Meet Our Team

Our Team

Tan Jingli

Financial Services Consultant

Hi, I'm Jingli

I’m a UX Designer with 7 years of experience working across different industries, helping teams simplify complex problems and create experiences that feel clear, intuitive, and trustworthy. I made the decision to move into financial consulting because I wanted to apply that same human-centered mindset to work that has a direct impact on people’s lives. Financial decisions can feel overwhelming, and I’m motivated by the opportunity to help clients feel supported, informed, and confident as they plan for the future.

I chose to join Wespire because its client-first, long-term approach aligns with how I work: building trust through clarity, structure, and consistent support. I was drawn to the emphasis on guidance that’s practical and personalised—not just products or transactions—so clients feel empowered to make decisions they truly understand.

In my role as a Financial Consultant at Wespire, I bring a structured and empathetic approach to every conversation. My UX background trained me to listen deeply, ask thoughtful questions, and uncover what truly matters to each person—needs, concerns, and priorities that aren’t always obvious at first. I focus on making information easy to understand, breaking down complex topics into clear options and practical next steps, so clients can make decisions with clarity rather than stress.

What clients can expect from me is transparency, patience, and a process that feels organised and collaborative. I value building strong relationships and creating a safe space for questions—because trust is built through honest communication and consistent follow-through. Ultimately, my goal is to help clients gain confidence in their financial choices by giving them clarity, structure, and ongoing support throughout their journey.