In Honour of Moms

James Tan

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

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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.”