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Biography

Zann has been in the financial advisory industry for 9 years. Due to her family’s painful experience of not having insurance, Zann sincerely wants to help as many people to avoid being in the situation that she had been through.

In PPPartners, Zann loves the flexibility of this career because she gets to decide how she wants to spend her time between her loved ones and her clients. PPPartners has developed a systematic program that gives her clarity and discipline from the start of her career and that has helped her tremendously in achieving her MDRT goal in her first full year.

 
 
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Principles & Values

Zann's guiding principle as a consultant is to always have integrity and sincerity in mind. The “client first” culture is very important to her and clients’ interests will always be her priority. Not only will she make sure that her advice and recommendations are unbiased and objective, but she will also make effort to understand her clients’ priorities and interests to provide them with updated information progressively.

Instead of positioning herself as a financial consultant, Zann focuses on building long-term relationships by establishing a trust to assure her clients that they can openly share their financial problems with her and have confidence in her service.

The most rewarding moment in her career was when she was able to help her friend, who has a serious medical condition, get full insurance coverage after applying to several insurers, and this gave her a sense of fulfillment and happiness.

 
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"I've always believed in impacting lives beyond finance, thus I will always make sure that I am a friend, and a consultant who can solve most of my clients’ concerns, not just finance-related matters, throughout their lifetime.”

- Zann tan

Clients’ Endorsements

Zann Testimonials

"I first met Zann in July 2016. Initially, I was skeptical of her service because she looked very young. However, she was friendly and sincere in listening to my problems. She was also well-prepared and patient in making the necessary assessments to ascertain my financial standing and reviewing my current insurance/retirement plans. She was observant, sharp, and organized in analyzing my existing plans and would cover all bases before making her recommendations. Her assessment and recommendations were clear, detailed, honest, factual, accurate, reasonable and attainable.

Zann always looks out for the Clients' interest when making her recommendations. She once assisted me in writing up a letter of complaint to an insurer where she managed to reduce the premium without incurring a big loss of money on my part.

Overall, Zann is very pleasant, professional, and reliable. She is definitely someone whom I can trust and recommend to my friends."

Rachel Khoo, Head of Department

"Zann is a highly committed and driven individual with whom I am definitely happy to entrust as my financial planner. Her diligence in following up with her clients is clearly evident in her daily schedule and her working attitude. From her analysis of my needs to advise me on the best alternative plans due to my conditions, she has been extremely helpful and astute in the planning. She gave a very comprehensive overview of the policies that are available which enabled me to understand more about the ones that will be applicable to me.

If I have any doubts, she responds quickly and I could always catch up with her on the ad-hoc queries. Her drive and zealous outlook towards her service delivery will definitely be assets in her growth within this organization. Proud of you Zann!"

Pei Yi, Discipline Mistress

Awards & Achievements

EliteClassQualifier
2017, 2020

EliteGold Qualifier
2015, 2016, 2018, 2019, 2021, 2022

Qualifying Member of Million Dollar Round Table
2016, 2017, 2018, 2019, 2020 (Double Round), 2021, 2023

Qualifying Member of Court of the Table
2022

 

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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