knowledgeable in resolving any questions I have. This time, I approached him regarding supplementary healthcare.
Even though I am a Singaporean, I am confused about Medicare and Careshield. He brought to my attention the supplementary healthcare I am looking for and provided the pros and cons. He also discussed various kinds of investments that I should look into.
He is professional and knowledgeable but allows me to make the final decision. I will definitely recommend him to my family and friends.
Michael Teo ⭐⭐⭐⭐⭐
I had a positive experience interacting with Benny during our meetings. Benny was very helpful and patient in explaining information to me. He provided a clear recap of my insurance plans and coverage, including any updates or changes that had occurred throughout the year. The value I received from meeting with Benny was gaining a better understanding of my current healthcare coverage and what to expect in the future, should anything happen to me. I appreciated Benny’s willingness to answer my questions and provide guidance.
⠀
Benny stood out from other advisors I have worked with because he was genuinely concerned with finding out my needs and providing the right solutions, rather than focusing solely on closing a sale. His approach was not pushy or aggressive, which made me feel more comfortable communicating with him.
⠀
I would highly recommend working with Benny because he has a genuine interest in helping his clients find the right solutions for their needs, rather than solely focusing on closing a sale. His approach is not pushy or aggressive, and he is patient and willing to answer questions. Additionally, he is knowledgeable about his field and provides clear explanations of complex information
Manickam Sumathi ⭐⭐⭐⭐⭐
Benny was very professional in his interactions with me. Since the time I expressed interest in retirement plans with him, we met up a few times. He was clear and thorough in his explanations. He also worked out a few proposals for me to compare and went through with me patiently with me, while accommodating my numerous questions.
Lee Siew Ang ⭐⭐⭐⭐⭐
After John Hancock completed the merger with Manulife, Benny Tan has been the person who served me until now. He has a passion for his job, excellent financial acumen, and a good attitude, making him the best I have encountered so far.
⠀
Benny is very responsive to the tasks he undertakes and always keeps his clients in mind. Lastly, I would like to say that he is a trustworthy and reliable person who one should be able to work with or get along with. His attitudes toward his work truly reflect the high quality that he consistently delivers. I hope that he will continue to be an asset to the company of Manulife.
Peter Wee ⭐⭐⭐⭐⭐
I have engaged Benny as my financial services consultant for some years now, and I would describe my experience with him as truly exceptional. His friendly and approachable nature makes him easy to connect with, and he excels in simplifying complex financial concepts. Under his guidance, I’ve learned a lot about personal finance, gaining valuable insights. What sets Benny apart is his approachability. He’s always available to answer questions, provide assistance, and offer guidance. His extensive knowledge in the field is evident, and he imparts it generously. His advice is not just informative but also highly practical.
Edmund Chun ⭐⭐⭐⭐⭐
Benny took over my insurance programme from another agent. Although I am not his direct client, he still gave his best to serve my needs. His professionalism is out of this world. He is so sincere on his advise….. Strongly recommend anyone to him without hesitation.
Lakshman ⭐⭐⭐⭐⭐
Benny is a dedicated agent who consistently strives to provide the best service for his clients. He makes an effort to stay in touch with me, even when I am occupied with work. Additionally, he endeavors to understand my financial needs and offers assistance when necessary. Benny is not only friendly and patient but also a pleasure to collaborate with.
Muhammad Faris ⭐⭐⭐⭐⭐
Benny has been very assisting and helpful in the process of understanding the insurance and what it provides. He has also helped me to understand how the investment process works.
Zaini Kassim ⭐⭐⭐⭐⭐
Great! Everything was in detail. I got to understand everything for what I am paying for. Benny Tan explained the policy in detail, leaving no room for confusion. He is a reliable and trusted advisor.
Won Xuan Nun ⭐⭐⭐⭐⭐
Benny is an individual who has the ability to explain policies effectively. Furthermore, he provides suitable recommendations tailored to his clients’ needs!!
Sean Chua Wei Jun ⭐⭐⭐⭐⭐
I am delighted to share my heartfelt testimonial for Benny, my exceptional financial advisor. Benny has truly made a positive impact on my financial journey in more ways than one.
Benny’s remarkable ability to actively listen has been instrumental in guiding me towards a brighter financial future. His patience and attentiveness have allowed me to articulate and explore my short-term and long-term goals with utmost clarity. Under his expert guidance, I’ve been able to reflect and work on a financial plan that aligns with my aspirations, ensuring that I’m on the right path to achieve them.
One of Benny’s most commendable qualities is his steadfast commitment to ethical and honest practices. He has never resorted to a pushy or high-pressure approach, which is unfortunately all too common in the financial advisory field. Instead, Benny takes a genuine interest in understanding my needs and priorities, and he tailors his recommendations accordingly. His dedication to providing personalized solutions has not only instilled trust but has also ensured that I never feel pressured into signing up for policies or premiums that I don’t require.
Beyond his professional expertise, Benny’s down-to-earth nature shines through in every interaction. Our conversations are not just about numbers and investments; they are enriched by his warmth and authenticity. This makes working with him a truly enjoyable and enriching experience.
In Benny, I’ve found a financial advisor who is not only knowledgeable but also caring, ethical, and personable. I have the utmost confidence in his abilities and am grateful for the positive impact he has had on my financial well-being. I wholeheartedly recommend Benny to anyone seeking guidance on their financial journey.
Joey Foong ⭐⭐⭐⭐⭐
My journey with Benny Tan as my Financial Consultant has been a pleasure. From the moment we started interacting, I could sense his genuine enthusiasm for his profession. His exceptional skills and service truly make him stand out from other advisors in the industry. But what truly sets Benny apart is his warm and personable nature.
His good personality creates an environment where I feel valued and at ease, making our interactions enjoyable and productive. Benny’s passion and expertise make him the ideal choice for anyone seeking top-notch financial guidance.
Wirontono Tandiono ⭐⭐⭐⭐⭐
Good knowledge about the products and options. Benny is very helpful and friendly!
Li Shan Tang ⭐⭐⭐⭐⭐
Great 
Tania Tasada ⭐⭐⭐⭐⭐
I have a very good experience consulting with Benny. He gave a very clear explanations and great suggestions based on what my family and I need. The most interesting aspect is that he can give recommendation not based on 1 company product but he will help make the comparison of different company’s products and provide explanations of the differences. This really saves a lot of my time doing research or meeting with multiple agents.
Rohayu Binte Hamdi ⭐⭐⭐⭐⭐
Benny is a professional and knowlegeable agent. He conducted zoom meetings regularly to update me on current situation of my policy and other insurance matters.
⠀
He is a responsible insurance planner who truly cares and he patiently guide and advice me on the process of surrendering my policy. I will definitely recommmend him to my friends and relatives.
Joshua Pay ⭐⭐⭐⭐⭐
Benny has helped me to easily understand the workings of financial products. Unlike others from my past experiences, Benny focuses on understanding my current coverage and priorities more than identifying gaps to cover with more products. He is knowledgeable and also openly shares about both the pros and cons of different products, and I am happy to say that I am better equipped to make my own decisions.
Shaun Sim ⭐⭐⭐⭐⭐
I met Benny through my wife and was very impressed at how readily he was willing to offer advice and help to me despite me not being a client of his. Through his interactions with my wife, i can also tell that he is a patient and thorough professional who will go the extra mile to seek out relevant policies that caters to his clients needs.
Izzat Mustaqim 
I first got to know Benny when I was working with him at Manulife Financial Advisors. He was my Team Leader and it was a pleasure working with him. He introduced me to the business and guided me through everything. From the exams, to how to engage with clients and the different concepts of financial planning.
Something that I admire about Benny is his perseverance and patience in guiding me. He regularly checks on my progress and ensure that I am on the right track. I believe others should work with him as he is a great leader and takes care of people around him.
Ho Cheng ⭐⭐⭐⭐⭐
I first met Benny back in 2020 through my parents. They met him at a roadshow in the shopping mall and was approached. From their conversation with me, I thought that I can grow my savings from other avenue rather than the low interest rate in the bank, hence i decided to sign the plan.
⠀
The value that I learnt is plan for your future. We as the younger generation do not have mindset of planning for retirement but to enjoy what you have as of today. Thus, with the help from a financial advisor, you know that your retirement will not be starving with no money to get over the day. Benny is not the type that will forcefully asked you to buy into what he said but lend a learning ear and work around how it will benefit his client by standing in their perspective.
⠀
I would recommend to my peers and future colleagues to Benny as with his years of experience, he is able to work around your needs and draft out the ideal plan for you to enjoy your later years.
Septina Tan ⭐⭐⭐⭐⭐
My friend introduces me to Benny when I was looking to buy insurance. He understands what I want and introduces policies that is suitable for my budget. Also, he’s very patient to go through the policy benefits and details.
Thank you for putting the effort for schedule the meeting. Appreciate it!
Kelly Patricia Liman ⭐⭐⭐⭐⭐
I knew Benny from a friend’s recommendation when I’m trying to find insurance. He is Benny’s friend and also client. As a student at that time, I didn’t know much about finance and also insurance, so I’m trying to find a trusted agent that can help me start. Benny is very patient when I took very long to reply him. Because I’m clueless he taught me and give me insights about investment and also about what package that I need. He didn’t hard-sell and not forcing and want to listen. So far I’m very satisfied. Thank you Benny!
Tan Yuan ⭐⭐⭐⭐⭐
I have gotten to know Benny through my sister. After our discussion, I can see that Benny was thorough with his explanation as he will simply technical jargon to based on his customers level of understanding. I would advise engineers or people whom lack the time to invest to work with him!
Muhammad Al-Hafiz ⭐⭐⭐⭐⭐
Benny is my 3rd Financial Consultant that took over my portfolio after the pervious agent. I met Benny in person via Zoom for a policy review and refreshment. Thought the meet, Benny took the initiative to run whole policy once again sequentially and he took the extra mile to show me important areas of the policies and benefits that my insurance covers as my refreshment. He was there to answer my doubts and questions patiently.
Thank you once again Benny for staying in contact and handling my insurance policy!
Mohamed Farhan Salleh ⭐⭐⭐⭐⭐
I first got to know Benny through a referral from my other Financial Advisor, Fazees. Although we only managed to catch up only once a year for our policy reviews, it has always been a very informative and positive session. I find Benny to stand out from other advisors because he used to work in the IT industry and we can understand each other a little bit better.
I highly recommend everyone, especially engineers alike, to seek out Benny for all of your financial needs as he would understand more about the IT industry market and work out a financial plan to ensure it aligns with your future goals. I would also like to add that Benny is not your usual financial consultant. He will not ‘sell’ you a policy without reviewing your financial status and ensuring you have the sustenance. Benny ensures that the policies purchased will not be a huge burden to your finances.
Whey Kitt Poon ⭐⭐⭐⭐⭐
Knew Benny for many years since army days.
I entrust my polices with him as he is very down to earth, and does not hard sell. He only recommend what is needed.
Terry Peh ⭐⭐⭐⭐⭐
I got to know Benny in 2016 through friend recommendation. Benny help to manage my family financial plans. He is very professional and helpful. He will proactively schedule meet up to update me the result or changes of my investment portfolio and policy plan. This gives me confident to engage him for any of my financial and wealth management needs.
Isabell Soo ⭐⭐⭐⭐⭐
Benny was introduced to me by a friend and I’ve recommended him to a few of my friends subsequently. He is a great financial advisor, trying to understand everything that goes around in my life to recommend better products but never pushy. I remember he explained ever an hour on investment products as I had endless questions and he was super patient and clear throughout the session, easily coming up with flexible products that can fulfil what I want. I will continue to recommend him to my friends.
Eric Chen ⭐⭐⭐⭐⭐
I was looking to buy a critical illness policy for myself and came to know Benny through my colleague.
Benny has been very ethical in recommending policies that are best for his clients and finding the ideal balance of coverage/cost instead of other financial planners who will introduce the most expensive plan.
He has been also very proactive in following up on quite a regular basis but has not been pushy.
And he has been quick in following up whenever i have questions/requests.
If you have any insurance needs, do contact Benny for a chat with no obligations.
Kenn Ruslim ⭐⭐⭐⭐⭐
I am glad that Benny was the first financial advisor that I talked with when I was looking for a coverage. Instead of facing some pushy and know-it-all agents, I was engaged by a caring and understanding friend. During all of our interaction, Benny was never the type to push his own agenda to me and always respected my decisions.
⠀
He always try to understand my needs and situation, as well as what I wanted to achieve, and helped me to understand the best options that suited those. While I am definitely not his biggest client, I can feel that he treated me with full respect all the time.
⠀
I usually am not the type who likes to talk with financial advisors, and would prefer to avoid any meet-up even if it’s only for yearly updates or just a coffee meet-up. However I don’t feel that way when I’m meeting up with Benny. I could even enjoy talking with him, as sometimes the discussion about products and companies that he represented only consists of like 20-30% of all the talks we would have during the meeting.
Joanne Im ⭐⭐⭐⭐⭐
A friend of mine introduced Benny. That time, I just had an accident without any private insurance covered. In fact, I wasn’t very convinced with the insurance company representatives that I had met back then.
My friend told me Benny is a trustworthy and sincerely taking care of the clients so I gave it a try.
Unlike many other representatives, Benny gave me a great credibility from the first meeting and I was able to easily understand the insurance program that I was introduced to.
I have asked for various programs including investment and noticed Benny has very solid knowledge over wide range of areas that I inquired!
Benny has become ‘to go’ person – just one text msg away! Anything I want or any questions – just text him!
He will be there in a hurry!
Gwen Goh ⭐⭐⭐⭐⭐
Benny was introduced to me by a friend as I was looking to insure my kids.
He introduces policies that is suitable for my budget and what I am looking out for. A man of integrity and best of all, not pushy!I had my fair share of encountering agents who are pushy just for the sake of sales target!
Definitely someone who you can look for to do financial planning with!
Tang Tian Yong ⭐⭐⭐⭐⭐
I got to know Benny after I was assigned a new advisor. He showed and explained many different types of policies available in the market. He is very knowledgeable in his field of work and can always answer any questions that I ask. Benny is very efficient when it comes to claims, so I would definitely recommend working with him.
Esther Tan
Benny took over my portfolio in Mar 2020. Within 6 months and during the mid of pandemic my portfolio grew by 30%.
His service is absolute fantastic, he provided monthly update of my portfolio and when I need him to transact a withdrawal, he did it with prompt action.
His reponse to my whatsapp query is usually within 15min. I am thankful and grateful for his financial service and advise, he made my dream of purchasing a house possible.
Loh Kristin ⭐⭐⭐⭐⭐
I got to know Benny as I was an existing customer of Manulife. He provided me with a lot of information about insurance and recommended a policy from Raffles Health Insurance, as most companies would not accept me due to my pre-existing conditions. Benny is a friendly and knowledgeable person who is not pushy😊
Charlene Tay ⭐⭐⭐⭐⭐
I have never engaged anyone in the insurance sector for my own life and financial planning as the market was filled with much controversial cases of deceit for quick cash, until I met Benny just when he kicked off his career in Manulife.
⠀
Consistently professional in every appointment and review, whether any business was conducted or not – his enthusiasm of providing sound and unbiased advice with his willingness to share a story or two has got me learning much more about financial planning than I’d expected to. He is a man of his words and will get issues with my policies solved with dedication and speed. With his clear goals in mind, career or life-wise, it’s a guarantee for me to say that this advisor is a definite keeper for generations to come.
⠀
Keep it up and I hope your future endeavours would be fruitful!
Tan Kwong Chia ⭐⭐⭐⭐⭐
Benny has been very patient and helpful to my enquiries. I would have tons of burning questions and even dangerous misconceptions about the insurance and investments concepts, but Benny has always clarified and detailed out the truths to my questions with much patience. He is generous with his advice and is always of assistance to ensure that my insurance benefits are claimed rightfully, even though I myself have long-forgotten about claiming!
⠀
很感激裕龙 (Benny) 的协助。我与裕龙会面时和沟通，当我有任何疑问或对保险和投资概念有所误解， 他会带着较多耐心，仔细的解释给我听。裕龙很乐意的为我提供建议而且他还帮我把我遗忘掉的医药费，得到保险索赔!
Sai Zay Yar Tun ⭐⭐⭐⭐⭐
Benny has exceeded my expectations, and our meetings have been educational. Following our discussions, I have become more aware of my financial plans and goals as a result of his advice. I would highly recommend him to my friends and family members who are looking for financial help.
Antony Salim ⭐⭐⭐⭐⭐
I get to know Benny from friend of mine that already having life insurance in Singapore. It is great to have advisor like Benny to give clear explanation and get to know the client/customer, what is my actual needs, so that he can give a solutions that cater my need.
⠀
What makes Benny different from the other advisor, is that he have many options that I get to choose, such as many insurance company, and the other benefit also, all being nicely summarized in table format. I personally think Benny as a nice friend that know many good restaurants, therefore people should keep in touch with him also
Chan Foun Ling ⭐⭐⭐⭐⭐
Benny has been providing useful information for my personal investment plans as well as medical protection. He is new to the industry but is very helpful and knowledgeable to the areas I need to know. Would strongly recommend his professional services to my friend.
Felicia Tan Xin Yu ⭐⭐⭐⭐⭐
I known Benny around 6 to 7 years ago after he took over all my policies from another advisor who had resigned. He is a very trustworthy and helpful advisor who never fails to follow up on my insurance policy.
Ham Kow Yen ⭐⭐⭐⭐⭐
Benny Tan has what the services and attitude I expect from a insurance agents. Prompt to reply or enquires, have good knowledge of his work well, good PR skill and proper attire and hairstyle which make him look smart.
Celine Ho ⭐⭐⭐⭐⭐
I know Benny through his parents. He is a very helpful person and an excellent financial planner. After he managed my investments, I really saw the profits grow. Whenever I have questions about insurance or investments, he follows up and gives me updates. I am very satisfied with his service.
Loke Yuen Yee ⭐⭐⭐⭐⭐
I got to know Benny through a change of agent. He will do things above and beyond and update us monthly. I feel that he’s not just an advisor but also someone who cares and always patient in explaining things. Excellent and responsible person
Joyce ⭐⭐⭐⭐⭐
A friend introduced me to Benny, and I decided to have a chat with him as my friend said he always provides her with updates on her investments. I find Benny easy to speak with, and he can clarify any doubts I have regarding investment products. He is not pushy and constantly asks for my views on the investment products he recommends.
Kelvin Chow ⭐⭐⭐⭐⭐
In 2017, I was introduced to Benny and since then, he has helped me plan my finances objectively and with an open mind. He is (always) patient and meticulous in his advice and suggestions. In these turbulent times of the war in Ukraine, economic woes brewing from South Asia, and the after-effects of the Covid pandemic, we continue to have financially-sound conversations about the future and our investments. His demeanor is calm and reflective, enabling me to understand better the gaps in my existing portfolio, discarding any overlaps. He identifies what I need or am lacking and proposes specific plans and policies that befit my abilities and requirements.
⠀
Under no circumstances does Benny hard sell what the company has. He provides a service that benefits me in the long run. In short, he helps me plan my future. His professionalism, friendship, and dedication are commendable. In sickness and in health, I am now more informed and mindful. I feel assured.
Daniel Hou ⭐⭐⭐⭐⭐
My previous financial adviser was not competent to provide me with accurate details of the financial plan which he was trying to persuade me to buy. However, Benny is totally different. He explained the financial plan clearly to me in a way that I could easily understand.
⠀
He also provided me with accurate information for my financial planning. He showed empathy to me while I was having financial difficulty during COVID-19, and was proactive in understanding more about my current situation. As a result, he provided me with great financial advice that I really needed and assisted me in my financial planning really well.
⠀
Thank you very much, Benny.
Adeline Seah ⭐⭐⭐⭐⭐
Benny is someone who portrays good after sales service with great patience. Thumbs up.
Jafni ⭐⭐⭐⭐⭐
Benny has been very helpful in getting the insurance I needed. He explained and gave me assurance in every aspect and every detail in everything I asked. It is a pleasure dealing with him. He provides prompt service! I would highly recommend him!
Annabelle Lee ⭐⭐⭐⭐⭐
Before meeting Benny, I had a previous financial adviser from another company. After his resignation, the new agent who took over could not provide the same quality of service. Fortunately, a close friend introduced me to Benny, who showed professionalism in serving my policies and addressing my questions.
⠀
I would say he is the most sincere and modest adviser I have ever met. Although I may not have the same level of financial or insurance knowledge as him, he is able to translate into layman’s terms and explain details patiently. I am also very comfortable with Benny because he is different from other hard-selling advisers I have come across; he will not pressure you into buying something you don’t need.
⠀
I am more than pleased with his service and believe that with his sincerity and reliability, he is an asset to anyone looking to plan their financial future.
Miranda ⭐⭐⭐⭐⭐
Although I had only known Benny for a very short period, he has left me with an impression of being approachable, knowledgeable, efficient, and honest. If he cannot provide an answer right away, he always gets back to me with the information. I would definitely recommend Benny to anyone.
Eileen ⭐⭐⭐⭐⭐
My previous financial adviser was not knowledgeable enough to provide me with accurate details of the financial plan which he was trying to persuade me to buy. Benny, on the other hand, explained and gave me assurance in every aspect and every detail in everything I asked.
⠀
I find Benny easy to speak with and he is able to clarify any doubts I have on investment/life plans, etc. He is a good financial advisor.
Peter Wee Beng Huat ⭐⭐⭐⭐⭐
In 2019, I was introduced to Benny Tan through a relative of mine. During our casual introduction, he was socially friendly, truthful, and sincere. He impressed me with his desire to help people like me put surplus money to potential growth in profit. He widened my understanding of opportunities for growth and earning income for my retirement. Choosing him as my financial advisor and putting my funds in Manulife made me happy and more secure with his good foresight.
⠀
Since then, I have been much more secure having put my trust in Manulife and him as my confidant financial advisor. Looking back after a year now, I see my profit earnings grow handsomely and I feel confident in increasing my investment with him in the future. For a review, I strongly encourage others like me to pick a better investment choice that will grow gradually. It’s heartwarming and enlightening to put my trust in Manulife Life & IFast Investments for a 3-year term.
Mdm Lee ⭐⭐⭐⭐⭐
I was introduced to Benny Tan by his father in 2010, and I bought some Manulife products from him. He gave me good advice and service, and since then, I have recommended him to friends and relatives.
⠀
They are just as pleased with him and happy with whatever they have bought through him, as he is able to offer them a wide range of choices and is always there to advise concerning financial matters. Benny will continue to help me with financial planning as and when required. Thank you, Benny. 
Josephine Phoon Lai Kuen ⭐⭐⭐⭐⭐
Got to know Benny when my ex insurance agent left years ago and Benny took over my portfolio. Benny is a responsible and helpful insurance agent, he will get me posted as and when is required. His information is very fruitful and updated. He will try his best to meet up via WhatsApp, zoom, phone calls, or in person etc. Will highly recommend if someone needs an insurance coverage. Good job and keep it up, Benny
Mock Chek Boon ⭐⭐⭐⭐⭐
I have known Benny Tan for a few years after being introduced by his father, Tan Hock An, who also works at Manulife. Benny has helped me grow good profit from my CPF investment scheme. Throughout these years, I have gained confidence in Manulife, Benny Tan, and his team for managing my CPF investment scheme.
⠀
His team is really helpful in looking after my investment carefully. They update and advise me promptly on any news. I hope Benny Tan and his team continue to provide confidence and trust to their clients. Good job, and I wish you all the best, safety, and good health. Thank you.
Mdm Kong ⭐⭐⭐⭐⭐
Thank you Benny, I’ve received my payout claim. My injury claim during this COVID-19 period, you have put me in such ease by processing my claim hastily and efficiently.
⠀
The claim process with you was straightforward and fuss-free. I’m really grateful for your help!
Bernard Gallanger ⭐⭐⭐⭐⭐
Benny took time to assess my needs and requirements and took time to choose the correct plan to address these needs. He was attentive to details and responsive to my scheduling requests
Rostam ⭐⭐⭐⭐⭐
Excellent at handling difficult customers like me. He understands my needs and is able to come up with plans that meet my requirements.
Prema D/O Narayanan ⭐⭐⭐⭐⭐
Benny is a very good & well explained about the policies what should i do & do not. Best part he understand my financial situation first then recommend me which policy will be comfortable. Rather just ask me to buy this & other later finally i cannot pay the policy amt. Im glad to have this person to serve me.
Teo Lek Kuan ⭐⭐⭐⭐⭐
我认识 Benny 是因为我的那个之前的保险代理人没有做了， 所以 Benny 就接管。我觉得 Benny 他真的有责任感。他会帮助你 – 怎么样去处理你要的问题，还是你有什么难题你觉得你要不要继续（保单）- 他会给你建。他的建议很好。
⠀
到目前我与他的沟通都好，他会尽量来跟我沟通。 假如有人要他的建议，你可以请教他 – 他是一个较好的代理人。现在他又管理很多东西，什么东西都可以问 (NTUC, Travelling insurance) 都可以问。假如我有很好的朋友我一定会介绍他。
Tan Xin Yu ⭐⭐⭐⭐⭐
Benny is very detailed in his explanation. He is also patient and provide good service. We trust him fully to handle our financial planning. Would highly recommend anyone who needs to structure their personal financial plan.
Suhana binte Abdul Halim ⭐⭐⭐⭐⭐
I first met Benny through my previous advisor. Our first meeting was on Zoom, and I was worried that it would be awkward. However, Benny was friendly and approachable and asked questions to get to know me better. On our second meeting, Benny explained to me about my insurance, and was very patient in explaining.
⠀
I found him to be professional, knowledgeable and empathetic to my needs and financial capabilities, and guided me on the next step. One thing I liked was that he did not put any pressure on me. I would recommend him to any of my friends who is looking for a trusted financial advisor.
Maslina binte Kasri ⭐⭐⭐⭐⭐
Benny explained well and make sure I understands which policy suitable and suits my needs for the future. Friendly and is a good advisor who explain in detail regarding the policy..thumbs up…
Xiu Fen ⭐⭐⭐⭐⭐
I am very satisfied with Benny’s service. He is extremely detailed and meticulous in his approach to financial planning. He took the time to understand my financial goals and provided me with personalized solutions that met my needs.
⠀
He also made sure to explain all the details and options available to me, which made me feel more confident in the decisions I was making. He was always available to answer any questions I had and made the process of financial planning very easy and stress-free. I highly recommend Benny to anyone looking for a financial advisor
Li Leen ⭐⭐⭐⭐⭐
Explanation of the policy very clear, always have in hand client’s info for reference when meet up Benny has been very patient with me throughout knowing I’m always very forgetful. Always work closely with me to give the latest updates and work best to fit my needs.
Mr Than ⭐⭐⭐⭐⭐
Very satisfied with Benny, he gave a very detailed explanation of products. Yes, I will recommend Benny to others IPA Advisory has very professional consultants.
We provide exclusive access to a comprehensive portfolio of financial products and services, thoughtfully tailored to meet your unique needs and long-term objectives.
Evolving With The Times
Curated insights to help you make informed financial decisions
Personal Profile
I’ve always been driven by the desire to make a real difference in people’s lives. Early in my career, I realized I wasn’t fulfilled by the corporate grind or behind-the-scenes work. I wanted to connect with people, to help them feel secure, and guide them through important decisions that would shape their futures.
Financial advisory became the perfect space for me to do just that, to understand what matters most to my clients and create solutions that allow them to build the lives they dream of. Whether it’s ensuring your family’s well-being or planning for a comfortable retirement, I’m here to help you take the steps toward peace of mind and long-term success.
Career Highlights
Manulife Financial Advisers
(2025 Titan Club – Rising Star)
Clients Testimonials
John Chuang ⭐⭐⭐⭐⭐
I have the pleasure of working with Charlene as my financial advisor, and I couldn’t have asked for a better person for the job.
Charlene is professional, approachable and extremely passionate about what she does. She took the time and effort to explain the details of various relevant policies, making sure I understood all my options before making any informed decisions. She eventually helped me find the best solutions for my accident, critical illness, and hospitalization needs, all the while showing great commitment to meeting my own financial goals. If you’re looking for someone who is professional, friendly and committed to help, Charlene is definitely the one to look for.
Charlene is professional, approachable and extremely passionate about what she does. She took the time and effort to explain the details of various relevant policies, making sure I understood all my options before making any informed decisions. She eventually helped me find the best solutions for my accident, critical illness, and hospitalization needs, all the while showing great commitment to meeting my own financial goals. If you’re looking for someone who is professional, friendly and committed to help, Charlene is definitely the one to look for.
Yong Zhen ⭐⭐⭐⭐⭐
Charlene is always on the lookout for plans that are tailored to my life circumstances. She is patient in explaining finer details and takes the time to really understand my concerns and preferences. Charlene has been super helpful in ensuring that I get the best options for both insurance and investment plans. Thank you Charlene for going the extra mile for me!
Corrinne ⭐⭐⭐⭐⭐
Charlene is a very dedicated financial advisor who’s passionate about learning. When serving her clients, she puts herself into their positions to understand what they really need and tailor the plans to their specific circumstances. Beyond selling, she’s committed to continue providing value to her clients with close monitoring of the market, ensuring that the policies continue to stay up- to-date based on market conditions and her client’s evolving needs. I’m glad to have her as my agent and look forward to continue working closely together.
John ⭐⭐⭐⭐⭐
Charlene is a responsible person who always follow-up closely on the status of my policies. I will not have to worry about forgetting to sign certain documents or claiming some promotion goodies on time as Charlene will give me a reminder whenever I forget. She is also honest and trustful that will try her best to recommend the policy that is suitable for me. If needed, she will also specifically tailor a financial plan according to what I want.
I’m thankful to have her as my agent.
I’m thankful to have her as my agent.
Ler Theng ⭐⭐⭐⭐⭐
Charlene is someone who will listen to my needs and also hear me out o n my concerns. When I speak to her, she helps me to consider what are the best options for me while weighing the different possibilities. She also shares from time to time promotions that she thinks would potentially benefit me. I think this is a fruitful partnership and I’m thankful that she is my agent.
We provide exclusive access to a comprehensive portfolio of financial products and services, thoughtfully tailored to meet your unique needs and long-term objectives.
Seasoned Advisors
Our commitment is to be your financial partner for life, with advisors who share that same dedication
Decades of Competence
For over four decades, we’ve grown into a leading financial services firm, guiding thousands of individuals and families in their financial planning
Client Stories
Our clients say it best
I first got to know Benny as a friend's friend's son. His main focus is on his clients’ needs, as he takes the time to listen and understand my situation before providing recommendations. I appreciate his unbiased yet honest approach, as well as his long-term perspective. He doesn’t rush to close deals or play any emotional blackmail that could lead me to make a bad decision.
Ting Hiong Hiong
Client of Benny
I have known Jazlyn and Owen since the year 2014. I had my doubts initially but they have proven otherwise. They are both cheerful, approachable and attentive. For all policies that I have with them, they would ensure that I understand thoroughly on what I am procuring. This is what I like about them, sincere, dedicated and most of important all they have become friends of my family and me.
Andy Yee
Client of Owen
Malvin is definitely one of the most genuine and hardworking people that I’ve met in his field. I had the pleasure of having Malvin as my Financial Advisor since 2019. He was always willing to go the extra mile to check in regularly and made sure that I understood every detail in my portfolio. I greatly appreciate that he would tailor tips and recommendations when I was at different phases of my life, and hence really trust him to handle my portfolio.
Jing Yi Low
Client of Malvin
Multi Generational
Discover our philosophy behind how we create lasting impacts across generations
We provide exclusive access to a comprehensive portfolio of financial products and services, thoughtfully tailored to meet your unique needs and long-term objectives.
A Trusted Partner
Serving families across generations with care and competence
We provide exclusive access to a comprehensive portfolio of financial products and services, thoughtfully tailored to meet your unique needs and long-term objectives.
