Sharon Tay
Financial Specialist
Hello there! I am

A financial adviser in sunny Singapore who will listen to your situation and propose a solution over a cuppa coffee (or 2 pints of beer). Attracted by the fulfilment of a meaningful career, I joined the financial services industry to make a difference to people’s lives:  protecting relationships and achieving dreams  

Being a candid individual, I am here to provide accurate information and at the same time, advise you on plans that you have / haven’t bought through light hearted conversations (I’d like to think that I’ve a sense of humour).  As a strong advocate in financial planning, many clients has changed their perspective towards managing their finances after meeting me. 

My Services

The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.

My Achievements

Top Rookie
I achieved top rookie in my team in the covid-19 year. The feeling was remarkable and my efforts paid off. 
Financial Services Manager
Million Dollar Round Table (MDRT)
I was thrilled when I achieved the MDRT for the first year. It is not so much the award that is valuable but the impact I felt when I see my clients achieving their goals. I am filled with gratitude for my mentor and my team


Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!


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    Sharon Tay
    Financial Specialist
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