Oscar Tan Yan Long, IPPFA
MISSION
Money is so funny. No matter how much you have, people often feel guilty for spending it. I want to show you that life doesn’t have to be limited by money. But with good planning, your options in life can be limitless. You can buy that bag, and take that spontaneous holiday – AND feel good about it! Because wealth isn’t just about buying more. It’s about buying well too.
Oh also, because I come from a creative background, I like to think I have a knack for breaking down complex financial jargon into simple and interesting concepts. Life is complicated enough as it is – but your personal finance doesn’t have to be!
VALUE
I am a representative of IPP Financial Advisers (IPPFA), an open architecture financial planning institution with complete access to a comprehensive range of products from different insurers and fund houses.
Since 2017, I’ve been helping 300+ individuals and families with their financial planning. I can assist them in building an efficient investment portfolio that will suit their current life stage, by providing guidance on the advantages of various investment strategies/funds, comparing endowment (savings) and insurance products from over 20 institutional partners in Singapore. Furthermore, I have taught them how to best save from their monthly income and budget for their financial goals such as travels, marriage, housing and even retirement. I even helped some budget to give their puppy a good life!! These are some of my highlights in my journey as a Wealth Management Consultant.
Every person I meet has a different story, different ways of looking at money and life. This to me is the most exciting part about the journey– meeting interesting people and learning from their unique life experiences while helping them with their financial journey.
And here’s a little bit more about me– I may appear calm and patient to most people when I am with my calculator, pen, and paper (maybe iPad over Zoom now for obvious reasons…), but I can get pretty competitive with road cycling and am extremely particular with the coffee and wine I put down my throat. I am also a documentary photographer on www.longaguu.com
Credentials
I am licensed in M8 & M8A - Collective Investment Schemes (2017), M6 & M6A – Securities Products & Analysis and Securities & Futures Product Knowledge (2019) along with M9 & M9A – Life Insurance and Investment-Linked Policies and HI – Health Insurance (2017). I also undertook a Behaviour Finance Module from Duke University (2020) and have a Diploma in Visual Communication and Media Design from Singapore Polytechnic (2015). Wine & Spirit Education Trust Level 2 (2020).
Producer’s Club in 2019
Producer’s Club & CRT in 2020
Producer’s Club & CRT in 2021
Producer’s Club & CRT in 2022
Producer’s Club & CRT in 2023
IPPFA’s prestigious Chairman’s Round Table (CRT), the highest award that recognises the company’s top advisers which upholds esteemed standards that are three times higher than those of the Million Dollar Round Table (MDRT).