SUZANNE TAN
Financial Services Associate Director
Suzanne’s continuous pursuit of personal and career growth propelled her to explore new avenues, ultimately leading her to her current role as Financial Services Associate Director at Wespire Wealth Group
Suzanne’s journey into the financial services industry began with a transformative shift from her initial career in Business Marketing. Graduating with a Bachelor's degree from NUS Business School, Suzanne started as a Marketing Executive at a local SME. Despite her passion for marketing, she quickly realized that the corporate rat race wasn't her ideal path. Just eleven months into her first job, a meeting with her mentor opened the door to a new career in financial advisory, a decision that has defined her professional life ever since.
Suzanne thrives on dynamic interactions with diverse clients in her financial advisory role. This career constantly pushes her out of her comfort zone, strengthening her character and honing her skills to confidently manage various financial situations for her valued clients. Over the years, she has amassed a wealth of financial and investment knowledge, further enriching her advisory expertise.
Currently with 17 years of dedicated experience in this industry, Suzanne is passionate about guiding individuals and families towards optimizing their financial well-being. Her approach is deeply rooted in building lasting relationships with clients from all walks of life, many of whom have become trusted friends. Suzanne believes in truly understanding her clients' situations before making any recommendations, ensuring a sustainable career and enduring relationships with her esteemed clients.
Suzanne takes pride in crafting unique wealth management strategies tailored to each client's specific needs and aspirations. By focusing on their individual dreams and life goals, she empowers them to navigate their financial journey with confidence.
Together with her clients, Suzanne embarks on a collaborative path to safeguard and enhance their financial well-being, ensuring a secure and prosperous future for their loved ones. She is committed to turning financial aspirations into reality and building a strong legacy that lasts for generations to come.
Today, Suzanne fulfils this purpose not just on her own but also together with an esteem team of passionate Financial Services Consultant at Wespire Wealth Group.