TAN YEN MING NICHOLAS

NICHOLAS TAN

NICHOLAS TAN-DANIEL CHONG ORGANISATION
ADVISORS ALLIANCE GROUP

I embarked on my financial consulting career while I was still a freshman in Nanyang Business School, Nanyang Technological University. I met a financial consultant who changed my perspective on the importance of financial planning, and it made me realise that many families struggled with their finances as they lacked financial literacy.

From then on, I decided to help as many families as possible through proper financial planning. I’ve been a student advisor since, and have never looked back.

 

Build meaningful relationships and learn life lessons.

My journey as a financial consultant has been exceptionally fruitful as I have built many meaningful relationships with people and learnt many life lessons. I am glad that through this journey, I’ve been able to make a positive impact on the people around me. All my achievements would not be possible without the trust from my clients, and I will continuously value add to my clients as I grow in this journey.

 

Share your valuable knowledge with others.

My key influences in my career are my clients, mentors, and colleagues. I have immense gratitude to them for walking this meaningful journey with me. After learning many life lessons from different perspectives, I usually share these financial experiences, and even mistakes, to my clients for them to advance further in life. A wise man once said, “Smart people learn from their mistakes, but the real sharp ones learn from the mistakes of others”.

 

Enter this career with an open mind.

If I could turn back time, I would join this career earlier than I did. For those considering this profession, explore with an open mind and you will discover many opportunities! We meet many different people throughout this journey, and also learn many amazing stories that inspire us in life. These inspirations can then be passed on to our clients and make a positive impact on their lives.

Accolades

AIA FA Prestige Club – Gold 2023

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022

AIA FA Prestige Titanium Club 2022 and 2021

Million Dollar Round Table 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2022 and 2021

100 IDA Team Award 2022 and 2021

Associate Estate Planning Practitioner (AEPP®️)

Institute of Banking and Finance Qualified (IBF Qualified)

TESTIMONIALS

Steven Iau, Assistant General Manager (Export), LCP Building Products Pte Ltd.

Nicholas has been a very caring and compassionate financial consultant. He has many times gone beyond his extra mile to assist me in my claims and explain to me with clarity and handles my case with sensitivity. He could have considered deal is done and need no further attention from him, but that is never the case.

I greatly appreciate the attention he has given me, and his team of strong support, to lend their support through him, to my family and me, in times of need. He is an advisor that I can trust.

Marcus Lian, Operation Manager, SATS

Started off as friends in the army, Nicholas is now my personal financial advisor. The thing that I like about him is that he takes time to find out more about my career and family, to understand my needs and financial situation. He is very detailed in financial planning where he will consider all circumstances before recommending the best policies for me.

He is a great friend as well as financial advisor to me, I trust him to manage my finances because I know that when I need help, he will definitely be there to help me to the best that he can.

Jeanne Tan, Deputy Centre Lead, My First Skool

Nicholas took the effort to look for the different investment plans that are suitable for me. He is also patient in recommending and explaining them. Furthermore, he is efficient in providing the additional details I need to know about the plans.

I strongly recommend him as he is prompted in replying and helping me in my needs. Do look for him if you are planning to get any investment plans!

Chan Jun Kiat, Operation Coordinator, MOH

Nicholas comes across as a very genuine and trustworthy financial consultant that never fails to prioritise his clients’ needs before his own.

Speaking of professionalism, Nicholas often goes the extra mile to ensure that his clients fully understand the basis behind every single proposed policy, with the intentions of helping them achieve their financial goals and dreams.

Also, as someone who has been skeptical towards the financial services industry for the longest time, Nicholas willingly committed his time and effort, amidst his hectic schedule as a NTU business student, into answering all my doubts and queries time and time again.

With his constant assurance and his high level of competency, I can confidently say that Nicholas is a revolutionary advisor, and I would highly recommend his services!

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

For general enquiries:

 

Email

connect@aiafa.com

 

Phone

1800 248 8000

 

To learn more about us, visit

AIAFA.COM.SG

SHARE THIS PAGE