High networth Consultant at Summit Planners Pte Ltd
Isabelle Tan started off as a Mortgage Banker in 2011 and, through her competency, she quickly climbed her way to become a private banker in a short timespan of 5 years.
As a private banker, she managed a portfolio for High networth individuals of more than 180m in Assets Under Management.
She believes that having been through the financial markets, she has the acumen to provide holistic solutions for new and seasoned individuals to navigate through the volatile financial markets. An avid investor herself, she believes in being a good steward of the monies we have and hopes to help people to realise their dreams of retiring earlier and better. She is now a High Networth Consultant and she is passionate about helping people and especially children with special needs and hopes for a more inclusive society.