Xavier Tan — AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Xavier Tan — AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Xavier Tan — AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Inspiring Financial Confidence, One Step at a Time
Curated solutions for your financial goals
Xavier Tan
Xavier Tan
Financial Consultant.
Estate Planning Professional.
Financial Consultant.
Xavier Tan is Your Trusted Financial Consultant for Retirement, Investment, and Risk Management.
Experience peace of mind through comprehensive planning, asset allocation, and top-class servicing.
Navigate your path to financial freedom 5-10 years earlier with tailor-made portfolios.
Schedule your consultation now.
Xavier Tan is Your Trusted Financial Consultant for Retirement, Investment, and Risk Management.
Experience peace of mind through comprehensive planning, asset allocation, and top-class servicing.
Navigate your path to financial freedom 5-10 years earlier with tailor-made portfolios.
Schedule your consultation now.
Affiliated Organisations
Areas of Expertise
Xavier’s offers advisory services across a diverse set of services, and are personally tailored for all individuals
Personal Finance
01. Financial Advisory
02. Wealth Management
03. Personal Investment
04. Retirement planning
05. Legacy Planning
Personal Finance
01. Financial Advisory
02. Wealth Management
03. Personal Investment
04. Retirement planning
05. Legacy Planning
Personal Finance
01. Financial Advisory
02. Wealth Management
03. Personal Investment
04. Retirement planning
05. Legacy Planning
Understanding Your Finances
Cut through the noise with Xavier
Cut through the noise with Xavier
Too busy with work and life to upgrade yourself in financial planning? Or perhaps you are just confused with the varying opinions from your friends?
Today, with the overwhelming options thrown at you and publications screaming all sorts of content, there are so much content, so many opinions and options out there. How do you know what is right for you?
My 20 minute, 360 degree diagnosis will profile you and set you up for success. We allow you to cut through the noise and make better, more informed decisions.
Inertia might be your biggest enemy
Inertia might be your biggest enemy
You should start today.
Accomplish more with less with proper planning, discipline and guidance alone. Xavier has helped pull forward some clients’ retirement by 5-10 years than expected.
That’s 5-10 years of time returned to you to enjoy the fruits of your labour.
You’re in Good Company
See what other happy clients have to say about Xavier
Xavier took the initiative to build good rapport with his clients by reminiscing the past times with them. He prepared a presentation specially for me, which made me feel special and successfully established a strong personal connection between the FA and the Client.
Besides that, he was very detailed in giving explanations and does not hesitate to pull out/refer to other materials just so that i can have a better picture of what he is going through.
Student
Cherie Chan
Xavier's call about his FA journey was awesome! Knowing him well, I trusted it wouldn't be a sales pitch, and I was right. In just 30 minutes, he shared valuable information on improved investment methods and schemes. The presentation was easy to understand and executed brilliantly. Loved it!
Working Professional
Nicholas Chan
Xavier's Zoom meeting on investing was incredibly helpful! As someone with little investment knowledge, I relied on my dad's advice. But Xavier took the time to explain all the different investment options and patiently cleared up my doubts.
His illustrations made everything crystal clear! Best part? He didn't push any unwanted sales and genuinely had my best interests at heart. Loved his straightforward approach and genuine care!
Maritime
Jerome Phng
Xavier's zoom call on investing was a total game-changer! He introduced me to new investment possibilities, explained risks in a non-scary way, and made financial management exciting with his low-risk strategies and cute illustrations. His friendly tone and short, sweet delivery left me pumped for my financial future!
Working Professional
Yan Jie
I can’t thank Xavier enough for helping to sort out my messy finances. By identifying what I have, what I should do, and providing insights into recommendations for my current portfolio, I’ve gained clarity in not only my finances, but in my objectives and goals.
I’ve even been inspired to hustle harder for what I want to do, and work harder for not only myself, but my family and friends.
Student
Anonymous
Xavier took the initiative to build good rapport with his clients by reminiscing the past times with them. He prepared a presentation specially for me, which made me feel special and successfully established a strong personal connection between the FA and the Client.
Besides that, he was very detailed in giving explanations and does not hesitate to pull out/refer to other materials just so that i can have a better picture of what he is going through.
Student
Cherie Chan
Xavier's call about his FA journey was awesome! Knowing him well, I trusted it wouldn't be a sales pitch, and I was right. In just 30 minutes, he shared valuable information on improved investment methods and schemes. The presentation was easy to understand and executed brilliantly. Loved it!
Working Professional
Nicholas Chan
Xavier's Zoom meeting on investing was incredibly helpful! As someone with little investment knowledge, I relied on my dad's advice. But Xavier took the time to explain all the different investment options and patiently cleared up my doubts.
His illustrations made everything crystal clear! Best part? He didn't push any unwanted sales and genuinely had my best interests at heart. Loved his straightforward approach and genuine care!
Maritime
Jerome Phng
Xavier's zoom call on investing was a total game-changer! He introduced me to new investment possibilities, explained risks in a non-scary way, and made financial management exciting with his low-risk strategies and cute illustrations. His friendly tone and short, sweet delivery left me pumped for my financial future!
Working Professional
Yan Jie
I can’t thank Xavier enough for helping to sort out my messy finances. By identifying what I have, what I should do, and providing insights into recommendations for my current portfolio, I’ve gained clarity in not only my finances, but in my objectives and goals.
I’ve even been inspired to hustle harder for what I want to do, and work harder for not only myself, but my family and friends.
Student
Anonymous
Xavier took the initiative to build good rapport with his clients by reminiscing the past times with them. He prepared a presentation specially for me, which made me feel special and successfully established a strong personal connection between the FA and the Client.
Besides that, he was very detailed in giving explanations and does not hesitate to pull out/refer to other materials just so that i can have a better picture of what he is going through.
Student
Cherie Chan
Xavier's zoom call on investing was a total game-changer! He introduced me to new investment possibilities, explained risks in a non-scary way, and made financial management exciting with his low-risk strategies and cute illustrations.
His friendly tone and short, sweet delivery left me pumped for my financial future!
Working Professional
Yan Jie
Xavier's call about his FA journey was awesome! Knowing him well, I trusted it wouldn't be a sales pitch, and I was right.
In just 30 minutes, he shared valuable information on improved investment methods and schemes. The presentation was easy to understand and executed brilliantly. Loved it!
Working Professional
Nicholas Chan
Xavier's Zoom meeting on investing was incredibly helpful! As someone with little investment knowledge, I relied on my dad's advice. But Xavier took the time to explain all the different investment options and patiently cleared up my doubts.
His illustrations made everything crystal clear! Best part? He didn't push any unwanted sales and genuinely had my best interests at heart. Loved his straightforward approach and genuine care!
Maritime
Jerome Phng
I can’t thank Xavier enough for helping to sort out my messy finances. By identifying what I have, what I should do, and providing insights into recommendations for my current portfolio, I’ve gain clarity in not only my finances, but in my objectives and goals.
I’ve even been inspired to hustle harder for what I want to do, and work harder for not only myself, but my family and friends.
Student
Anonymous
Schedule a chat
In a short 20 minute session, Xavier can empower you with a comprehensive framework to manage your personal finances and help you make better financial decisions for your future.
Together, we can pinpoint potential areas for optimization. Even if we don't find areas for immediate improvement, you'll walk away with a new friend or even join a larger community.
Schedule your review session today.
Schedule a chat
In a short 20 minute session, Xavier can empower you with a comprehensive framework to manage your personal finances and help you make better financial decisions for your future.
Together, we can pinpoint potential areas for optimization. Even if we don't find areas for immediate improvement, you'll walk away with a new friend or even join a larger community.
Schedule your review session today.
XAVIER TAN
Authorised Representative of AIA Financial
Advisers Ptd Ltd (Reg. No 201715016G)
Xavier Tan
AIA Financial Consultant, TYX300644881
Financial Disclaimer: It should be noted that results, earnings and income claims made by Xavier Tan and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success.
Copyright © 2023 Xavier Tan | All Rights Reserved | Privacy Policy
Designed By 01-Digital.
XAVIER TAN
Authorised Representative of AIA Financial
Advisers Ptd Ltd (Reg. No 201715016G)
Xavier Tan
AIA Financial Consultant, TYX300644881
Financial Disclaimer: It should be noted that results, earnings and income claims made by Xavier Tan and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success.
Copyright © 2023 Xavier Tan | All Rights Reserved | Privacy Policy
Designed By 01-Digital.
XAVIER TAN
Authorised Representative of AIA Financial
Advisers Ptd Ltd (Reg. No 201715016G)
Xavier Tan
AIA Financial Consultant, TYX300644881
Financial Disclaimer: It should be noted that results, earnings and income claims made by Xavier Tan and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success.
Copyright © 2023 Xavier Tan | All Rights Reserved | Privacy Policy
Designed By 01-Digital.