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James Tan

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Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

In every financial crisis, there are generally two groups of people. Those who ride above the wave, and those who suffer the pain. The first group seems to be more prepared, as if they knew long ago that something was going to happen.

What's their Secret?

This group of people understand a simple philosophy, "You don't plan to fail but you fail to plan." They started early and took advantage of the Eighth Wonder of the World. They are more ready for impact than others.

There's more

During times of great impact is also a time of great opportunities for investment. Yet only those who are prepared are able to take advantage of undervalued assets.

Here's a very good illustration to visualise the power of the Eighth Wonder of the World.

Eighth Wonder of the World

We've got the Story. What are my options?

"Understanding both the power of compound interest and the difficulty of getting it is the heart and soul of understanding a lot of things."
- Charlie Munger

Feel free to get in touch to learn more. I hope that you and your loved ones will continue to stay safe. Cheers!
 
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I seek to reach out to people who believe in creating a safe financial environment for 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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WhatsApp me at +65 89568686  
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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.”