CO WEALTH ADVISORY
Tiffany Tew
CREDENTIALS
MDRT 2023 | MDRT 2024 | AIA Personal Wealth Manager
Distinction Honours Bachelor in Economics (NTU)
(IBF Qualified) Private Banking & Wealth Management
ABOUT ME
I believe that a successful life requires the balance between Health, Wealth and Life. The journey to your financial success requires the joint effort of you and I.
I specialize in creating a smooth sailing financial journey through the planning of four phases - Wealth Creation, Wealth Accumulation, Passive Income Generation and Legacy Planning and to be the guardian of 10,000 Families & Dreams
You deserve to enjoy the fruits of your labor. Let me help you plan your well-deserved financial goals. I promise your comfort and interest is of my highest priority.
TESTIMONIALS
Proven Reliable and Helpful
I’ve known Tiffany since 2008 and she’s proven to be a reliable and helpful friend. She has helped me with my financial planning to ensure that my wealth is well protected and has been consistently updating me with the latest. I've seen her go the extra mile to prepare a personalised portfolio that suit her clients needs. I have no worries about the economy because I have her to provide advices to tackle all situations. She's also constantly looking out for her clients well being as she value the relationship she has. With her pleasant demeanor, I'm sure she would be someone whom you can easily talk to discuss your future financial planning. Please do make some time to meet her as I believe you will benefit from it (:
Afikah (Finance Executive Officer)
Professional and Knowledgeable
I really thank Ying Sian (Tiffany) for her advice on financial planning since I'm not a planner kind of person myself. She really shares her knowledge selflessly and I feel like I was talking to a friend who has professional knowledge rather than a typical financial consultant. I really learned a lot from her! (bonus: she is really easy to talk to + chio 😉)
Jia Min (IT Developer)
Resourceful and Smart Advisor
Tiffany is my good friend who is helping me with my financial planning. She's a trusted friend of mine as she is very reliable and is very good at what she is doing. I find myself often turn to her for advices when it comes to planning of my finances. She is a hard working individual who would go the extra miles for her friends and client yet at the same time being professional. She's a blessing to me and I believe she will be a blessing to you as well! So do not hesitate to meet her, you wont regret! ❤️
Agnes (Social Work Executive)
A Great Comfort
Prash (Process Integration Engineer at Micron Technology)
Does Her Best
Ivan (Compliance Officer)
Reliable and Trustworthy
I was really lucky to have Tiffany guiding me through in financial planning. I started knowing nothing and with very little knowledge on insurances, and Tiffany has been a really reliable consultant that I can place my trust on.
Albert (H3SE Executive at TotalEnergies)
Excellent and Patient
I would like to thank Tiffany for her excellent financial advices all these while and always being very patient in finding the policies that best suit my financial situation and goals. She always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.
She also keeps in regular contact with me to provide ongoing advices. It is assuring to know that Tiffany is always just a text away whenever I’ve any financial clarifications or need help!
Joy (Deloitte Executive Officer)
Dedicated and Genuine
Tiff is a very dedicated and patient agent. She would often go the extra mile to help me better understand my financial needs, be it coming up with detailed analysis or relatable examples/scenarios for greater clarity. She also assesses my priorities carefully and provides genuine recommendations without being pushy. Grateful to have someone like her taking care of my financial portfolio! 🙂
Amanda (FairPrice Group Account Manager)
Clear and Dedicated
I met Tiffany back in 2017 through a temporary administrative job and she has always been a reliable older sister that I look up to! Upon my uni graduation in 2021, I approached her for advices in investment and she was very willing to share with me these knowledge despite me being completely clueless! She also briefly mentioned to me about getting insurance coverage and was really nice when I told her I wasn’t really keen on it as I assumed my company’s insurance coverage is good enough (hearsay from colleagues). Moving to 2022 when I found out my company’s insurance coverage wasn’t really sufficient (especially with private hospitalization) coupled with the possibility of switching jobs (will have coverage exclusions with pre-existing conditions before joining the new company), I approached Tiffany to find out more about getting personal insurance coverage and she prepared a super clear and informative slide deck for easy understanding! I’ve also personally spoke to several agents from other companies and even from her current company, but the comprehensive planning she did for me is something that hands-down the other agents would applaud for! Tiffany is always very responsive to my queries and clearing up the confusions I have (I was really super confused and stressed out with all the different possible ideas on planning for my coverage and she was there all along to guide me - I called her like 4-5 times to clarify okay) and this is really how dedicated she is towards her role which made me feel really reassured to have her as my agent!
Li Xuan (Waters Corporation Research Officer)
Professional and Helpful
Ying Sian (Tiffany) is a friend of mine who subsequently became my financial advisor as well. She attends to me professionally as a client despite the fact that we are friends, and gives suggestions based on her understanding of my needs. She has been helpful in answering my questions and uncertainties, and is willing to meet up simply to better explain things to me. If you are uncertain about how to approach insurance or investment plans, I encourage you to meet up with her so that she will be able to explain to you how these plans work, as well as discuss with you what is best for you by understanding your needs.
Janine (Merchandiser)
Great Foresight
I’m thankful that I have Tiffany as my financial consultant because with her advice and support I’m able to manage and plan for my future expenses and be prepared for what life may throw at me, if you need any assistance regarding this I will highly recommend you to meet her because she’ll support you as much as she can and you’ll definitely be pleased.
Bengyann (Army Regular)
Genuine and Trustworthy
Tiffany is one of the many consultant that I met who is really genuine and whom you can really trust!! Even though she is my FA, she still attends to me professionally when we are talking about the policies or if I have any questions, she will patiently answer them in details and no matter how many times I forget or dont really understand, she would still patiently explain it to me:) She is more towards a trustable friend rather than a FA for me! Bonus* She can really be a good listening ear and provide good advice as a 大姐 to me hahahaa
Joseph (NUS Business Undergraduate)
专业又有耐心的财务顾问
Tiffany 是我的表姐,而我本身来自马来西亚在新加坡工作。表姐她是一位专业又有耐心的财务顾问和保险人。经过表姐的介绍,我找到了一个能够让自己不乱花钱又能存钱的方法。而我再也不需要为未来没钱而烦恼。表姐也会一一为我分析我的财务状况,让我在没有经济压力的方法下也能存钱和做保险。她是一个充满爱心和值得信赖的人。让她做我的理财规划我就放心了。
静怡 Jing Yi (Preschool Teacher)
Empathetic Listener
Michelle Tan (MOE Teacher turned NIE Officer)
Well Versed Consultant
Stashaway Data Analyst
Detailed Advisor
Engineer
Generous in Sharing
Medical Technologist at SGH
She Truly Cares
Jane (Accountant)