Financial Advisor in Singapore
Helping Retrenched & Mid-Career Professionals
Regain Financial Stability
"Most people don't realise they have a financial gap — until something unexpected happens."
Is Your Financial Future Secure?
Retrenchment
The sudden loss of income can derail years of planning. Do you have a safety net?
Critical Illness
Medical costs are rising. Without coverage, your savings could vanish overnight.
Loss of Income
Whether due to disability or market changes, protecting your earning power is vital.
A Different Approach to Financial Planning
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No Jargon
We explain complex financial concepts in simple, everyday language.
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No Pressure
We believe in education first. You decide when you're ready.
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Tailored Solutions
Every financial situation is unique. We build plans that fit your life.
"I didn't just want to sell insurance; I wanted to help people navigate the most difficult financial moments of their lives with dignity and clarity."
Our Core Services
Insurance Planning
Protection for life, health, and disability.
Wealth Accumulation
Strategies to grow your assets over time.
Retirement Planning
Ensuring you can retire comfortably.
Financial Health Check
A comprehensive review of your status.
Real Stories, Real Impact
Find out where you stand financially today
Don't wait for an unexpected event to reveal your financial gaps.
About Tan Chiu Min
Empathy-Driven Financial Planning
From Private Banking to Personal Service
With over 15 years of experience in Private Banking, I have had the privilege of working with high-net-worth clients, understanding the intricacies of wealth preservation and growth. However, in 2019, I made a conscious transition to the Financial Adviser industry.
Why? Because I realized that while the wealthy have access to sophisticated advice, everyday families and mid-career professionals often face financial cliffs alone.
My philosophy is simple: Relationship-first, Integrity always. I believe in making a difference by creating value through service, not just sales.
My Personal Beliefs
- Every client deserves a tailored roadmap.
- Transparency builds trust.
- Financial stability is the foundation of a happy life.
Professional Qualifications
Certified Financial Adviser
Licensed under Infinity Financial Advisory
15+ Years Private Banking Experience
Worked with high-net-worth individuals and families
Financial Planning Specialist
Expertise in insurance, wealth, and retirement planning
Areas of Expertise
Specialized knowledge to help you navigate complex financial decisions
Protection Planning
Life insurance, critical illness coverage, disability protection, and hospitalisation plans tailored to your needs.
Wealth Accumulation
Investment-linked policies, unit trusts, and portfolio structuring for long-term growth.
Retirement Solutions
CPF optimization, SRS planning, and pension strategies for a comfortable retirement.
Family Protection
Education planning, legacy planning, and ensuring your loved ones are financially secure.
Business Solutions
Key person insurance, buy-sell agreements, and employee benefits planning.
Retrenchment Support
Specialized guidance for mid-career professionals facing job transitions and income changes.
Stories That Define Me
Real experiences that shaped my approach to financial advisory
The Retrenched Mother
A pregnant client lost her job. Instead of pushing products, we audited her cash flow, deferred payments, and secured critical coverage. She kept her home and her peace of mind.
The Cancer Diagnosis
When a client was diagnosed with cancer, the insurance claim process was seamless because we had planned ahead. My role shifted from advisor to supporter during their recovery.
Why Clients Choose Me
Years Experience
Transitioned to FA
Client Commitment
Infinity FA Partner
Our Services
Comprehensive Solutions for Every Stage of Life
Insurance Planning
The Problem
One accident or illness can wipe out a lifetime of savings. Medical costs in Singapore continue to rise.
The Solution
Tailored coverage for Life, Critical Illness, Disability, and Hospitalisation that fits your budget and needs.
The Outcome
Peace of mind knowing your family is protected no matter what happens. Financial security during difficult times.
Wealth Planning
The Problem
Inflation eats away at cash savings. Market volatility creates uncertainty. Where should you invest?
The Solution
Strategic portfolio structuring using Unit Trusts and other instruments aligned with your risk profile and goals.
The Outcome
A growing asset base that works for you. Diversified investments that weather market changes.
Retirement Planning
The Problem
Will you have enough money to last 20-30 years after you stop working? Rising healthcare costs in retirement.
The Solution
Long-term compounding strategies, CPF optimization, and SRS planning designed to create steady income.
The Outcome
A dignified, stress-free retirement enjoying the fruits of your labor. Financial independence in your golden years.
Estate Planning
The Problem
Without proper planning, your assets may be frozen for months. Family disputes over inheritance can tear relationships apart.
The Solution
Will writing services, trust structures, and nomination strategies to ensure your wishes are carried out smoothly.
The Outcome
Your legacy is preserved exactly as you intended. Your loved ones receive their inheritance without unnecessary delays or disputes.
Business Support
The Problem
Key person risk can cripple your business. Succession planning is often overlooked until it's too late.
The Solution
Key person insurance, buy-sell agreements, employee benefits planning, and business succession strategies.
The Outcome
Business continuity protected. Smooth transitions during ownership changes. Attractive employee benefits to retain talent.
Retrenchment Support
The Problem
Sudden job loss creates immediate financial pressure. Many don't know how to manage their severance or extend their runway.
The Solution
Emergency cash flow planning, insurance premium management, CPF withdrawal strategies, and career transition financial support.
The Outcome
Financial stability during transition. Time to find the right next opportunity without desperate decisions. Dignity preserved.
Not Sure Where to Start?
Let's discuss your situation and create a personalized plan that addresses your unique needs.
Free Financial Health Check
Discover your financial blind spots in 5 minutes.
Why It Matters
Just like a car needs regular servicing, your finances need a check-up. Most people focus on income but ignore protection and liquidity until it's too late.
"If my income stops, what happens next?"
"Do I have enough coverage for critical illness?"
"Am I on track for my retirement goals?"
Ready to find out where you stand?
Get a personalized roadmap based on your answers.
*This tool is a preliminary assessment. A full consultation is recommended for detailed planning.
Book Your Consultation
Let's build your financial roadmap together.
Request an Appointment
What to Expect
30-45 Minute Session
A focused discussion about your current situation and goals.
No Obligation
This is an exploratory meeting. You are under no pressure to buy anything.
Personalised Insights
Walk away with clarity on your financial gaps and next steps.
Office Location
70 Bayshore Road, Singapore
Mon - Fri: 9:00 AM - 6:00 PM
Resources & Insights
Financial Education for a Secure Future
Featured Insights & Financial Education
Professional Profile
Learn more about Tan Chiu Min's background, qualifications, and approach to financial advisory.
View ProfileLinkedIn Network
Connect professionally, view career history, and stay updated on industry insights.
Connect NowInstagram Insights #2
Investment strategies and wealth building techniques explained simply.
View PostInfinity Financial Advisory
Explore the full range of financial products and services offered by Infinity FA.
Educational Topics
Retirement Planning
Understanding CPF, SRS, and private pension options for a comfortable retirement in Singapore.
Insurance Basics
Term vs Whole Life insurance explained. Learn what coverage you actually need.
Wealth Accumulation
Investment strategies for mid-career professionals looking to grow their portfolio.
Money Management
Budgeting tips and cash flow management for families and individuals.
Contact Us
Get in touch for any inquiries.
Get In Touch
Address
70 Bayshore Road, Singapore
Business Hours
Mon - Fri: 9:00 AM - 6:00 PM
Sat - Sun: By Appointment
contact@autumnbright.com