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Sheela Tay2024-01-30T15:40:18+08:00

GEN FINANCIAL ADVISORY

“Financial planning stems from personal accountability – love for the family and not being a burden to the loved ones.”

SHEELA TAY

Executive Financial Services Consultant

RNF No. TSL200165677
B.Bus (Actuarial Science), ChFC, AFC

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Something About Me…

I entered the financial services industry in 2007 after graduating with a degree in actuarial science.

Positioning my clients for life’s uncertainties against dying too soon, falling seriously ill along the way and accidentally living too long, is what makes the work interesting and fulfilling. Being an adviser allows me to touch lives where it matters most. =)

I Specialize In…

Protecting families through:

1) Personal risk management
2) Retirement planning
3) Dependent planning

Financial planning stems from personal accountability – love for the family and not being a burden to the loved ones. It should start with an individual and eventually extend to family members i.e. spouse, parents and children because “no man is an island” in a family.

Fears and financial difficulties often arise when there is a loss of health and someone in the family happens to fall sick (without a plan). That’s what prompted me to specialize in family planning i.e having a discussion on spouse, parents and kids planning beyond personal planning — because planning should be done in totality and not only on an personal level.

What I Like Most About Being A Financial Planner Is…

Making a difference to people’s lives because of the work that I do.

Whether it is budgeting for a house so that they don’t over-commit, planning for old age so that they can live in dignity, forming a savings habit or having the choice of care and peace of mind when they fall seriously ill, I like to think that I have made some positive difference and I’m thankful that financial planning gave me the opportunity to do so.

If I Can Only Give One Piece Of Financial Advice, It Is…

Start by living within your means. This helps to build character and personal habits, which is the basis of financial planning.

Testimonials

“I got to know Sheela from 2019 after reading her article on retirement planning and got interested in knowing more. She is willing to put the needs of her client as first priority.

She is willing to put in time and effort to understand their needs and offer the best products through her deep products knowledge. Her customer service is tip-top where she will always follow up with claims or enquiries at the fastest response time.”

Teng Tian Ching

“Appreciate the sharing and guidance from Siew Ling, not only aim to help me identify my financial needs, but also facilitates me to understand my financial situation and my financial practices, and guide me how can I improve it better. This helps me to raise great awareness of my financial needs and direction, which I was a having very minimal self awareness towards my financial situation.

Thanks Siew Ling, for being who you are, passionate in helping people in enhancing our quality of life in the long run.”

Shin Yun

“Appreciate the yearly financial review done by my planner! Like that she gives a comprehensive review and explanation, and shares very candidly on her opinions on how well we have done / how we can improve, the financial approach we should be taking etc. Always a great time talking and catching up too :)”

Gladys Loi

“Sheela has been very patient and clear whenever she explains my different policies to me especially when I’m not savvy at all. Her planning is thorough and she advices with a good heart. I feel safe and taken care of with such a responsible planner.”

Mok Siu Mei

“Sheela is a very dedicated and committed agent. Really thankful for her.”

Mingyao

“Sheela remembers every detail discussed and is knowledgeable about the policies. She is a good planner who can be trusted.”

Siang Meng

“She is a good and wise planner. Good listener. Will give advice when in doubt. Quick response and reply. I am lucky to have her as my planner. Thank you Sheela!”

Alice Kua

“Sheela is a great listener and she caters to our family needs and helps us save for the future. Thank you for your continuous care for our policies and we highly recommend her service to all.”

Marlin

“We have been with Sheela for many years. She is very helpful and knowledgeable.”

Jason Ho

“Really appreciate Sheela’s astute financial advice over the years, which is always practical and easy to understand.”

Tan Long

“Thanks for being passionate in bringing positive influences that leads to positive quality of life in clients.”

Shin Yun

“Siew Ling is a sincere friend who thinks the best of us and for us.”

Phua Yong Bin
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