Natalie Tan AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
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Natalie began her career as a financial consultant while maintaining her scholarship as a SMU Accountancy student. She found purpose in helping peers around her increase their knowledge regarding personal financial management, and realised that there was a gap between what people were taught in school and what they were supposed to know as working adults. Her family’s first-hand experience with insurance claims further built her conviction in the importance of proper planning, and she continued on as a full-time consultant upon graduation in 2020.
Years later, Natalie has empowered many around her to take actionable steps towards their financial goals. She started a community “Next Door Nat” where she shares tips on personal finance, important news, and summarised information on financial topics. Her dream is to guide more people to optimise the allocation of their assets, so that they have the option to retire as soon as possible without any worries about money – while still enjoying their lives in the present.
Transform your financial future with practical steps. Take control of your finances and achieve your long-term goals
Natalie offers holistic and comprehensive advisory services, and she enjoys working with people in all stages of life – whether they are just starting out and need help with planning for big-ticket items like a house or wedding, or nearing retirement and want to ensure their financial future is secure, while leaving a legacy for the next generation.
Experience next-level wealth advisory with her personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.
To optimise your mortgage and understanding where your property fits in your financial portfolio
To ensure that you live a life that outlives you, having enough at the end of time.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved ones protected.
Natalie offers holistic and comprehensive advisory services, and she enjoys working with people in all stages of life – whether they are just starting out and need help with planning for big-ticket items like a house or wedding, or nearing retirement and want to ensure their financial future is secure, while leaving a legacy for the next generation.
Experience next-level wealth advisory with her personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.
To optimise your mortgage and understanding where your property fits in your financial portfolio
To ensure that you live a life that outlives you, having enough at the end of time.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved ones protected.
As a financial consultant with 4 years of experience, Natalie understands that we get busier as we enter different stages of life, with more responsibilities and duties at work and home. It’s easy to forget to take care of ourselves and our financial future as we get overwhelmed with so many other priorities in life. Financial and Estate Planning becomes a worrying and stressful process, because you are more focused on earning more but not maximising what you currently have. At some point, people also start worrying whether they are choosing the right financial vehicles to achieve their goals, or whether they are overpaying for insurance or mortgage interest.
That’s where she comes in as a reliable partner and advocate – taking time to listen to your needs and goals, and customising solutions to fit your unique circumstances. She believes that managing wealth should be easy, and anything that seems complicated is probably not right for you. Whether it’s ensuring you have enough to retire, getting the right type of insurance, or planning your estate distribution, these are all critical steps that can prevent unnecessary stress, or even conflict within families down the road.
At the same time, it’s important to not neglect our present lives. Natalie’s goal is to help her clients strike a balance between enjoying life now and building a solid financial foundation for the future. Her strategy has helped her clients save $5000-$20,000* yearly on mortgage interest, increase retirement income by 2-3x* and wealth protection through the crafting of a thorough estate plan that ensures that your assets are distributed in a legally, orderly and timely manner.
In just 20 minutes, Natalie will be able to help you gain clarity in your financial situation, unlock and identify unoptimized assets that you may have, and provide you with personalised recommendations to help you achieve your goals.
Even if you’re already on track, a consultation will give you more confidence in your financial position, and a peace of mind as you continue on in your financial journey.
Happy to connect!
Authorised Rep of AIA FInancial Advisers Ptd Ltd (Reg. No 201715016G)
Natalie Tan AIA FA Financial Consultant
AWM Group
* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
