Benjamin Tan

BBA

Financial Services Consultant

Story

Like most people, I am very fortunate to have an environment where I did not have to worry about my finances, while still being taught the importance of saving up money and being frugal.

Right around the time I finished my O-Levels, I started my first part-time job, and naturally, I started saving up money in hopes that one day I can stop depending on my parents, and one day provide for them instead.

The biggest question was, how would I get there?

I’ve always feared the idea that I may not get to where I want to be financially, to achieve the goals that I set out, to have the family I want and to support my loved ones. I’m sure many of you have too.

Like many, I had my prejudice about the insurance industry and had not imagined that I would ever pursue a career in this field of work. Rather, I thought pursuing a Degree in Business Management at SMU would help guide me to my eventual career path. Yet, that decision never really helped me feel certain that I would eventually achieve my goals.

During my time in National Service, I chanced upon the opportunity to meet with my current mentor, Marissa. Back then, the idea was simple, to further educate myself on what is financial planning and how it could benefit me. Little did I know this one decision would change the course and outlook of my life.

The approach Marissa took with me was something that I personally couldn’t have imagined coming from a Financial Consultant. She was professional, friendly and more than anything, she showed a display of concern and interest in my well-being.

She saw potential in me and believed that I could excel in this industry. With her belief, I decided to explore further to see what was installed for me. And what I found was something that I have come to hold close to me.

Purpose.

Marissa showed me how impactful and important our job is, and how we can change and make a difference in lives to the clients that we serve.

Now, my goals have a purpose. I want to achieve a state of financial stability through thorough and personalized financial planning, not only for myself, but to the clients who put their trust in me to do so. And this is the reason why I chose to be here.

I am now working towards my goal with a purpose, and that drives me to provide service to the best of my abilities and it gives me great satisfaction in doing so.

I am glad to have Marissa and Odyssey as my mentors in this fulfilling industry and am so grateful for their endless guidance and leadership.

Thank you for reading, I am Benjamin, and let me guide you through life’s adventures and I assure you that I will do my best to help you achieve your financial goals.

Testimonials

Read More About What Others Have To Say About Benjamin

My agent, Benjamin Tan, was very helpful and informative. He knows most of the details and gives great advice on what I needed based on my current situation. As this is my first savings plan. I had a very pleasant experience and definitely would not mind coming back in the future.

Xideng NgStudent

: Often we are inundated with insincere advisors that patronise us solely for sales. But when Benjamin Tan first approached me, his maturity and genuine approach struck me. What made him stand out has got to be his ability to provide invaluable insights and opinions on whether one is ready for the future. I believe that he makes an excellent advisor that will continue to serve with his heart! 👍

Ian ChanStudent

Benjamin Tan had a non-invasive, analytical and comprehensive approach to personal financial planning is really ideal for anyone interested to have a more organized financial portfolio.

Elton Si Jun XianStudent

Starting my financial planning with Benjamin Tan has been a pleasant experience. He is knowledgeable and proficient in financial planning. After going through with me how financial planning works, he has met my concerns I had with regard to saving and life protection. I would definitely recommend him as a financial consultant to go to when in need of financial advice.

Eleanor SeowRelationship Manager

Benjamin Tan

BBA

Financial Services Consultant

Story

Like most people, I am very fortunate to have an environment where I did not have to worry about my finances, while still being taught the importance of saving up money and being frugal.

Right around the time I finished my O-Levels, I started my first part-time job, and naturally, I started saving up money in hopes that one day I can stop depending on my parents, and one day provide for them instead.

The biggest question was, how would I get there?

I’ve always feared the idea that I may not get to where I want to be financially, to achieve the goals that I set out, to have the family I want and to support my loved ones. I’m sure many of you have too.

Like many, I had my prejudice about the insurance industry and had not imagined that I would ever pursue a career in this field of work. Rather, I thought pursuing a Degree in Business Management at SMU would help guide me to my eventual career path. Yet, that decision never really helped me feel certain that I would eventually achieve my goals.

During my time in National Service, I chanced upon the opportunity to meet with my current mentor, Marissa. Back then, the idea was simple, to further educate myself on what is financial planning and how it could benefit me. Little did I know this one decision would change the course and outlook of my life.

The approach Marissa took with me was something that I personally couldn’t have imagined coming from a Financial Consultant. She was professional, friendly and more than anything, she showed a display of concern and interest in my well-being.

She saw potential in me and believed that I could excel in this industry. With her belief, I decided to explore further to see what was installed for me. And what I found was something that I have come to hold close to me.

Purpose.

Marissa showed me how impactful and important our job is, and how we can change and make a difference in lives to the clients that we serve.

Now, my goals have a purpose. I want to achieve a state of financial stability through thorough and personalized financial planning, not only for myself, but to the clients who put their trust in me to do so. And this is the reason why I chose to be here.

I am now working towards my goal with a purpose, and that drives me to provide service to the best of my abilities and it gives me great satisfaction in doing so.

I am glad to have Marissa and Odyssey as my mentors in this fulfilling industry and am so grateful for their endless guidance and leadership.

Thank you for reading, I am Benjamin, and let me guide you through life’s adventures and I assure you that I will do my best to help you achieve your financial goals.

Testimonials

Read More About What Others Have To Say About Benjamin

My agent, Benjamin Tan, was very helpful and informative. He knows most of the details and gives great advice on what I needed based on my current situation. As this is my first savings plan. I had a very pleasant experience and definitely would not mind coming back in the future.

Xideng NgStudent

: Often we are inundated with insincere advisors that patronise us solely for sales. But when Benjamin Tan first approached me, his maturity and genuine approach struck me. What made him stand out has got to be his ability to provide invaluable insights and opinions on whether one is ready for the future. I believe that he makes an excellent advisor that will continue to serve with his heart! 👍

Ian ChanStudent

Benjamin Tan had a non-invasive, analytical and comprehensive approach to personal financial planning is really ideal for anyone interested to have a more organized financial portfolio.

Elton Si Jun XianStudent

Starting my financial planning with Benjamin Tan has been a pleasant experience. He is knowledgeable and proficient in financial planning. After going through with me how financial planning works, he has met my concerns I had with regard to saving and life protection. I would definitely recommend him as a financial consultant to go to when in need of financial advice.

Eleanor SeowRelationship Manager