Julian Tan

We got to know Julian through a mutual friend. We know him as a sincere, down-to-earth person. He is a family centred person who values relationships. We appreciate that he does not hard sell, but puts himself in the shoes of his clients and recommends according to their needs.

Highly recommend him to those who wants a sincere advisor who gives you space to decide.

Kenneth & Karen, Dental surgeons

I got to know Julian when I was looking for a maternity insurance during pregnancy. As a young parent himself, he shared his personal experiences with myself and the financial challenges that a new parent may face. With that, he was able to provide a sound solution to my needs.

When my baby was hospitalised shortly after birth, Julian actively helped us to check on the insurance cover, and my husband and I are grateful for his services.

Julian is very proactive and approachable with no hard selling, and I will recommend him to anyone who is keen on enhancing their insurance coverage.

Scarlett Ng, Regional Manager

Julian is a very trustworthy financial advisor whom I strongly recommend. He exudes professionalism and maturity.

Throughout the consultative process and even after sales, Julian continues to be very prompt and responsive to my enquiries.

If you are looking for someone who is non-pushy and will tailor options with your interests at heart, look no further.

Yane Tan, Senior Director

Julian is the best and definitely a pleasure to work with. He has been a family friend for years and he never never tried to push me for anything until I was ready to discuss insurance.

Once we got the conversation going, he would always have the appropriate answers and responses that caters best to my unique needs.

As there are many components within insurance policies that I don’t exactly understand, he will take the patience to explain in detail on my terms and give me space and time to think about it.

I would definitely recommend him to people whom just started their careers and are trying to find their bearings. Or just about anyone needing financial planning.

All the best!

Ashley Chiam, Designer

I got to know Julian many years ago when my previous agent left and he took over the account to service the policy. Julian is always smiley when I meet him and replies my enquiries promptly. I appreciate that he

always gives me options for my insurance needs and works to my budget. I'll give him a score of 💯! That's why after I have children, I entrusted their financial planning to him as well knowing they'll be in good hands.

Jack Lee, Engineer

I have known Julian since Junior College days. He has consistently been a reliable friend and most importantly trusted advisor and planner for all my financial needs. Julian is patient and takes time in understanding and solutions customized to meet any lifestyle. Highly recommended if you are looking for a trust-worthy advisor to your insurance and financial needs.

He is Trust-worthy, Professional and Friendly!

What I appreciate the most from his services is his diligence in follow up and patience to explain details.

How likely am I to recommend him to others? 10 out of 10!

Thank you so much for your help 😄

Alvin Seah, Sales Manager

As a financial advisor and friend, Julian is caring and sensitive to my needs through the different seasons of life I'm in. I can trust his advice and recommendations to be in my interest. One thing I deeply appreciate is the support that I've received from him in navigating changing financial means and providing solutions in my best interest. He is someone you can count on in your financial planning journey!

Jamie Loo, Medical Professional

I got recommended to Julian through my husband and they have been friends since their university days. He is the trusted choice for my family for insurance needs and is a highly reliable friend. He is very patient and meticulous in recommending needs based solutions according to your lifestyle. We would recommend him to anyone who wants to know more about how to manage your financial needs and setting safety nets for yourself and your lifestyle without feeling pressured.

Lam Mei Shan, Lab Tech

I got to know Julian when he was doing door knocking around my neighbourhood! He has been kind and patient and took time to explain the suitable policies for myself and my parents, and was not pushy at all. He has been the most prompt whenever I have questions regarding my policies, and has been very efficient when processing my claims. He is reliable and I will definitely recommend his services!

Jesline Lee, Social worker

Julian has been a friend of mine since secondary 1. He has an easy and friendly personality that connects him with people. His humble background keeps him rooted and advocates the importance of saving and preparing for rainy day. Always appreciate his prompt and helpful responses when needed. Highly recommended!

Huang Yuanpeng, Educator

Julian is a long trusted friend whom I’ve met in church since my young adult days. Now both of our families have become family friends. Julian is genuine, friendly and approachable, and for the years I have known him, I could always ask him for advice or suitable offerings to meet my financial goals. I’m analytical and always come with many questions, but he would take time to explain and help me understand. I would definitely recommend Julian as a trustworthy and genuine friend and financial advisor.

Stephan T, Data Analyst

Julian was the first friend I made in Junior College. He is sincere, honest and down-to-earth.

Although he has been a financial advisor for many years, he has never ever approached me to buy anything from him. I approached him as he is reliable as a longtime friend. He will give me a summary of the things I need to know and understand and willing to provide more explanations when I ask.

His advice is clear and tells me what I need to hear, not what I want to hear. I appreciate that he never hard sells anything. Would recommend him to anyone!

Sarah Ochi, Assistant HR Manager

I first knew Julian when we were mates in college. We reconnected surreptitiously in a gym many years later and the connection/dialogue is still as strong as before. It was as if we never lost contact. It was also an opportune moment as I was trying to find my feet in a field which was new and alien to me: financial independence.

Julian was able to personally guide me in financial independence, sharing his money saving habits with me and encouraging me not to give up in this arduous journey of monitoring my expenses and saving extravagantly. In short, he became my FI accountability partner, and also a good friend whom advises me about life and relationships.

He exudes quiet self confidence. Despite this, he is humble and is able to put people at ease. He is someone whom I can confide in with both financial and personal matters and provides incisive advice that clarifies all self-doubt. This is especially important when one is wavering or on a fence over decision makings.

What I appreciate the most from his services?

Being a good listener and an adviser. He never attempted to sell me his products/services after we reconnected. He is first and foremost a friend, and if you want to engage him at your own will, he is a trusted reliable financial planner. I have since moved my Manulife account to him, including my parents' insurance plans.

How likely am I to recommend him to others on a scale of 1-10?

A resounding 10!

I will recommend Julian to anyone whom desires a financial planner whom acts with integrity and treats his clients not as transactions/prospects but as friends.

Brian Chong, Bank Associate

Julian is my primary school classmate’s brother and I have known him for the longest time.

When giving financial advice, unlike many, he doesn’t hard sell. I can feel the sincerity in his advice and that he has my best interests at heart.

People who know him will agree with me that he is a family man and a true bro. Always a phone call away, you know you are in good hands.

No matter which phase of life you are in right now, if you need advice on financial planning, he’s the guy for you.

Gan Cai Jie, Commercial Lines Underwriter

I came to know Julian as we attended the same church and was in the same cell group.

He is easy going and well versed in financial instruments and products.

What we appreciate the most about him is he understands what we are looking for in the different stages of our life and tailors his recommendations to our needs and preferences. We don’t feel pressured or rushed into making a investment decision in our discussions with him.

Michelle Li, Business Advisor