Ngim Tai Zhi — AIAFA Financial Services Consultant
Authorised Representative of AIA Financial Advisers Pte Ltd (Reg. No 201715016G)
Ngim Tai Zhi — AIAFA Financial Services Consultant
Authorised Representative of AIA Financial Advisers Pte Ltd (Reg. No 201715016G)
Secure and Multiply Your Wealth
Secure and Multiply Your Wealth
Secure and Multiply Your Wealth
Curated and Personalised Solutions for your Financial Goals
Curated and Personalised Solutions for your Financial Goals
Curated and Personalised Solutions for your Financial Goals
100+
Happy Clients
4+
Golden Years of Experience
12
Team Members
Financial Consultant.
Estate Planning Professional.
Financial Consultant.
Financial Consultant.
Estate Planning Professional.
Financial Consultant.
Tai Zhi (ChFC®/S, IBF Advanced) is Your Trusted Financial Consultant for Retirement, Investment, and Risk Management.
Experience peace of mind through comprehensive planning, asset allocation, and top-class servicing.
Navigate your path to financial freedom 5-10 years earlier with tailor-made portfolios.
Schedule your consultation now.
Tai Zhi is also the recipient of various awards, including
Million Dollar Round Table (MDRT)
AIA Prestige Titanium Club
Experience
Areas of Expertise
Personal
Personal
Financial Health Review
Insurance
Investment and Savings
Retirement
Estate
Mortgage
Corporate
Financial Health Review
Insurance
Investment and Savings
Retirement
Estate
Mortgage
Corporate
Where we can help
Product Offerings
Personal
Employee
Commercial
Personal
Financial Health Review
Insurance
Investment and Savings
Retirement
Estate
Mortgage
Employees
Financial Health Review
Insurance
Investment and Savings
Retirement
Estate
Mortgage
Personal
Financial Health Review
Insurance
Investment and Savings
Retirement
Estate
Mortgage
Why Plan with Tai Zhi?
Navigate with Peace of Mind
The world of financial advice can be overwhelming. The sheer volume of information and options can lead to confusion and uncertainty.
Tai Zhi’s experience and deep knowledge in varying customers’ profiles delivers unique, tailored plans to you. Experience peace of mind with Tai Zhi.
Goal Setting
Discover your financial plans and map the stars to get there.
Goal Setting
Discover your financial plans and map the stars to get there.
Customised Roadmap
Your journey, your rules. Tai Zhi tailors a path towards your financial ambitions.
Customised Roadmap
Your journey, your rules. Tai Zhi tailors a path towards your financial ambitions.
Financial Planning
Your personal blueprint that secures and grows your wealth.
Financial Planning
Your personal blueprint that secures and grows your wealth.
Client Testimonials
Join 100+ Satisfied Customers
Xue Qi and Wei Ren
Engineer and Software Engineer
5
Tai Zhi has been a great friend and advisor to us. As a freshly graduated couple, we were unsure of what to do with our income. He sat down with us to not just plan, but also to understand our habits, needs and wants.
Tai Zhi also took time to explain to us the different investments and insurances thoroughly suited to our life and is always available to answer our queries.
Kai Yang
Software Engineer
5
Tai Zhi has proven to be a highly reliable advisor thus far. Really appreciate his eagerness to provide up-to-date information on financial markets, and the best deals out there! (i.e. great credit cards for miles).
He is very knowledgeable in his field and is always able to give a comprehensive comparison of the various plans out there and how each of them matches up with my goals.
Cyrus and Merjorie
Software Engineer and Product Manager
5
The past 5 years with Tai Zhi has been professional and delightful. He possesses a great understanding of personal finance and his ability to be analytical yet able to translate complex financial concepts into clear, actionable advice has been invaluable to me. He understands my goals, risk tolerance and preferences, tailoring a comprehensive financial plan that aligns perfectly with our needs.
Tai Zhi also consistently keeps us informed about new developments concerning our portfolio to ensure it is well balanced and prudent, and would regularly offer proactive advice on new developments. He remains easily reachable and approachable all these years!
Chester
Software Engineer
5
Working with Tai Zhi over the past couple of years has not only brought significant tranquility to my financial life but also added a layer of trust and reliability that is hard to find. His profound expertise in financial planning and investment is evident, yet what strikes me most is his humility and honesty when faced with uncertainties, and always ensuring to seek out answers diligently.
I experience peace of mind knowing that my finances are in his capable hands, is invaluable and allows me to focus on other aspects of life without any underlying worry about!
Xue Qi and Wei Ren
Engineer and Software Engineer
5
Tai Zhi has been a great friend and advisor to us. As a freshly graduated couple, we were unsure of what to do with our income. He sat down with us to not just plan, but also to understand our habits, needs and wants.
Tai Zhi also took time to explain to us the different investments and insurances thoroughly suited to our life and is always available to answer our queries.
Kai Yang
Software Engineer
5
Tai Zhi has proven to be a highly reliable advisor thus far. Really appreciate his eagerness to provide up-to-date information on financial markets, and the best deals out there! (i.e. great credit cards for miles).
He is very knowledgeable in his field and is always able to give a comprehensive comparison of the various plans out there and how each of them matches up with my goals.
Cyrus and Merjorie
Software Engineer and Product Manager
5
The past 5 years with Tai Zhi has been professional and delightful. He possesses a great understanding of personal finance and his ability to be analytical yet able to translate complex financial concepts into clear, actionable advice has been invaluable to me. He understands my goals, risk tolerance and preferences, tailoring a comprehensive financial plan that aligns perfectly with our needs.
Tai Zhi also consistently keeps us informed about new developments concerning our portfolio to ensure it is well balanced and prudent, and would regularly offer proactive advice on new developments. He remains easily reachable and approachable all these years!
Chester
Software Engineer
5
Working with Tai Zhi over the past couple of years has not only brought significant tranquility to my financial life but also added a layer of trust and reliability that is hard to find. His profound expertise in financial planning and investment is evident, yet what strikes me most is his humility and honesty when faced with uncertainties, and always ensuring to seek out answers diligently.
I experience peace of mind knowing that my finances are in his capable hands, is invaluable and allows me to focus on other aspects of life without any underlying worry about!
Financial Disclaimer: It should be noted that results, earnings and income claims made by Ngim Tai Zhi (MAS REP NO. NTZ300093279) and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success.
Copyright © 2023 Ngim Tai Zhi – All Rights Reserved – Designed By 01 digital.
Financial Disclaimer: It should be noted that results, earnings and income claims made by Ngim Tai Zhi (MAS REP NO. NTZ300093279) and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success.
Copyright © 2023 Ngim Tai Zhi – All Rights Reserved – Designed By 01 digital.