Joey Tan

Joey Tan

Joey graduated with a degree in Banking and Finance and had a wealth of experience working with high net worth clients through her stint in SCB and AXA managing clients’ wealth portfolio and legacy planning.

Joey believes that providing all-rounded value service to her clients is the key to building and maintaining a long-lasting relationship.

“It gives me a great sense of satisfaction knowing that I can be the one-stop centre for my clients, giving them a seamless journey and being a part of the process when it comes to purchasing their new home or growing their portfolio.”

Offline, Joey enjoys spontaneous trips with minimal planning. She’d be either gaming or finding new cities and places to visit all the time.


Customer Review:

Evelyn: "Out of the blue last week, Joey Tan (my previous advisor) got in touch to remind me that my one year loan tenure was coming up and I should request for a repricing package from the bank. Acting on her advice, I managed to get a much lower rate for the next two years. I cannot thank her enough for following up with me. Without her timely reminder, I would have continued paying the higher interest rate. She even read through the acceptance letter to ensure that I was getting a good deal. She truly is a gem!! Thank you, Joey!!"

elessar798: "Had a recent positive experience with Joey Tan who gave superb advice for my refinancing options. She's friendly, attentive, responsive and very helpful."