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Tan Ban Hao

Financial Services Consultant
10 years of experience
MDRT Qualifier, Certified Financial Planner

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I am meticulous in my work and will ensure that every task is completed to the highest standard, this trait allows me to maintain a consistent level of quality in everything i do. As a result of this, I am able to gain the trust from my clients by delivering high quality advises through analysing their financial status, their concerns and needs.

 

I believe in sharing my knowledege with my clients so that they are empowered to make more informed decision which are the best for themselves. With this, they will be able to be more involved in their own financial planning, and in turn achieving their short, medium and long term financial objectives.

Areas of specialty

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Legacy planning

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Retirement planning

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Business succession

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Estate planning

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Budgeting

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Risk managements

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Investment planning

Hear from my clients

"Ban Hao was recommended to me by my neighbour. What makes him different from other agents I have met is he really pays attention to your needs and most importantly does not waste your time. He recommends exactly what you need after patiently listening to you. Every moment spent meeting him is fruitful. He is also direct in telling you the pros and cons of the plans so you can make an informed decision to purchase what you will need. When he says he will go the extra mile to service clients, unlike others where it is not sincere, he does show it through his actions and no matter how busy he is he will keep you updated or provide solutions if there’s blockages. I highly recommend Ban Hao if you should ever need someone to manage or recommend policies."

Stephanie Chua

HAVE A QUESTION?

I’d love to help you with your journey in financial planning

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