Chariot Tan

14 years in the industry

Building a system and environment where people can achieve their best

I thrive on building systems, teams, and environments where people can achieve their best. Over the years, I’ve had the privilege of transforming organizations—from ground zero to multi-million-dollar enterprises. Strategic planning, negotiation, and clear communication have always been at the heart of my work, especially in high-stakes settings where every decision matters.

 

Advising businesses across industries has sharpened my insights and deepened my understanding of what it takes to succeed. Leading a global team of seasoned financial advisors has been a true highlight of my career, and I’m proud of the impact we’ve made together. Fluent in English and Mandarin, I’m passionate about creating meaningful, long-term solutions for clients across Asia. For me, it’s not just about achieving results—it’s about building trust, fostering growth, and making a lasting difference.

2 Times MDRT

Your advisor’s MDRT membership ensures they’re as invested in their craft as you are in your goals

from clients

I have never been keen on investing and maybe it was due to the lack of knowledge. The advisers I’ve met either have no good information or a clear explanation on investing. When I met Chariot, he was with his subordinate who had arrange for the meet up and I didn’t really expect much and thought that it is going to be another of those usual sales meeting. But it didn’t turn out as predicted as Chariot with his deep knowledge was able to define and analyze possible investment that were suitable for me. His professionalism convinced me to invest and there was no looking back ever since as all his investment recommendation had been profitable. Chariot is not an advisor but a friend who you will look up to for a profitable investment.
Yul​
Client of Chariot
While many agents are primarily focused on sales, Chariot is one of the few who genuinely cares what his policyholders are going through and knows how to advise to ensure a win-win situation. Thank God I had Chariot as my agent, as I suffered an injury back in mid-2014 which required me to undergo major surgery. Under his advice, I managed to be treated by the best doctors at Gleneagles fully covered by my existing policies. It would be your good fate to have an agent like Chariot serving you. It would be an impossibility to lose out on anything when you choose to work with Chariot.
Victor Lim
Client of Chariot
I am very grateful to Chariot for the invaluable financial advice he has given me. He is great at what he does and he’s got the passion for it. He would constantly update me on market movement and if I had difficulty understanding the market, I know that I can always look to Chariot for help. I have recommended him to my family and friends as he is highly reliable and would do so to anyone else looking for a financial advisor.
Timothy Tan
Client of Chariot
I am very impressed by Chariot’s professionalism, expertise and width of knowledge in the field of bespoke financial planning. His attitude of gratitude was demonstrated by his punctuality and his integrity was evident by the solid portfolio he manages. I highly recommend Chariot as a sounding board for personal finance and legacy planning, you will walk away enlighten and empowered.
Vernon Lim
Client of Chariot
Chariot has been my Financial Consultant for a year. At many times I have found him reliable, helpful, understanding and knowledgeable. He has excellent communication skills and has been quick to response to my needs. He was able to answer all queries that I had. Furthermore, he is a person of high integrity and extremely dedicated to his work. Chariot has my highest recommendation as a Financial Consultant.
Goh Hui Mian
Client of Chariot
I am impressed with Chariot’s passion to share his expertise and how he cares for his policyholders. He has gone the extra mile to give me advice on another policy of mine which had not been purchased under his name and provides me with frequent updates on how my investments are doing. Most importantly, Chariot is able to explain the details thoroughly to a layperson and answer all questions I have. I felt like he has given me great insight in my investments and I am always excited to review my progress with this knowledge. As of today, I have referred two of my friends to take up investments with Chariot and would not hesitate to do so when the opportunity rises again!
Daphne Cheong
Client of Chariot
It was by chance that I met Chariot and I have to say that his knowledge in one of the best I have seen. He is fantastic with what he does and is always updating us on the market performance and keeping us updated with our investments. Thank you once again Chariot. Truly appreciate it.
Sameer
Client of Chariot
As a client of Chariot’s for almost five years, Chariot has consistently provided an excellent level of professionalism and service. Throughout our interactions, it is evident that he highly prioritises my insurance needs and convenience as a client, and strives to ensure that the recommended or purchased policies do meet my needs. He is prompt in getting back with information that I requested for or answering to my queries and his after-sale service is remarkable and reliable. I highly recommend Chariot.
Sharon Teo
Client of Chariot

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