Moonie Tan • 陈玟霓 ❣️

MAS_Rep: TM-300104170 | AFP qualified FA Manager representing Financial Alliance Pte Ltd | Founder for i12plan.com | Transforming Lives Through Financial Mastery | Motivational Speaker

Singapore, Singapore

About

I believe in walking the talk. I position myself as the 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝘁 anyone would turn to, for 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀. My purpose is to provide clear, effective, and holistic financial consultation that empowers individuals and families to build, preserve, and enjoy their wealth with confidence. How? I empower individuals to take control of their financial future: whether through building lifelong passive income, creating a debt-free retirement, or ensuring a lasting legacy for their loved ones. As a Financial Services Manager, I also guide mid-career professionals in making a successful switch to the financial services industry. I mentor them to become self-employed, design their own income potential, and enjoy the flexibility of work-life balance. My strongest forte lies in legacy and estate planning, where I walk the talk by applying the same strategies I share with my clients. 🔑 What does retirement mean to you? – Becoming debt-free? – Having enough passive income to sustain your lifestyle for life? If you’re ready to explore financial freedom or a purposeful career in financial services, let’s connect. My personal achievement: I achieve personal financial freedom at the age of 30. Past career achievement: 2013 - Founder: SisHome Residences - THE ONLY homestay operator in Malaysia who accepts credit cards via a physical machine. 2017 - SisHome Residences was sold to a group of 5 Malaysian investors. 2020 to 2024 - 3 MDRT and qualified for multiple incentive trips organized by Manulife SG. 2024 - Tiger Brokers top 15, qualified for Tiger Broker's 1st conference held in Monaco and Nice(France). 𝑫𝒊𝒔𝒄𝒍𝒂𝒊𝒎𝒆𝒓: 𝘛𝘩𝘦 𝘷𝘪𝘦𝘸𝘴 𝘢𝘯𝘥 𝘰𝘱𝘪𝘯𝘪𝘰𝘯𝘴 𝘦𝘹𝘱𝘳𝘦𝘴𝘴𝘦𝘥 𝘪𝘯 𝘢𝘯𝘺 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘤𝘳𝘦𝘢𝘵𝘦𝘥 𝘢𝘳𝘦 𝘴𝘰𝘭𝘦𝘭𝘺 𝘵𝘩𝘢𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳 𝘢𝘯𝘥 𝘥𝘰 𝘯𝘰𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵 𝘵𝘩𝘦 𝘰𝘱𝘪𝘯𝘪𝘰𝘯 𝘰𝘧 any company. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘴 𝘧𝘰𝘳 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘵𝘩𝘦 𝘱𝘳𝘰𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴. 𝘗𝘰𝘴𝘵𝘪𝘯𝘨 𝘰𝘳 𝘢𝘥𝘷𝘦𝘳𝘵𝘪𝘴𝘦𝘮𝘦𝘯𝘵 𝘩𝘢𝘴 𝘯𝘰𝘵 𝘣𝘦𝘦𝘯 𝘳𝘦𝘷𝘪𝘦𝘸𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘔𝘰𝘯𝘦𝘵𝘢𝘳𝘺 𝘈𝘶𝘵𝘩𝘰𝘳𝘪𝘵𝘺 𝘰𝘧 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦. 𝘔𝘈𝘚 𝘙𝘕𝘍 𝘕𝘰: 𝘛𝘔-300104170

Experience

  • i12plan (Self-employed · 1 yr 7 mos)
    • Owner
      Mar 2025 - Present · 1 yr 5 mos

      Take control of your financial future without the stress, because when money works smarter, you live better.

    • Founder
      Jan 2025 - Present · 1 yr 7 mos

      Life requires careful planning; especially finances - to simplify life’s planning challenges & empower people to take control of their financial future

  • Motivational Speaker at Public Speaker Moonie Tan
    Jul 2024 - Present · 2 yrs 1 mo

    Motivational Speaker

  • Building a Team - Financial Advisory Manager at Financial Alliance Pte Ltd
    Feb 2025 - Present · 1 yr 6 mos

    Financial Advisory

  • Manulife Financial Advisers Pte Ltd (4 yrs 5 mos)
    • Director of Sales (Financial Services)
      Mar 2020 - Jul 2024 · 4 yrs 5 mos

    • Associate Director of Sales
      Mar 2020 - Feb 2024 · 4 yrs

      HNW Specialist, Wealth Management. Solutions for wealth preservation, Legacy planning etc

    • Financial Services Consultant
      Mar 2020 - Jan 2023 · 2 yrs 11 mos

      Plan ahead. Live with Peace of Mind.

  • Chief Executive Officer at SisHome Homestay
    Dec 2013 - Aug 2017 · 3 yrs 9 mos

    Business was SOLD in year 2017 From design, write up to upload of images in the website and not limited to integrate the various payment gateway, live chat in website, company retail renovation, admin work on check in and out process, running of the homestay business etc. With the limited resources and manpower, SisHome was well recognized and successful till a group of individuals bought the Brand and platform over. The setting up of a new brand and business can be challenging but I have proven myself that success is possible if you are willing to put in effort. Never regret the journey.