IBFA
Financial Services Manager
My Personal Story
Like many people out there, I used to not have a positive impression of financial advisors.
If an advisor were to approach me on the streets or via cold-calling, my mind would naturally label them as hungry salespeople who are out to earn my money.
If a friend were to join the industry, I would not want to be closely associated with him or her.
However, all these attitudes took a 180 degree turn when I experienced a series of events recently…
2018 has been a tough year for my dad as he fell seriously ill.
Despite suffering from his poor health, he refused to seek medical attention in a private hospital with a shorter waiting time due to its costlier bills.
After waiting for months to undergo various medical examinations at a public hospital, the results were finally out…
My dad was diagnosed as having severely clogged arteries, and the specialist advised that he had to undergo surgical procedures at the earliest possible time.
Otherwise, his condition could be worsened and he would have to live with further health issues and complications.
However, as my dad was someone who always puts his family’s interests above his own, he decided against undergoing the surgery.
He had the impression that the high cost of the surgical procedure would have to be borne by himself, and that would cause a huge strain on the family’s finances.
Not knowing what to do next, I turned to my financial advisor from Odyssey, Leonard, and sought his help and advice.
Leonard suggested that we take a closer look at my dad’s insurance portfolio to properly ascertain if he did, in fact, have proper medical insurances.
As reviewing his insurance portfolio with Leonard, we concluded that he does have proper medical coverage and that the cost of the surgery could be fully covered by the policy.
After being informed that his medical bills will be fully covered, my dad proceeded with the surgery promptly.
If it wasn’t for the medical insurance, he wouldn’t be recovering well within such a short period of time.
After this incident, I realised the importance of insurance plans and how it can protect people comprehensively from the major risks that they might face in their lives.
That’s how I decided to approach Leonard and asked him more about the industry.
After understanding deeper about how having proper financial planning can value-add to and help people, I made the decision to make a career switch and joined Odyssey.
I look forward to guide you in embarking on your financial planning journey together!
Testimonials
Read More About What Others Have To Say About Grace
”Sincere and honest, I can really trust Grace as a friend and advisor. She goes the extra mile and patiently answers any doubt and/or questions you have. Really recommend Grace as her brilliant attitude is wholehearted and she means the best for you - she always recommends policies that best suits you and not because she benefits from it. You can really tell her apart from other agents who just want to sell you a policy. A great choice for first-time insurance buyers!
Chua Xinni
”Grace Tan is a knowledgable and professional FC. She does not rush me and will understand my goals and needs, before making any recommendations. She always handles my queries patiently and promptly. I will highly recommend you to approach her!
Jasmine SawEvent Executive
”After having several bad experiences from agents of different companies who are simply sales and commission focused, I can attest that Grace is someone who guides herself with firm principles. She is extremely knowledgeable and clear with her explanations and will not recommend me policies that does not suit my needs. Am glad to have her as my friend and financial consultant!
Kang Ee Ling
”Grace is a very nice FSC! She is good! She is not pushy. She was very clear and concise when explaining the policies and she made sure that I understood the policies before getting them. She gives me unbiased advice that has enabled me to place my trust in her when it comes to my financial planning.
Valerie TanCabin Crew
Grace Thedores Tan
IBF
Financial Services Manager
My Personal Story
Like many people out there, I used to not have a positive impression of financial advisors.
If an advisor were to approach me on the streets or via cold-calling, my mind would naturally label them as hungry salespeople who are out to earn my money.
If a friend were to join the industry, I would not want to be closely associated with him or her.
However, all these attitudes took a 180 degree turn when I experienced a series of events recently…
2018 has been a tough year for my dad as he fell seriously ill.
Despite suffering from his poor health, he refused to seek medical attention in a private hospital with a shorter waiting time due to its costlier bills.
After waiting for months to undergo various medical examinations at a public hospital, the results were finally out…
My dad was diagnosed as having severely clogged arteries, and the specialist advised that he had to undergo surgical procedures at the earliest possible time.
Otherwise, his condition could be worsened and he would have to live with further health issues and complications.
However, as my dad was someone who always puts his family’s interests above his own, he decided against undergoing the surgery.
He had the impression that the high cost of the surgical procedure would have to be borne by himself, and that would cause a huge strain on the family’s finances.
Not knowing what to do next, I turned to my financial advisor from Odyssey, Leonard, and sought his help and advice.
Leonard suggested that we take a closer look at my dad’s insurance portfolio to properly ascertain if he did, in fact, have proper medical insurances.
As reviewing his insurance portfolio with Leonard, we concluded that he does have proper medical coverage and that the cost of the surgery could be fully covered by the policy.
After being informed that his medical bills will be fully covered, my dad proceeded with the surgery promptly.
If it wasn’t for the medical insurance, he wouldn’t be recovering well within such a short period of time.
After this incident, I realised the importance of insurance plans and how it can protect people comprehensively from the major risks that they might face in their lives.
That’s how I decided to approach Leonard and asked him more about the industry.
After understanding deeper about how having proper financial planning can value-add to and help people, I made the decision to make a career switch and joined Odyssey.
I look forward to guide you in embarking on your financial planning journey together!
Testimonials
Read More About What Others Have To Say About Grace
”Sincere and honest, I can really trust Grace as a friend and advisor. She goes the extra mile and patiently answers any doubt and/or questions you have. Really recommend Grace as her brilliant attitude is wholehearted and she means the best for you - she always recommends policies that best suits you and not because she benefits from it. You can really tell her apart from other agents who just want to sell you a policy. A great choice for first-time insurance buyers!
Chua Xinni
”Grace Tan is a knowledgable and professional FC. She does not rush me and will understand my goals and needs, before making any recommendations. She always handles my queries patiently and promptly. I will highly recommend you to approach her!
Jasmine SawEvent Executive
”After having several bad experiences from agents of different companies who are simply sales and commission focused, I can attest that Grace is someone who guides herself with firm principles. She is extremely knowledgeable and clear with her explanations and will not recommend me policies that does not suit my needs. Am glad to have her as my friend and financial consultant!
Kang Ee Ling
”Grace is a very nice FSC! She is good! She is not pushy. She was very clear and concise when explaining the policies and she made sure that I understood the policies before getting them. She gives me unbiased advice that has enabled me to place my trust in her when it comes to my financial planning.
Valerie TanCabin Crew
”I would like to commend Grace. She has been very patient with me and prompt in answering my queries. There is no hard selling at all. She makes recommendations based on what I am looking for. She does not push me to buy when I still have doubts. I like that she goes to the extra mile to help me as well.
Eileen Koh
”Grace as my financial advisor has been really helpful. Me being new to the insurance world, she recommended plans that best suited me and even took the extra step to explain other plans when i just wanted to know more about out of curiosity. That enthusiasm and patience led me to recommend her to my friends and family. Likewise, they all had positive experience meeting her and her honesty gave us the confidence to entrust our money to her. Thank you!
Pamela Wong
”I am grateful to Grace for introducing to me a plan that caters to my future needs. Grace is a trustworthy financial consultant that is punctilious in providing a plan which suits my financial status. Along with her friendly and approachable personaility, she is extremely detailed and meticulous in her explanation without leaving me any doubts. I would highly recommend Grace to anyone seeking for financial advice! 🙂
Lim Jun Hong
”IFC Grace Thedores Tan is very professional and passionate about her work. I feel reassured leaving my policy in her care after seeing how dedicated and committed she is in her job as a Financial Consultant.
Royston Lim
