Terance Tan

Consultant | Avallis Financial

About Me

I am an independent financial advisor specialising in retirement and financial planning for individuals, families, and business owners.

I help clients build clear, practical plans to support their long-term goals — whether it is structuring sustainable retirement income, protecting their families, or putting in place company insurance solutions that safeguard their people and business continuity.

Being independent allows me to provide objective, insurer-agnostic advice, ensuring that every recommendation is made with my clients’ best interests in mind.

My work has been recognised at an industry level (MDRT/COT), which I see as a reflection of the trust my clients place in me and the consistency of my approach.

Prior to this, I served as an officer in the Republic of Singapore Air Force, where I developed a strong foundation in discipline, risk management, and planning. I also hold a Private Pilot License, which further reinforced these principles.

MAS Rep: TTT300657094

Professional Languages: English | Mandarin | Hokkien

Get In Touch

My Accolades

  • MDRT

    MDRT Qualifying Member

  • Court of the Table

    COT Achiever

My Professional Services

  • Insurance Planning

    We match cover to your real obligations and review it as they change, so your family and your assets stay protected wherever you are based.

  • Investment Planning

    We build evidence-led portfolios around your goals and life purpose. Managed from Singapore with the reach to handle wealth across borders.

  • Legacy & Estate Planning

    We help families pass on wealth across generations, including complex situations and assets held in more than one country.

  • Private Client Services

    We offer discreet, selective advice for clients with international assets and decisions where privacy and precision matter.

  • Corporate Solutions

    We help companies manage enterprise risk and employee benefits, from Singapore operations to teams working across the region and beyond.

Speak with me directly

Tell me what you are working towards, and I’ll take it from there.

Whether you have a question about your existing investments, want a second opinion on a policy, or are ready to start planning for your future, a short note is enough to start.