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

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

Legacy planning

Retirement planning

Business succession

Estate planning

Budgeting

Risk managements

Investment planning
Hear from my clients