top of page
shutterstock_670152970lower_edited.jpg

Tan Ban Hao

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

Tan-Ban-HaoArtboard-1.png

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.png

Legacy planning

retirement planning.png

Retirement planning

business succession.png

Business succession

VA_Website_Icons_Tan Ban Hao_legacy planning copy.png

Estate planning

VA_Website_Icons_Tan Ban Hao_legacy planning copy 2.png

Budgeting

VA_Website_Icons_Tan Ban Hao_legacy planning copy 3.png

Risk managements

VA_Website_Icons_Tan Ban Hao-04.png

Investment planning

Hear from my clients

"Joel’s been awesome at finding best coverage for me. A professional and a pleasure to deal with. Always has the answers for me and is quick to respond. One of the many reasons why will remain a loyal customer. I definitely recommend Joel Liao!"

Darren Chew

HAVE A QUESTION?

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

+65 8383 2843

banhao@aia.com.sg

bottom of page