Hi, I’m Jonathan Tan

I'm a Financial Services Manager from William Chang Organisation, representing HSBC Life (Singapore) Pte. Ltd. I believe in personalised and innovative strategies, ensuring each individual’s financial journey is both fulfilling and successful.

OUR SERVICES

Individual Asset Management

Whether you're planning for retirement, saving for a major purchase, or investing for the future, our experienced advisors are here to guide you every step of the way. With personalised strategies and ongoing support, we'll help you achieve financial success and peace of mind.

Business Asset Management

Grow and protect your business with our comprehensive suite of products and services. From financial analysis, business succession to asset protection and keyman insurance, we offer a holistic approach to managing your business's wealth.

Bespoke Wealth Solutions

Experience personalised wealth management tailored to your unique needs with our bespoke wealth solutions. Whether you're an affluent individual, a family office, or a high-net-worth investor, we offer customised solutions designed to preserve and grow your wealth.

Discover your future with us

As an Altus Advisory Financial Planner, you'll empower others by providing sound financial advice to those around you, helping them live their lives while staying protected.

Explore your earning potential through various commissions

Leverage a suite of solutions to cater to our customers’ various needs

Enjoy a better work-life balance by planning your own flexible working hours

JOIN US

Testimonials

Jonathan is a friendly and approachable consultant who prioritises my needs. I had questions about my hospital plan, which I had signed up years ago during my NS, and my previous agent was no longer available. He proactively explained how my hospital plan works (what can claim, claim limit etc). Impressed by his professionalism, I decided to transfer my hospital plan to HSBC Life and let him be my servicing agent. He actively services me, and provides me with constant updates. Highly recommend if you are looking for a service-oriented consultant rather than a salesperson.

Derrick, 2024

“To craft tailored financial solutions that empower individuals to realise their unique goals.”

Get in touch!

We know that the financial needs for each family or business are unique. Use this form to tell us more about your needs or concerns, and we will be in touch shortly!

Keen to start a journey with us as a financial planner? Fill out the form here!

Jonathan Tan
You can email us at jonathan.tanjw@hsbc.com.sg to find out more.
Alternatively, you may also call us at (65) 9126 3856.

Altus Advisory
an agency unit representing HSBC Life (Singapore) Pte. Ltd.

Name

First Name

Last Name

Phone

(###)

###

####

How can I help?

Retirement Planning

Estate Planning/Legacy

Health and Protection

Savings and Investments

Employee Health and Benefits

Others

Preferred Appointment Date

YYYY

Message

Disclaimer

I confirm that the information I have provided are my personal data. I understand that such information may be provided to HSBC Life (Singapore) Pte. Ltd. ("HSBC Life"). By providing this information, I understand that HSBC Life and their respective representatives or agents may collect, use and/or disclose the information I have provided for the purpose of contacting me about products and services offered by HSBC Life or to assess my suitability to be appointed as a financial representative of HSBC Life as applicable, and I give my consent for HSBC Life and its representatives and agents to contact me for these purposes.