Matthias Tan, CFP®, AEPP®
Senior Client Adviser
With over 16 years of experience in the financial planning industry, Matthias has been dedicated to guiding individuals and families on their wealth management journeys. His unwavering commitment to honest, independent, and competent advice has helped many clients make confident financial decisions and stay aligned with their long-term goals.
Driven by a deep desire to grow both personally and professionally, Matthias has earned financial planning certifications such as the Certified Financial Planner (CFP®) and Associate Estate Planning Practitioner (AEPP®). Beyond technical expertise, he also seeks holistic growth—completing a 9-month coaching certification programme to better support clients through deeper listening and meaningful conversations. He believes that clients deserve an adviser who is always learning and evolving.
At Providend, Matthias partners closely with clients to craft tailored strategies that reflect their values, needs, and aspirations. His advisory philosophy centres on empowering clients through education—helping them understand their options so they can make wise and informed choices.
Outside of work, Matthias enjoys quality time with his wife and two sons, and maintains an active lifestyle at the gym. He believes that a well-balanced life is essential to both personal fulfilment and professional excellence.
If you could only eat one meal for the rest of your life, what would it be?
Japanese donburi (like Oyakodon) — simple and satisfying.
What is one superpower you wish you could have and why?
The ability to pause time — to be fully present with family, clients and self.
What advice would you give to your younger self?
Don’t rush the journey. Stay curious, keep growing, and trust the process.
What is the luckiest thing that has happened to you?
Meeting my wife, Cynthia — someone who grounds and sharpens me.
What is your exercise regime like?
Strength training and cardio at the gym, 3 times a week.
What is your proudest accomplishment?
Becoming a father. Nothing else has shaped me more deeply or given me greater purpose.
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