CERTIFIED FINANCIAL PLANNER™ SINGAPORE
Want to learn more about personal finance?
I'm Leo Tan
As a Certified Financial Planner, I help young adults and working professionals achieve their financial goals with a full suite of risk management and wealth accumulation solutions.
I fervently believe in the importance of financial education. I am the founder of @themoneybeesacademy, a social platform where youths and millennials learn more about everything related to personal finance.
I am also the author of the book “Ultimate Guide to Adulting”, which is a simple to understand guide to various financial concepts.
I firmly believe that financial education should be easy and achievable for all. I am committed to service and hope to be your one stop financial solution.
To your financial success,
CERTIFIED FINANCIAL PLANNER™
CFA III Candidate
QUALIFIER OF MILLION DOLLAR ROUND TABLE
Why choose me
My Practice Areas
Child Education Planning
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What My Clients Say
MY PROCESS AS A CERTIFIED FINANCIAL PLANNER
HEAR FROM MY CLIENTS
Frequently Asked Questions
Because the only thing I care about my clients is results.
I don’t hide behind jargon or fancy words.
I care about whether you obtain advice that is immediately actionable.
That’s what differentiates me from any other financial planner
On its most fundamental level, planning acts to eliminate your financial fear: what would happen if you become unemployed, become disabled, or passed away?
Planning can’t prevent those things from happening, but it can, within certain tolerances, prevent them from turning into financial disasters.
On the upside, I think planning gives you the best possible chance to grow and protect your earnings and assets so that you can live, as nearly as possible, financially worry-free. And so that you can do the things you want for the people you care about & achieving your goals.
You’ll need to provide: Age, marital status, family status, approximate current personal/family income, assets, liabilities (loans), tax rate, expected large expenses, approximate current business income/assets/liabilities (if applicable), and expected life events (if any).