Investment and Wealth Growth
Data-driven portfolio strategies, with ongoing market monitoring and timely recommendations backed by rigorous research.
1/3 Prologue - Malvin Tan's Unit
The person behind the perspective.
Planning has always been something I enjoy, whether developing a financial strategy for a client or organising a weekend adventure with my son. For me, a good plan is only as meaningful as its execution. Seeing thoughtful decisions translate into tangible outcomes is what drives my approach to financial advisory, with careful consideration of each client’s goals and circumstances.
I believe financial advisory goes beyond recommending solutions. It is about building a lasting partnership, understanding what matters most to each individual, and navigating life’s different stages together. Drawing from both my professional experience and perspective as a father, my goal is to help clients build greater financial security, pursue their aspirations, and enjoy the freedom to focus on what truly matters.
Malvin TanOur Approach
The Head Start
There is a stage in life where you start exploring and learning, but the bigger question is whether you are actually getting ahead.
Our philosophy was built around that mindset. We understand the ambitions of a generation that wants to start earlier, and make informed decisions without waiting for a later stage in life.
We believe life should be approached with curiosity and the right intent. That means understanding the opportunities in front of you, knowing the risks that come with them and having the discipline to make decisions that remain relevant.
2/5 Methodology
Perspective into practice.
Analytically grounded financial planning built around clear goals, thorough research and genuine partnership.
Protection and Risk Management
Comprehensive coverage across life, health and critical illness, with proactive claims support when clients need it most.
Retirement Planning
Long-term strategies that build toward a secure, independent retirement, tailored to each client's timeline and goals.
Financial Education and Planning
Breaking down complex financial concepts into clear, actionable insight so clients feel confident in every decision they make.
3/3 Team members
People who make the difference.
A Pivotal Point in life
The advantage of starting young is time. While your career is still taking shape, you have the opportunity to take on challenges and build earlier.
Be part of a young, driven team with experienced leadership behind you, giving you the experience and environment to develop your own path in the financial advisory space.
a branch representing Manulife Financial Advisers
We provide exclusive access to a comprehensive portfolio of financial products and services, thoughtfully tailored to meet your unique needs and long-term objectives.
Office Location: Keppel South Central
10 Hoe Chiang Road #03-06 Keppel South Central Singapore 089315
Business Hours: 9:00 AM – 6:00 PM (Mon – Fri)