Mind Over Money

James Tan

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A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

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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.”