A Calm Step Into the New Year

James Tan

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A Monthly Curated Newsletter

As we embrace the new year, it may help to remember that the turning of the year doesn’t call for grand plans or perfect routines. Instead, it invites calm, adaptability, and trust in small, consistent steps. The collection of articles gathered here speak about the value of steadiness over speed, flexibility over force, and provides a quiet assurance to just keep going—even without clarity.

Most Resolutions Collapse by February. Here’s the System High Performers Use Instead

If your resolutions fade fast, it’s not a discipline problem. This piece shows how high performers skip rigid goals and build simple weekly systems instead—focusing on identity, small habits, and structure to create change that actually sticks.

Beyond the New Year: How to Turn Family Resolutions into Everyday Rituals

Make family resolutions stick by setting small, realistic, shared activity goals, involving children in planning, focusing on behaviours not outcomes, building connection, and staying flexible—so routines become enjoyable habits rather than abandoned ambitions.

Why humans are surprisingly bad at being happy | Laurie Santos

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Proudly Brought to You I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
James Tan

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Testimonials and Referral Notes

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Standard Chartered Bank "Future-Proofing You" Event

James conducts regular training on financial planning to banks. Also featured in public events and interviews on opinions with regards to matters pertaining to financial affairs and wealth management in general. Click link below for FaceBook Live interview: https://fb.me/e/2f5rnAR8E

Connie Wee, Retiree

"James was very clear and patient in his explanation of the pitfalls and considerations when setting up a lasting power of attorney and Will. I did not know that there were so many areas to consider and am rather surprised that a financial consultant would have the knowledge to actually guide me on these areas. He plans with the best of intentions for his client.”

Rosemary Tan, Sales Manager

"James has done a great job managing my investment portfolio and is also taking care of all of my family's financial needs from insurance to mortgage loans. He is responsive and able to offer me up to date information on everything from CPF rules to personal taxation matters. I feel assured knowing everything is well taken care of."

Rei Wang, Training Manager

“James is very giving in his advice, and value-adds with his objectivity and authenticity. The comprehensive report he customises for his clients is extremely insightful, by providing a consolidated view of their financial position. If you are looking for someone that embodies passion and professionalism in financial planning, James is the person you should talk to.”

Elaine Tan, Director of a charity organization

James is very professional in executing his work as a financial advisor, with deep knowledge and looking after my interests that suit my life situation, unstintingly sharing what he knows. He even went the extra miles in guiding me to become a coach. Here is the guy for you: sincere, knowledgeable and ever willing to share . Glad to have known you James!

Ryner Choong, Relationship Manager (Priority Offshore)

“Thank you so much for teaching and sharing your experience with me. I honestly learnt a lot and I am really blessed to be taught by you. Although this entire training experience was just two days but I think I’ve gained even more than what I expected to learn in months.”