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In celebration of his 25 years in the financial industry, our CEO, Christopher Tan shared an epiphany he experienced 2 years after the Global Financial Crisis in a recent article he wrote for the [...]

Making the shift from a saver (while you accumulate) to a spender (while you retire) can be a surprisingly hard part of retirement. In this episode, Isaac speaks with our Client Adviser, Bryan [...]

In the recent 3 years, we have witnessed a rise in the number of people coming to us for end-of-life, legacy, and estate planning. Perhaps they were reminded that death can happen suddenly, [...]

Local bank stocks slumped in mid-March amid fears of wider financial contagion globally from the collapse of Silicon Valley Bank (SVB) as well as Credit Suisse’s downfall. In this episode, [...]

“How many two hours do you have to spend with the client in order to close a deal?” “Why are you going through client’s insurances for them when your job is to get them to buy our products?” “You [...]

In this episode, we are glad to be joined by the lovely Ms Ong Bee Yan who would be sharing how she blossomed from a shy, young lady with low self-esteem to being the face of ageless fashion. Bee [...]

Given the headlines in early and mid-March, one might be forgiven for thinking that it would be a terrible month for markets as banks seemed to be collapsing and some Credit Suisse bondholders [...]

4 years ago in 2019, The Woke Salaryman was set up with the intention of helping Singaporeans make better financial and life choices through education. In this episode, our CEO, Christopher Tan, [...]

Ever experienced that moment when you wake up and realise you’re approaching a significant milestone in life? At that moment, you can’t help but wonder – Am I on track to [...]