My approach to personal finance is very simple–freedom.

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!

Scroll down for testimonials.

Oscar Tan Oscar Tan

Shawn Lim, Literature Teacher at Ministry of Education (MOE)

Particularly striking also is Oscar’s personability and honesty. He acts as the ready guide, always amicable and prepared to clarify any doubts one might have. This is invaluable for the untrained, since financial planning can be a confusing and daunting affair…

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Vivien Lau, Production Assistant

Always being very patient and clear when he advices on client’s finances, he understands my financial situations with respect to draft out the best approach to help me better manage my finances...

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Alvin Wang, Recruitment Specialist at Citadel Search

As my family's financial advisor, Oscar has always been professional, knowledgeable, and accommodating. He is very responsive and was very helpful in advising me on adjustments to my family's personal insurance plans there were changes to my personal situation…

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Sarah Teh, Associate Psychologist at AWWA Ltd

He presents a keen sense of learning and never makes me feel excluded or foreign to the growth process. Beyond sharing his knowledge about decision-making and the market, he takes the time and energy to truly understand his clients, and understand what it is they want for themselves…

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Jerald Saw, Freelance Photo/Videographer

Throughout these years I’ve noticed something consistent — his ability to listen, understand, and tell you what you need to hear and not what you want to hear. That’s something I’m always thankful for both in our friendship and in our financial planning journey…

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Koh Min Yi, Videographer

It didn’t take long for me to trust Oscar and have him be my advisor as he is honest, sincere, and always plans with the best interest at heart, taking into consideration my needs and circumstances…

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Fu Haoren, Transaction Risk Manager

He is dedicated to serving his clients’ needs with thoughtfulness and consideration and I’ve never once felt pressured into making decisions I was not comfortable with or ready for…

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Joash Thum, Art Director at TMRW

Oscar is patient, detail-oriented and a friend I know I can rely on. The depth and breadth of knowledge he has harnessed on finances and wealth management are not only impressive but insightful…

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Keston Lim, Fitness Instructor at Virgin Active

He has also always given free advice and during this period offered a lot of add valued in doing free webinars to help people like me. Glad to have met him, and he really kickstarted my financial journey and I am reading a lot more into…

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Jane Devon Ramdan, Video Editor at Somerville Media

He showed me how to keep track of my financial spendings in making sure I saved as much as I can for my future plannings. He is very dedicated in what he’s doing and he showed care and concern to his clients, to only want the very best for our own future…

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