Karen Tang, CFP®: Certified Financial Planner in Singapore

What Clients Are Saying

Over the years, having Karen as my financial planner has made me feel more confident about my financial well-being and future. 

Ms. Wee Soek Yen

Assistant Director, Civil Service

You feel like you’re talking to your trusted friend who has your best interests at heart.

Mr. & Mrs. Teo W. L.

Management Consultant and Homemaker

Karen creates an experience that relieves a person of any financial tension they may be feeling.

Ms. Ambica Yadavalli

Director, Leadership Strategy Consultancy

SOUND FINANCIAL PLANNING BEGINS HERE

Financial planning is about taking responsibility for your own financial well being. It also includes checking your financial pulse rate at regular intervals to ensure that your are in a continually healthy state.

About Karen​

Since 2005, Karen has been helping professionals and executives protect, build and preserve their wealth. She is a Certified Financial Planner™ – that means quality advice and vital expertise for her clients.

Work Philosophy

Most financial planning starts with an assessment of goals. The approach that Karen takes in creating a unique financial plan for each individual is holistic and it focuses on the person’s financial and non-financial priorities.

Services Offered

Karen provides a range of Personal Financial Advisory Services. This includes Risk Management, Investment Planning, Retirement Planning, Children’s Tertiary Education Planning and Estate Planning.

Get in Touch

Karen’s clients trust her for her sound unbiased advice and professional ethics. Get in touch and schedule a consultation with her to assess how she can help you to achieve your financial goals. The process begins now.

Services

Comprehensive financial planning means addressing a person’s financial needs and concerns holistically as opposed to looking at them from a ‘piecemeal’ approach. The range of financial planning services that Karen provides include:

Testimonials

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