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Eric Tan

Financial Services Consultant

Estate & Succession Practitioner

MDRT

IBF

Executive Prestige Wealth Manager

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My Story

Eric is a dynamic professional with a multifaceted background in corporate training and financial advisory, seamlessly blending his expertise to empower individuals on their journey towards financial success. With over a decade of experience as a corporate trainer specializing in Learning and Organisational Development, Eric honed his skills in coaching and mentoring, laying the groundwork for his transition into the world of finance. 

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As an Associate Financial Planner and Associate Estate Planning Practitioner, Eric brings a wealth of knowledge and expertise to his clients, offering comprehensive financial solutions tailored to their unique needs and aspirations. One of Eric's standout strengths, consistently praised by his clients, is his remarkable ability to distill complex financial concepts into simple, understandable terms. This unique talent ensures that clients feel empowered and confident in their financial decisions, regardless of their level of expertise. 

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Eric's achievements speak volumes about his commitment to his craft. As a proud member of the Million Dollar Round Table (MDRT), Eric has consistently demonstrated his exceptional performance and dedication to client service, qualifying for this prestigious accolade in both 2022 and 2024. Additionally, his inclusion in the Centurion Club and his designation as a Senior Prestige Wealth Manager underscore his unwavering commitment to excellence and client satisfaction. 

Driven by a passion for making a meaningful difference in the lives of others, Eric approaches each client relationship with empathy, integrity, and a steadfast commitment to their financial well-being. Whether guiding individuals through complex estate planning strategies or helping them navigate the intricacies of wealth management, Eric is dedicated to providing personalized solutions and expert guidance every step of the way. 

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With a proven track record of success and a genuine desire to empower others, Eric is poised to continue making a lasting impact in the world of finance, helping his clients achieve their financial goals and build a brighter future for themselves and their loved ones. 

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