Jack Tan

Financial Adviser
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Jack brings a human connection to his work in a world dominated by numbers and statistics. Where some advisers might get lost in the numbers, charts, and graphs, Jack believes there is a human story behind every financial decision–every client is unique, with individual aspirations, dreams, and concerns.

His passion and empathy for the people he serves is as important as his experience and expertise in the finance and insurance industry, earning him a reputation as somebody who listens, understands and tailors his advice according to each person’s unique life journey.

Understanding that everyone’s financial path is distinct, Jack invests time in getting to know his client’s goals and specific circumstances to offer informed, valuable advice backed with up-to-date knowledge of the latest trends and shifts in the financial sector. In particular, he aims to ensure that his clients receive the most current and relevant advice for their situations.

Supporting clients such as first home buyers, new parents, and individuals who heavily rely on their income, Jack is passionate about making sure that people are protected when things go wrong, mainly when the person is unable to generate an income through illness or similar, by offering expert advice on life and medical insurance, trauma, income protection, mortgage repayments and income protection.

Jack enjoys more peaceful leisure activities in his spare time, like fishing, nature walks, chess and quality time with family and friends. Having grown up in New Zealand, Jack can speak Mandarin and Cantonese.

What drives him? “Knowing people can trust me when they need me most.”

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A disclosure statement is available on request, free of charge.