Shi Guan Tay (CFP®, ChFC®, AEPP®)

Helping families in Singapore plan ahead with clear CPF, insurance, and estate solutions that protect what matters most | Committed to Professional Growth & Mentorship

Singapore

About

I help individuals and families plan for the distribution of their wealth with clarity, care, and long-term intention. My work focuses on estate and financial planning — guiding clients through important decisions around legacy, protection, and how their values translate into lasting impact. Whether it’s preparing a will, establishing a trust, or structuring distribution plans, I aim to make the complex feel simple and personalised. Alongside my client work, I’m committed to supporting the next generation of financial professionals. I believe in mentorship, professional growth, and sharing what I’ve learned with those who are serious about building a meaningful career in this industry. If you’re here to plan confidently for your future, or you’re exploring a path in financial advisory work, I’m always open to connecting.

Experience

  • Director at AIA Financial Advisers
    Nov 2017 - Present · 8 yrs 9 mos

    As a financial consultant, I help individuals and families plan confidently for the future — with a strong focus on estate planning. I work closely with clients to ensure their legacy is preserved, their loved ones are protected, and their financial wishes are honored. My role includes: • Advising on estate planning strategies and structures • Guiding clients through family and wealth distribution planning • Hosting educational sessions and one-on-one consultations • Mentoring and supporting aspiring financial advisors I believe in making finance feel simple and human — whether you’re planning your legacy or building your career.

  • Estate and Succession Practitioner at PreceptsGroup International
    2019 - Present · 7 yrs 7 mos

  • Commando Leader at Singapore Armed Forces (SAF)
    Aug 2013 - Jun 2015 · 1 yr 11 mos

    Detachment 2nd-in-Command. Completed the SAF Ranger Course as a NSF.