TAN ZHENG HAN

Zheng Han is my university classmate and he has been growing as a financial consultant since we graduated. He is constantly upgrading himself with seminars and courses to stay competitive in the market. Whenever there are any shifts in the insurance industry, he will update me with informative articles or invites for webinars.

As a financial consultant, he doesn’t just patronize plans from one insurance company. He is able to provide you with a carefully crafted portfolio to suit your needs. A personalized portfolio made up of coverage from different insurance companies.

So, if you need any advice in building your portfolio or just need a 2nd opinion on insurance matters, Zheng Han will be my recommendation.

I am pleased to offer this testimonial for my financial advisor. Working with them has been a game-changer for my financial planning and investment strategy. They have consistently demonstrated a deep understanding of my financial goals and risk tolerance, and have worked diligently to develop a customized plan that aligns with my specific needs.

One of the things I appreciate most about my advisor is their ability to communicate complex financial concepts in a clear and concise manner. They have helped me to navigate the often-confusing world of finance with ease and confidence, and have provided valuable guidance and support every step of the way.

In addition to their technical expertise, my advisor is also an excellent listener and collaborator. They take the time to understand my concerns and questions, and always make sure that I am comfortable with the decisions we make together.

Overall, I would highly recommend my financial advisor to anyone looking for a knowledgeable, trustworthy, and client-focused partner in their financial journey. With their guidance and support, I am confident that I am on the right path to achieving my financial goals.

I know Zheng Han before he joined Finexis. He was very patient in exploring my financial goals with me, allowing me to have a long-term view of my financial planning, which I found to be particularly useful. Following that, he was able to recommend suitable plans. Good job!

I get to know Zheng Han from playing basketball together. Back then he was not in the financial advisory industry still. So, I would say I have seen him from a “zero to hero” on all financial products and financial knowledge. Whenever I have a chat with him related to finance, he is always very enthused and willing to share his knowledge. He is someone who always listens first be it on your needs or your trouble, and he is always very meticulous in everything. Zheng Han is constantly upscaling his knowledge and will humbly share with his peers or clients. I would not hesitate to recommend Zheng Han to anyone who requires any type of assistance on financial advice/guidance.

I was introduced to Zheng Han through his brother. He impressed me with his professional work ethic and dedication by sharing his vast knowledge of the policy I am interested in with proper guidance. I would not hesitate to recommend Zheng Han to any of my peers who are in need of a trustworthy and competent financial advisor.

Zheng Han & I go way back to our army days. You can say that it is fate that brought us together. Even after ORD, University, and coming out to work in society, we still hang out from time to time playing Mahjong and having lunch/dinner gatherings. Our meet-ups are pretty normal, pretty standard. No uncomfortableness like talking to a fresh financial advisor.

He is experienced in his arena and knows about his products, which gives me confidence in his financial advisories. To be honest, and to be fair, I’m in the finance/accounting line of work and studies, so I’m quite knowledgeable and prudent when it comes to my own finances and life planning. However, from time to time, there are things that I may not know about, such as policy updates and changes with regard to the financial product industries. That’s where Zheng Han comes in, helpful and dependable.

In Zheng Han’s position, he is able to offer a variety of products from different companies rather than from only 1 firm. This allows for comparison, which as a Singaporean, loves to compare and pick the best and most value-for-money products. He helps to engage my thinking into securing a financially prudent route where my assets are financially secure without worries. Any questions or doubts I have are usually answered clearly, which reassures my position.

The financial product industry can be ever-changing. As working adults, we have limited time to spend doing research on such products. Having a financial advisor helps save you time and provides you with financial security. He is dependable and easy to approach, doesn’t hard sell on products you are not ready to buy, but advises you on its pros and cons, which are useful in making these life-changing decisions. His arsenal of products offered by his financial advisory firm is also a major plus point to think about.

Thus, I would recommend him to friends and family if they are ever seeking to buy financial products and would like a comparison in the market.

I was first acquainted with Zheng Han when I was still a University Postgraduate student. Despite my limited income, I was impressed by Zheng Han’s professional work ethic to find the most compatible insurance plan to fit my needs. Most importantly, Zheng Han was committed to ensuring I am well-covered and kept me updated on new policies which he believes was beneficial to my need. Zheng Han is an approachable friend and competent financial advisor, and I have benefitted greatly from his advice. I would not hesitate to recommend him to any of my peers.

Zheng Han is a person you can associate with easily. He is friendly, honest, and hardworking. He is also very committed to his job which is also his interest as you see from his face which shows passion and glow when talking about financial subjects.

I was introduced to Zheng Han when he took over my financial portfolio from his brother.

Through a few interactions, I feel that Zheng Han is attentive and a good listener who listens prior to probing further. He is also a dedicated individual who is willing to learn as he asked for feedback after the interaction as he hopes his recommendations address the needs of the client. With his help, I managed to restructure my investment-linked plan and got a plan that focuses on critical illness.

Even though I think Zheng Han is not an extrovert, there wasn’t much awkwardness and I’m convinced that I am well protected in terms of coverage and have started on some sort of retirement planning.
With the saturation in the insurance market, I was happy enough to introduce Zheng Han to anyone who requires a 2nd opinion for their policies. I believe his personality, knowledge, and resourcefulness is a value add to the interaction.