Tan Wan Ling Samantha
Senior Personal Wealth Manager
13 years of experience
3x MDRT Qualifer
2x Million Dollar Club Platinium
I have a vast experience of 13 years in the industry. I specialises on Wealth and Retirement Planning as well as Family Financial Planning. I see myself as an advisor that listens to my clients need and provide the best solution at the best interest of my clients. Being in the industry for so many years, I worked via referrals and repeat business from my existing clients.
Areas of specialty
I enjoy discussing with my clients on their desired lifestyle during their retirement years, after all we have all worked hard during our working years. My job is to ensure they are able to enjoy their desired lifestyle without worrisome on the finances. Sailing through different life stages in life with my clients, another aspect that I enjoy doing is when my clients start to have family of their own and the planning we talked about is simple yet sophisticated at the same time. My job here is to have the planning layed out covering most/all aspects of what they need.
Family Financial Planning
Wealth & Retirement Planning