Biography

In 2009, Kelvin’s family encountered severe hardships after the passing of their father, who was the sole breadwinner, due to an incurable disease. Back then, they had no insurance, and Kelvin had very little knowledge about insurance and the significance it brings.

In 2020, Kelvin fell seriously ill and almost lost his life. Moreover, his mother experienced health complications after receiving COVID-19 vaccination. It was then he understood of having proper insurance in place.

Kelvin was fortunate that they had insurance to cover these medical expenses, which could have caused another financial crisis for his family. These distressing events prompted Kelvin to reassess his career options during his undergraduate studies.

He decided to join the frontline to make a positive impact, aiming to educate others about the importance of insurance and prevent families from undergoing similar hardships as he did.

 
 

Principles & Values

Financial Planning is not something many would prioritize as it’s not commonly discussed or visible. For some, there’s a fear of realizing that they don’t have enough while others aspire to reach their goals but struggle to know where they stand. It’s never an easy task, and not everyone can ultimately overcome all the obstacles encountered along the way. This is where we come in to work on them together as advisors, educators, and confidants. We don’t have to go through this journey towards financial freedom on our own.

 
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“I never knew that financial planning is as crucial as seeing a doctor in the hospital. Unlike most healthy individuals out there, I do not have the option to transfer financial risks to someone else as and when I feel like it. Which is why, as someone who was once healthy and naïve, I aim to set a living example to educate others on the great importance of insurance and future planning.”

- Kelvin Tan

 

Clients’ Endorsements

Kelvin Tan Testimonials

Initial thoughts: I was expecting Kelvin to show me some policies on the first session, like how other typical agents would do.

My key takeaways after meeting him - there were no products mentioned in the first session, it was an eye-opener for me as I had no knowledge about insurance, I got to align my financial goals with my life goals, and I have learned to allocate my cashflow and the importance of financial planning at whichever stage of life.

I was shown how to save 80% on insurance premiums while increasing my coverage by 300%! Kelvin was patient and detailed. The session was very informative and I have recommended 15 friends to him!

- Venice, Cloud Engineer

I met Kelvin from my NS days and I have gotten to trust him over time as a sincere and financial adviser. He listens attentively to my needs and is quick to respond to my queries and any complaints. 

Kelvin has been very helpful in explaining how different plans are suitable for my needs and to maximize my coverage while minimizing my costs. He is very hardworking, empathetic, and ‘garang’. I would strongly recommend Kelvin to my friends and family for his work ethic and trustworthiness.

- Ee Pin, Public Servant

I met Kelvin through a mutual friend, and I was expecting him to show me some products when he reached out to me over the phone call. I was surprised that no products were mentioned, and I got a clearer picture of my own expenses and better managed my cash flow. He also gave me a better understanding of the essential areas of insurance that are important to us. 

After meeting him, I managed to cut down on my insurance expenses by 75% while increasing my coverage by 20% at the same time! I also learned to kickstart my investment journey that runs passively and systematically on its own without affecting my lifestyle! 

Kelvin was genuine, and his explanations were clear and concise to understand. I believe that many can learn and pay less for their existing insurance policies as well, which is why I have recommended 12 of my friends to him!

- Chein Yie, 32, Surveillance Executive

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
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