Fergus Tan
Financial Life Planner * Vision Painter * Legacy Builder Schedule a ConsultationSay HelloAbout Fergus Tan
Your Financial Life Planner
Hi! My name is Fergus, and I help people clarify their life goals so that they are better able to allocate and plan their resources to achieve them. I have been helping businesses with their digital strategy for a number of years before I stumbled onto the life of Financial Planning.
One of the things I realised during business consulting was that people are still quite unaware of the various tools available to help them with their financial goals.
Now, I am in a privileged position to be able to touch lives, not just by helping them make sound financial decisions, but also in helping them increase their active and passive income through professional branding as well as goals driven strategies.
What I Do
Financial Life Planning is not about saving as much money as you can.
It is also not about giving up the good things in life, in fear of retirement.
Money is meant to help you improve the quality of your life.
Financial Life Planning is about helping you live your best lives possible, given the resources you have.
Vision Painting
Discover Motivations
Understand Situation
Implement Solutions
Regular Reviews
Life Energy Alignment
Professional Brand Clarity
Legacy Building
How Do I Know If I Need a Financial Life Planner?
What is Financial Life Planning
Financial Life Planning is combining the quantitative nature of Financial Planning, with the qualitative nature of Life Planning. In life, it’s not about saving as much money as you can.
Money is meant to help you improve your quality of life, and Financial Life Planning is about helping you live your best lives possible, given the resource you have.
How Do I Know if Financial Life Planning Is Right for Me?
Ever wondered in the still of the night why are you saving up money while your friends are splurging on cars, alcohols, and holidays?
Or why someone who seem to work less than you, appear to have more disposable income?
Sometimes, it’s to do with proper management of life goals. Sometimes, it’s because they started saving prudently early.
If these questions keep you up, you NEED Financial Life Planning.
Do You Only Work With High Networth Individuals?
Just like investments, 5% return on a $1million portfolio will result in much more effect than a 10% return on a $100k portfolio.
Hence, one of the key goals is to get a person to have better clarity and progression in their life.
No matter, it’s never too young or too early to start understanding the concepts and finding someone who resonates with you.
Financial Life Planning is for everybody. That is, everybody that wants to have the better things in life.
Do You Offer Fee Based Consulting?
Fee based work is a controversial topic. On one hand, you could have paid someone tens of thousands to attend a course, or much more for them to handhold you and teach you.
But this doesn’t guarantee results, and the net effect is that it might result in wastage.
I only get paid if you take up my proposed solutions.
I want to build a long term relationship with you, and this starts from the first step.
Do You Provide Business Succession Plans?
For entrepreneurs and business owners, their work is their life.
When I work with a family that runs a business, understanding the work dynamics is very important is making sure everybody gains certainty in their future.
One of the most common causes of family disputes is usually financial in nature especially when distributing the rewards from a shared business.
Business succession plans are part and parcel of Financial Life Planning for these people. It is inevitable.
Companies & People I’ve Worked With
“Fergus did magic with my portfolio!”
Fergus brings a unique angle to financial planning due to his diverse experience in business strategy and his dealings in stock broking, banking, and consulting.
Definitely great insights!
Very fascinating use of the various tools in order to structure a plan that fits my needs exactly!
I never knew that’s how Financial Life Planning is like…