ALAN TAN KOK YEE

About ALAN TAN KOK YEE

Alan Tan, Register Financial Planner
I am Dedicated to helping individuals and families achieve their financial goals through personalized planning.

With over 20 years of experience in financial planning, I hold a degree in Mechanical from Coventry University (UK) and am a Register Financial Planner (RFP). My expertise lies in Cash Flow planning, investment Planning, and Risk Management.

I believe in a client-centric approach, taking the time to understand each client’s unique situation and objectives. My process includes an initial consultation to define goals, followed by developing a tailored strategy and providing ongoing support.

I offer a range of services, including investment management, Cash Flow planning, and risk management. What sets me apart is my commitment to transparency and education, ensuring clients feel empowered to make informed financial decisions.

Outside of work, I’m an avid runner and volunteer with local financial literacy programs, helping underserved communities gain access to financial education.

I invite you to reach out for a complimentary consultation to discuss how I can help you achieve your financial dreams.