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Discover how quality advice can help you go further and reach your dreams sooner.

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Need Advice?

Meet Your #ChooseQuality
Financial Adviser Representative


Erly Shia Tan

Financial Consultant

About Erly Shia Tan

Sedikit Demi Sedikit

Lama-Lama Jadi Bukit

* English *

* 华语 *

* Bahasa Indonesia *

* Bahaso Palembang *

 

An individual driven by strong beliefs that, at whichever stage of life my clients are, I will guide their financial planning journey with the 3Cs:

| Care |

| Clarity |

| Confidence |

 

With a strong background in paraplanning, I have had the privilege of supporting both expatriate and local financial advisors in Singapore, assisting serve a diverse clientele of both foreigners and Singaporeans, and held the positions as:

  • Client Services Manager at Global Financial Consultants Pte Ltd (GFC) (Singapore)
  • Senior Wealth Planning Manager at DBS Bank (Singapore)
  • Client Advisor at The Astute Parent Pte Ltd (Singapore)

 

These roles have equipped me with a comprehensive understanding of wealth management, allowing me to provide a more comprehensive financial advice tailored to clients’ long-term goals.

Quality that Makes a Difference

Testimonials from Clients

  • “"I learn a lot from Erly in understanding where I was in terms of insurance coverage and financial planning; where I want & need to be in the near & far future; and how I can get there. Besides being very knowledgeable in this area, Erly is always well prepared before our meetings and patient in re-explaining the same matters as I can’t always remember all factors related to my financial planning. "”

    Prima Cakrajaya

  • “"Erly is very passionate and extremely customer-oriented. She goes extra mile to ensure her recommendations are complete and cover all possible aspects of her client's needs. She is a very diligent and committed individual. She is a wonderful person, always cheerful, and helping out everyone. Erly is an exceptionally perceptive individual and pays special attention to her client's needs and future requirements. I wish her success in all her endeavors and I am sure it will be marked with perfection as always."”

    Anurag Gupta

Learn more about Erly Shia Tan

Discover how
#ChooseQuality
benefits you

Trusted by 120k+ Clients in Singapore

Choose a Solid Track Record

With more than 23 years in Singapore, we are a trusted and proven partner to journey with you.

Choose Comprehensive Solutions

With a portfolio of more than dozens of insurers and fund houses, we implement the best solutions for you.

Choose Trusted Advice

Our representatives are backed by wealth management teams, proprietary tools, and marketing support.

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A track record of quality service

  • with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.

  • Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.

Quality by the numbers.

130,000+

clients and growing

450+

financial adviser representatives

23+

years in business

$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

#ChooseQuality with Erly Shia Tan

An in-depth insurance portfolio review with Erly Shia Tan could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.