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

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Meet Your #ChooseQuality
Financial Adviser Representative


Sofan Tan

Consultant (CEP, AEPPยฎ, AWP)

About Sofan Tan

Financial Consultant | 20+ Years in Wealth Management

| Holistic, Personalized Wealth Strategies | All-in-one Solution from Singapore's largest FA

 

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Empowering You To Build Financial Security And A Lasting Legacy

 

โŒ Are you frustrated by generic advice that is product-driven and feel like a cookie-cutter solution?

 

๐Ÿšซ Have you been boxed into rigid plans based only on your age or life stage?

 

If youโ€™ve felt this way, youโ€™re not alone. The good news?

 

Unlike traditional wealth management model, holistic financial planning takes a comprehensive, top-down, and goal-driven approach.

 

๐ŸŽฏ Who I Am

Iโ€™m a holistic financial consultant with over 20 years of experience, passionate about creating future-ready personalized wealth blueprints.

As a fiduciary planner, Iโ€™m committed to providing unbiased, client-first advice.

 

๐ŸŽฏ What I Stand For

I believe financial planning should be personalized and holistic!

My approach integrates your values, purpose, goals, and risk tolerance to build a strategy that fits you perfectly.

 

๐ŸŽฏ Why It Matters

Because your financial future is too important for generic solutions.

 

Holistic planning empowers you to:

 

๐ŸŒŸ Grow, protect, and preserve your wealth in alignment with your values, vision, purpose, and goals.

๐ŸŒŸ Navigate lifeโ€™s uncertainties with confidence via risk-managed strategies.

 

๐ŸŽฏ You'll get:

โœ… ASSURANCE โ€“ Receive expert guidance and best-in-class solutions powered by premium products and fintech tools.

 

โœ… CERTAINTY โ€“ Access stress-tested, robust portfolios designed for resilience.

 

โœ… CLARITY โ€“ Guide you through detailed, holistic planning process with precision and transparency.

 

โœ… EFFICIENCY - Enjoy seamless centralized access to public and private wealth solutions from 150+ trusted partners โ€” asset managers, banks, insurers, platforms, and estate planning specialists โ€” all in one place.

 

โœ… EMPOWERMENT - Benefit from done-for-you, future-ready wealth blueprints designed to secure prosperity across generations.

 

โœ… INSIGHT โ€“ Attain from bespoke, integrated strategies for wealth growth, protection, and preservation.

 

โœ… PEACE OF MIND - Gain confidence in managing risks from life events, market volatility, and asset ownership, so you can focus on what matters most.

 

โœ… PROTECTION - Get clear insight into blind spots, risk exposures, and portfolio vulnerabilities to safeguard your financial legacy.

 

๐Ÿ“Œ Read โ€œMy Wealth Management Approachโ€ to learn on holistic planning.

๐Ÿค Ready to build your legacy with future-ready strategy?

๐Ÿ“ง Email me or DM me for a free strategy call. ๐Ÿ“ž

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 Sofan Tan

An in-depth insurance portfolio review with Sofan 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.