Joey Tan
BBA (finance), AEPP®, IBFA, Chartered Agency Sales Manager

Prudential Financial Services Director
Joey has accumulated many accolades since her years as a junior financial consultant to where she is now as an agency leader. She puts it straightly across. “An award event recognises & celebrates great achievements we have done in the past year. To me, it’s simply a job done properly & at a high professional standard.”
“A financial consultant role draws on equalising the rich & the poor. Through the work of our hands, same treatment options can be offered”
Joey continues to stay relevant with the growing needs of her clientele. She has expanded her scope of work to a wider range of financial services suite. Her clients appreciate her on her vast experience, her network & being able to articulate the solutions clearly to them. Most importantly, she constantly stays in touch with them despite her busy schedule.
Joey identifies most with Growing and Giving as core values of her organisation.
In her own words, “I believe everyone needs to be better than who they were yesterday. This sense of fulfilment, to be our better self, brings satisfaction. It rejuvenates. It is the spirit behind all motivation to keep moving to set new standards for ourselves.
“Growing brings along Giving. Nothing beats being able to share your growth in any way with someone. The joy of brightening up a child’s day, the joy of building a habitat, the joy of paying it back when we have been blessed to receive so much.”
“This year marks my 17th year doing what I have been enjoying doing. I’m just happy & thankful for the role that I’m in.”
Specialisations

Life & Health Protection

Savings & Investment

Retirement Planning
Experience
Wall of Honour

MDRT 2021

APFinSA Award 2021

Quality Club Elite 2021

Star Club 2021

Prudential Service Mark 2021

Million Dollar Agency 2021
What people say about me?







Being rich first starts with having a rich mindset. Start cultivating a rich mindset by developing certain beliefs and behaviours - And you'll be on your way to becoming more wealthy! 💰
Here are our tips on how to build a Rich Mindset! 👇🏻
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Have you heard about the new CPF changes?! Find out in this post on how this will impact you as an employee 👇🏻
CPF Monthly Salary Ceiling will be gradually raised from $6,000 to $8,000 by 2026, allowing for increased retirement savings and more financing options for property purchases. However, it's important to consider the potential impact on your take-home pay and family finances. 💰
Have a question? Drop us a DM and we’ll be happy to share with you more! 📩
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Have you been binge-watching Physical 100 on Netflix? 🤭 Well, your financial health is just important as your physical health! 💪🏻
Read this post to learn how you can overcome these quests to achieve Financial Success💰
Photo Credits: Netflix - Physical 100
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