Financial soundness begins with a chat.
Protection, retirement, legacy and long-term guidance.
MDRT since 2012
14+ Years guiding families and professionals
ABOUT CRYSTIN
More Than Financial Advice - A Partnership for Life
Financial planning isn't simply about products or numbers - it's about helping people build security, clarity, and confidence for the future.
Since 2010, Crystin has focused on shielding, preserving, and multiplying wealth while helping clients plan thoughtful retirement exits and legacy strategies. Her approach is calm, educational, and tailored to each person's existing portfolio, priorities, and comfort with risk.
SERVICES
Financial Planning Designed Around Your Life Goals
Protection, wealth and legacy planning shaped around the people and priorities that matter most.
Insurance Planning
Protect the people and lifestyle you value most.
Retirement Planning
Build financial confidence for the years ahead.
Wealth Accumulation
Grow your assets strategically and sustainably.
Legacy Planning
Create a lasting financial legacy for future generations
Estate Planning
Ensure your wishes are protected and clearly structured.
Mortgage Advisory
Make property financing decisions with clarity.
Tax Optimisation
Structure finances efficiently for long-term wealth preservation.
Investment Portfolio Review
Evaluate opportunities, risks and portfolio alignment.
PROCESS
How We Work Together
A clear, thoughtful advisory journey that begins with understanding before recommendations.
2
Financial Review
Reviewing current policies, finances, and gaps.
3
Strategy Planning
Create tailored recomendations aligned to life goals.
4
Portfolio Optimisation
Implementing and refining financial strategies.
5
Ongoing Reviews & Support
Continuous guidance as life and priorities evolve.
Trusted By Families & Professionals Across Singapore
James Tan
Banker
Professional in advising client
AIA insurance coverage offers the best coverage in my opinion because it is worth every cents of the premium. I was admitted to A&E for kidney stones recently and had to undergo two operations. AIA was professional in settling my claims. Crystin's service is the icing on the cake as her team helped with my claims seamlessly. This is the reason why I choose AIA for my insurance protection.
Karen Faith Koh
AIA MDRT Chief Ambassador
Someone genuinely who care for her clients
Knowing Crystin as a colleague and friend for more than 10 years. I must say that her passion and professionalism is top notch! She genuinely care for her clients and always placed their interest in front of hers. Her going extra miles for her clients is something so precious too! She is such a gem! If I am not an advisor? She will be my consultant! Great job Crystin!
Jenny Tan
System Analyst
Helpful and wonderful service
I'm really grateful to Crystin for her wonderful service and advice for me and my mum. As someone who is not very well-versed in insurance policies, she was able to provide clear and simple explanation to all my queries. She has also been very helpful and reliable during recent times in need too.
Once again, thank you Crystin for your help and support. I really appreciate what you have done for me and my mum 🙂
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Were You Helped by Crystin?
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