Jimmy Tan

About me

Parenthood is very subjective. Raising children can be quite an uphill task.

Parenting is emotionally and intellectually overwhelmed at times and it often requires professional sacrifice and wise financial planning. Kids are needy and demanding from the moment of their birth to… well, forever. 

I’m a dad and I truly believe that every parent wants to put their children in the best position for success. Having said that, listening to my clients needs is the key to a successful and smooth financial planning for both parents and their children’s future academic plans.

My dedication and passion as a dad, has made me wants to help other parents to strive a better tomorrow for their childrens’ future. Properly catered financial planning is very crucial and I strive to be always understanding towards my clients current situation in order to propose a positive and suitable financial planning that my clients will be very comfortable through their financial planning journey.

I am also the co-founder of One Estate Solution, which focus on special needs planning. This service enable s parent of special needs children to ensure their financial well-being.

Parenthood is very subjective and raising children can be quite an uphill task. As a dad and a financial services consultant, Jimmy believes that every parent wants to put their children in the best position for success. With this in mind, Jimmy listens carefully to his clients’ needs, helping them to decide on financial planning that works both for the parents and their children’s future academic plans.

As a Young Family Planning expert, Jimmy recognizes that parenting is emotionally and intellectually overwhelming at times. Often, it requires professional sacrifice and wise financial planning. Kids need a lot and are demanding from the moment of their birth to… well, forever. Jimmy’s dedication and passion as a dad has made him want to help other parents to strive for a better tomorrow for their children’s future.

Properly structured financial planning is very crucial to a family’s financial security and Jimmy strives to be understanding of his clients’ current situation. This allows him to propose a positive and suitable financial plan that will be very comfortable through the family’s wealth accumulation journey.

Jimmy is also one of the WEGroups’s few advisors to be selected to participate in projects created for babies. He has a great deal of experience in product knowledge, underwriting, and claims involving insurance planning for babies.

In addition, Jimmy is one of the co-founders of One Estate Solution, which focuses on financial planning to secure the financial future of special needs children. Jimmy’s broad range of financial planning skills also extend to retirement planning. He helps couples and individuals with strategies to increase their retirement portfolios and also provides comprehensive analysis of clients’ portfolios. Jimmy comes highly recommended from his clients and is recognized for his expansive knowledge and commitment to helping clients achieve their personal goals.