Winifred Tan - Financial Services

Winifred Tan - Financial Services The expertise you need & service you deserve! I'm your key to financial services in insurance, investments, education, retirement & business (GI/Group).

(Representative number: TZE300326276, representing Great Eastern Financial Advisers). Welcome to my page! I am a Chartered licensed Financial Consultant (ChFC) for life, health and general insurance, investment-linked and retirement in Singapore. I also have a CIPM Level 1 qualification and an IBF Advanced Level 2 Certification. https://go.greateasternlife.com/disclaimer

Are you a fresh grad who

is wondering how to plan your finances well in the long term and how to progressively grow them? More than just providing meaningful and personalised financial strategies for clients, I also empower them and help them understand important financial/wealth management concepts in life. Are you a middle-aged individual who is looking to do up retirement plans and family legacy planning? How about SRS related planning or CPF investments? I can help you with that! Not only this, but I also dedicate myself to client welfare and help them relook at their portfolio to ensure no loopholes are present before guiding them onto the wealth accumulation route! Ultimately, I seek to build and grow my relationships with clients and see them throughout their different stages of life. Are you just looking for a competitive quotation for one-time off insurance such as motor and travel? I also provide clients with bonus services such as discounted rates for general insurance needs e.g. travel insurance, home, motor insurance etc. Are you a small or established company/business looking to improve employee benefits? You've looked for the right person. Besides conducting complementary health/wellness workshops, I'm able to help educate employees on the importance of risk management. I will be able to help the HR department on how to most effectively get the best competitive commercial insurance and group employees' insurance while enjoying cost-savings. Please contact me through Facebook messenger on the button above, or through my email below, and I'll lias with you as soon as I can!

(Legit heaviest 2.5kg trophy ever, imagine carrying it from Pasir Ris to Jurong East 💦). Felt surreal to be awarded amon...
25/10/2021

(Legit heaviest 2.5kg trophy ever, imagine carrying it from Pasir Ris to Jurong East 💦). Felt surreal to be awarded amongst the top in the industry in this 2nd APAC Congress - in terms of consistency, knowledge and ethics. I truly enjoy guiding and building portfolios, and for some, changing their habits and improving their finances~

P.s table can't squeeze all the trophies so I stacked them behind one another now they aren't really visible, but it's ok

Most people aren't affected but do take note if it applies to you!
13/07/2020

Most people aren't affected but do take note if it applies to you!

SINGAPORE: New rules on buying homes using CPF or HDB housing loans will be introduced, that will focus on whether the remaining lease of the ...

Received the International dragon award once again, for service excellence, professionalism and Good ethics. Thank you, ...
22/05/2020

Received the International dragon award once again, for service excellence, professionalism and Good ethics. Thank you, my clients! Appreciate the journey with each and everyone of you, i Really enjoy helping you shape and improve your portfolios!

Spot the new addition to my (idk maybe messy) desk! Heartfelt thanks to all my clients who've been trusting their financ...
18/04/2020

Spot the new addition to my (idk maybe messy) desk! Heartfelt thanks to all my clients who've been trusting their financial mgt/portfolio to me, whether you're doing investments or insurance only, or both. Y'all always flatter say I mdrt pro/senpai, but my response has always been the same 'if there isn't your trust then I won't even be here in the first place :)'

New updates on my LinkedIn (Certifications/Qualifications)! More progress and better equipped in helping clients handle ...
14/04/2020

New updates on my LinkedIn (Certifications/Qualifications)! More progress and better equipped in helping clients handle their portfolios!

View Winifred (Zhi En) Tan, ChFC®’s profile on LinkedIn, the world's largest professional community. Winifred (Zhi En) has 8 jobs listed on their profile. See the complete profile on LinkedIn and discover Winifred (Zhi En)’s connections and jobs at similar companies.

FYI to all my clients!
14/02/2020

FYI to all my clients!

Read more at The Business Times.

Really good read here, people thought I might be the writer for this lol but nope, though I probably have almost 90% sim...
11/02/2020

Really good read here, people thought I might be the writer for this lol but nope, though I probably have almost 90% similar habits. Do check this out.

Don't forget to enjoy yourself once in a while!

31/12/2019

Happy New Year! (And a good financial year ahead to y'all)!

Another award yet again! Nothing beats the gratitude I have for my clients and their trust in me!
18/09/2019

Another award yet again! Nothing beats the gratitude I have for my clients and their trust in me!

Here's great news for first time flat-buyers out there!
11/09/2019

Here's great news for first time flat-buyers out there!

The income ceilings to qualify for the purchase of HDB flats will be raised from Wednesday (Sep 11) as part of measures “to help more Singaporeans ...

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