Last updated on April 12, 2026
Philbert Tan has nearly 20 years of experience in financial services. He is dedicated to helping clients achieve secure and successful futures. His expertise encompasses customized investment strategies, rigorous risk management, and strategic estate planning, helping individuals protect their wealth and achieve their financial aspirations.
Professional Qualifications:
- Chartered Wealth Manager (CWM)
- Trust and Estate Planner (TEP)
- Certified Financial Planner™ (CFP®)
- Certified Financial Technician (CFTe)
- Institute of Banking and Finance (IBF) Singapore Advance Level 3 in Personal Financial Planning
- First Steps® Advance Care Planning Instructor
- Advanced Certificate in Learning and Performance (ACLP)
- Diplomas in International Management Management
- Diploma in Investment Advice
Specialties:
- Wealth Management: We create custom investment solutions. Our goal is to maximize returns and reduce risks. Each solution fits the client’s unique financial situation.
- Estate Planning: Creating clear plans to manage and distribute assets as clients want. This helps reduce tax issues.
- Trust Planning: Creating strong trust structures to protect assets and support future generations according to clients’ long-term goals.
- Business Succession Planning: We help small and medium-sized business owners plan for a smooth transition. This ensures their business operations continue without interruption.
- Simplified TextAdvance Care PlanningI am a certified instructor. I help families make important decisions about health care and end-of-life wishes. This includes handling the money side of care planning. This ensures that all plans match their values and are legally accepted.
Professional Memberships:
- Full Member of the Society of Trust and Estate Practitioners (STEP)
- Chartered Member of the Chartered Institute for Securities and Investment (CISI)
Philbert is Singaporean citizen and our main resources for estate planning related to Singapore.