CANACE TAN

Licensed Financial Planner

I specialise in the niche of individuals or families who need support and guidance on their financial journey, by providing holistic financial planning and ongoing assistance to improve wealth-building behaviours so that one can make informed financial decisions that will allow the achievement of one’s personal life goals and secure a better financial future.

Canace Tan

“If you don’t know where you come from,
it’s difficult to determine where you are.
It’s even more difficult to plan where you are going.

— Joseph Lowery —

Every person has different perspectives, needs, goals and life.

This makes the journey even more difficult if you lack financial literacy, or have no idea how to manage your finances and what financial advice to rely on.

does this Sound like you?

No Time To Plan

Feeling Financially Disorganized

Afraid of Making Wrong Decisions

You are in the right
place if:

You want to make a better financial decision.

You want someone to advise you with your best interests in mind.

You are ready to stop reinventing the wheel when it comes to financial decisions.

You prefer the "certainty of the financial future" to the "doubt if it will happen".

How it Works?

The 3 Simple Steps

Have a Conversation

A 60-90 minute Initial Consultation to discuss your current issues, concerns, goals, and desired outcome. It is also a perfect time to assess whether or not I am well-suited to help you with your concerns. 

Plan Next Move

A review or feedback appointment is scheduled after the initial consultation to discuss the results. Also, I will advise any need for subsequent services to meet your goals.

Start implementing

We will spend time together to better understand you, including but not limited to your financial situation, ability to achieve your goals, and your peace of mind if you were to continue as you are today. I will show you what strategic plans could be implemented to help you achieve your goals and improve your overall financial well-being.

Testimonials

What my Clients Say

Leon Yee Project Manager

Working with Canace has been a truly fantastic experience, and I would highly recommend her to anyone seeking professional financial advice. One of the things I appreciate most about Canace is her ability to guide me towards the right path, even when I was new to the topic of financial advisors and didn't know what to ask during our meetings. She patiently explained everything to me in a clear and concise manner, and was always available to answer any questions I had. Additionally, Canace's in-depth insights on how to make financial decisions have been invaluable to me. She takes the time to understand my specific needs and goals, and then provides me with personalized advice that is tailored to my unique circumstances. This has helped me make better financial decisions and feel more confident in my overall financial plan. Finally, despite her youth, Canace's professionalism and expertise have never been in doubt. She is clearly passionate about her work and committed to helping her clients achieve their financial goals. I appreciate her honesty, dedication, and the time and care she takes to ensure that I am always informed and empowered to make the best decisions for my financial future. Overall, I would highly recommend Canace Tan as a financial advisor. She is knowledgeable, personable, and truly invested in helping her clients succeed.

Ke Qi Account Payable Executive

Canace works passionately to ensure that her customers receive the best service and tailored products. She even goes the extra mile by preparing a summarized insurance policy in a bound copy for our better understanding. When I was working overseas, she assisted me in contacting the hospital/clinic to request documents for an insurance claim. Additionally, she patiently explained to my parents what needed to be done before their consultation with the doctor. Canace always gives extra effort to provide the best service and explains in detail to clear up our queries. I find her services helpful in managing my finances and making informed decisions.

Mr & Mrs Tan Truck Dealership Business Owner

We have had the pleasure of working with Canace for the past 4 years, and we cannot express enough how much we appreciate her work, expertise, and trustworthiness. She has been a trusted partner in helping us with our financial planning. Canace's attention to detail and practical knowledge has been invaluable, alerting us to areas we may have overlooked and helping us make better decisions. During our recent holiday trip, Canace helped us complete our wills despite the rushed schedule, giving us peace of mind before we left. We were concerned about having our children, who are not financially literate, manage our assets in the event of an unexpected accident. Canace's quick response and commitment to helping us with this important task were greatly appreciated.

Wyzack Teo Programmer

From the very first time we met, I was impressed by how Canace took the time to explain all the details of financial planning clearly to me. Before working with Canace, my main financial goal was to ensure I had adequate insurance coverage. Canace was able to provide valuable insight and advice and ensure that I had the right insurance cover to meet my needs. Thank you to Canace's expertise and dedication, I was able to choose a better insurance policy after comparing quotes from different insurance companies.

Hui Kee Risk Analyst

I felt secure and trust working with Canace, and what I liked the most was her prompt responses and timely updates. Her communication is always clear and concise, and I never have to worry about not being informed of the latest updates.

Charmaine Lee Marketing Freelancer

I used to rely solely on the internet to make my financial decisions, as I preferred to keep my financial matters to myself. However, I always felt unsure if I was doing everything right until I came across Canace on Facebook. She gave me a clearer understanding of my personal financial situation and helped me define my financial goals. With her guidance, I became more mindful of my spending habits and made sure I was saving enough to achieve my financial goals. Also, her regular check-ins and reviews helped me stay on track. Canace is a friendly and welcoming planner who always greets me with a smile, so I feel comfortable talking to her about my finances, almost like talking to a friend.

Mr Tan Automobile Spare Parts Business Owner

I had been wanting to write a Will for some time and had been eagerly seeking advice. However, the advice I received was not always what I was looking for, which led me to postpone the decision. That was until I met Canace. She took the time to understand the progress I had made so far, my concerns, and worries. Canace even helped me consider different scenarios, which gave me more confidence in the decisions and arrangements I made. With her guidance, we were able to complete the Will. I felt relieved and had peace of mind knowing that everything was taken care of.

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