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Tan Jing Xuan Judith

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) – 2022, 2023
International Dragon Award (IDA) – 2022, 2023
AIA High Net Worth Prestige Club
– Senior Personal Wealth Manager - 2022, 2023
AIA FA Prestige Platinum Club - 2022, 2023
AIA FA Prestige Gold Club - 2024
Certificate in Financial Needs Analysis and Plan Construction [Cert SCI (FPC)]
Institute of Banking and Finance Qualified (IBFQ) Diploma in Personal Financial Planning [Dip SCI (DPFP)]

Where financial security meets personalised service.

As a seasoned financial consultant specialising in working with high net worth individuals, I am dedicated to safeguarding the financial futures of my clients and their loved ones. With a deep-rooted commitment to protecting what matters most, I have witnessed firsthand the importance of comprehensive financial planning.

Throughout my career, I have seen too many instances where individuals were not adequately covered, leaving their families vulnerable to unforeseen circumstances. This drove me to pursue a path where I could make a meaningful difference in the lives of others by ensuring they have the protection and strategies in place to navigate life’s uncertainties.

My mission is clear: to provide tailored financial solutions that prioritise the long-term security and prosperity of my clients. Whether it’s crafting bespoke investment portfolios, structuring estate plans, or mitigating risk through insurance strategies, I am committed to delivering personalised guidance every step of the way.

With a focus on transparency, integrity, and trust, I strive to build lasting relationships built on mutual respect and understanding. My goal is not only to help my clients achieve their financial goals but also to provide peace of mind knowing that their loved ones are well protected for generations to come.

I look forward to the opportunity to serve you and your family with excellence and dedication.