William Tan

Associate Financial Services Director

Specialisation

Life Insurance
General Insurance
Investment Planning
CPF Investments
Child Education Plan
Asset Management
Retirement Planning
Estate Planning
Corporate Investing
Impact Investing
Cash Reserves Management
Risk Management
Employee Benefits
Keyman Insurance

Motto

Always plan for life’s essentials and never leave it to chance.

Group

Living Waters Financial Advisory

“Be enterprising. Make every opportunity yours.”

Qualifications

Diploma in Life Insurance, Singapore College of Insurance

Associate Financial Consultant, Insurance and Financial Practitioners Association of Singapore (IFPAS)

Life member of Million Dollar Round Table (MDRT)

About

William believes that every person—no matter how reserved and humble—has aspirations. Not only does he have the knack of listening actively to understand what worries, drives and delights different people, William’s purpose is to help them achieve the financial security to realise their dreams.

A veteran with 32 years of insurance experience, William observed how the financial services industry was evolving and wanted a different platform that complemented his team’s growth into a full-fledged financial consultancy capable of providing comprehensive financial advisory services to both individual and corporate clients. Joining SG Alliance has been a happy union of shared vision and direction.

William heads the Living Waters Financial Advisory, a team that has grown not just in group size, but professionally. The structured training programme, joint field work opportunities, constant market updates and mentorship from the group’s experienced leaders accelerated his team members’ achievements. Speaking passionately about his team:

“My consultants’ life goals are my goals, be it family or business results. Only when they excel and exceed their goals, do I consider myself a successful leader.”

Personal Passions

William loves the speed of F1 racing and rally cars, the team sport of soccer as well as the serenity on the golf course. Besides sports, this devoted family man is passionate about cars. His other hobby is real estate which he finds endlessly fascinating and a formidable investment asset.

Specialisation

Life Insurance
General Insurance
Investment Planning
CPF Investments
Child Education Plan
Asset Management
Retirement Planning
Estate Planning
Corporate Investing
Impact Investing
Cash Reserves Management
Risk Management
Employee Benefits
Keyman Insurance
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