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  • OUR FINANCIAL CONSULTANTS

OUR  FINANCIAL CONSULTANTS

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Joy Tan

Prudential Master Financial Consultant
(OPUS Private Wealth)

"Financial security puts me at ease and makes me feel good about my future. Is this important to you too?"

That is what Joy believes in. Her favourite quote is “You got to find what you love”. Work is going to fill a large part of your life and she firmly believes that the only way to be truly satisfied is to do what you love.

She always believes that as a financial consultant, she has the power to impact and influence other people's lives. It is a people-centric career, and she loves the feeling of going to bed at night knowing that she had done something that really matters.

  Fun-Fact: Joy likes to tell cold jokes, and is very good at impersonating people.

 

Accolades:

  • Premier Financial Consultant Awards Bronze (2017, 2021-2022)
  • Star Club (2015 - 2019, 2021-2022)
  • Quality Club Elite (2015 - 2023)
  • Million Dollar Round Table (2021 - 2023)
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Get to know Joy a little more!

See what others are saying..

I have known Joy since October 2010 when we were working in the same team. She came across as a sincere person who is truly passionate, patient and dedicated to her profession.

As my financial consultant, she puts in a lot of hard work and time to review and analyze my existing portfolio, identify gaps, and provide good and timely advice. Her advice for me is always candid and realistic. She went the extra mile to help me to achieve complete and balanced coverage within my financial means.

During regular meet-ups, Joy also shares her financial knowledge/tips, and keeps me up to date with the changes in the financial and insurance industry.

You will never be disappointed in her service and attention to details!

Sebastian Lim

Joy treats us more like a friend than a client. She is not pushy and does not pressure you to buy something that you do not need. I feel that she genuinely cares about the well-being of her clients.

Through our interactions, she has broadened my knowledge about many other financial tools available to grow my money.She gets in touch with me regularly to update me on my policies and helps me plan for my retirement and contingencies.

Lina Chua

Joy is clear-headed and sensible in her advice and planning for my financial and future well-being.  She prepared well, is fast and efficient, and yet thorough!

Most delightfully, she puts herself in my shoes and our thoughts on matters mostly converge. My day feels brighter each time after talking to her.

Samuel Chng