We map
high quality insurance
financial plans

that are specially catered to our customers

Insurance Planning

A variety of insurance plans available from business to the individuals. We offer the common travel insurance, essential life & family insurance plus your HDB or mortgage insurance.

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Life & Family Planning

Ever so often we want to plan for the future. Speak to us on how we can further map and match your life goals to great plans. Find a plan to fit your needs.

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Financial Investments

Interested in investing for the future? Consult with our financial team and we will best map out an investment plan that caters to your needs.

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What our customers say about us

Louis is very professional and upfront about my wealth management. He was clear in stating the underlying details about the various options for me and my family. He carefully planned and mapped out the different scenarios for my family. Louis is very knowledgable in his field and he further planned a detailed retirement plan for me and my wife. Thumbs up!

Jim Tan
Jim TanOil Operations ManagerExxon Mobile

Even with my busy schedule, Louis accomodated with it. He brought me up to speed with my insurance plans and how I could further insure myself PLUS to plan my for retirement. He carefully explained the details of each path and advised on one that works out with my career and life goals. I told him I would retire at a certain age and he drew out a concise timeline on how I should head there. Louis is not just my advisor but a very close friend to date.

Susan How
Susan HowRegional ManagerIsetan

I have been approached by a few financial consultants before but I find Louis the best. He is a very meticulous consultant. I can always go to him if I need clarification on my policies because we tend to forget after we bought it. The best is that he always revert on time and I have no doubt he does the best planning. He understands we need different policies based on each life stages i.e. starting a career , to getting married and to forming a family of our own. We have entrusted our daughter’s policy with him and we have no doubt it is in good hands. Next on the list is our retirement plan. I like that he will take time to discuss with us and understand our financial situation and customised plans accordingly. I went through an ordeal in 2015 and I cannot be more thankful for the medical policy that Louis has encouraged me to get. End of the day we will never know what life throws you but luckily we have some policies in hand to guide us and our family thru unforeseen circumstances. I will highly recommend Louis Tan and his team for their immaculate services to others.

June Chew
June Chew

We’ve known Shi Mei for over 4 years and found her to be honest, reliable, hardworking and always willing to go the extra mile for me and my family. During our financial consultation, Shi Mei explained to us the importance of good financial planning and patiently walked us through all our insurance options; recommending us suitable insurance plans which tailor to our financial status and needs.

From the start till now, Shi Mei has always being there for me and my family afterwards for any followup questions and issues. Simply put, Shi Mei displays professionalism at her very best. And We have been very pleased with the quality of service provided by Shi Mei.

Royston Foong

Who are we? What do we do?

We are a group of experience professionals coming together, committed to provide professional financial advisory services. Our goals are to provide lifelong support for our clients and committed to add value to our clients through constant reviews during different life cycles.

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Crafted by a specialised team well-versed in finance & insurance

Unsatisfied with your current financial advisor or insurance planner? Need advise on a plan for your financial long-term goals? Thinking about family planning? Speak to us.