Jason's specialism01Corporate financial planning
Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
All team members
REP NO. TCS100040284
REP NO. TCS100040284Leadership · Affinity Group
JasonTan
Executive Wealth Manager
Business InsuranceEmployee BenefitsKeyman
2Keyman Insurance cases closed
1stEmployee Benefits case after repositioning
20+Years of advisory experience since 2002
Jason has been guiding individuals and business owners since 2002, bringing more than two decades of experience and the CFP®, ChFC® and AEPP® designations to every engagement — with MDRT qualifications in 2007, 2008 and again in 2025. An Executive Wealth Manager with a growing focus on Business Insurance, he advises on employee benefits, keyman protection, buy-sell agreements and golden-handcuff programmes that keep companies resilient and their key people committed. Beyond the meeting room, Jason is a dedicated adult educator and trainer who champions financial literacy at home and abroad — a rare blend of practitioner and teacher that clients describe as reliable, professional and always timely.
Official Infinity FA adviser profile“Impacting life through education, training and sound financial management.”
In Jason's words
WA +65 8957 2315jason.tan@infinityfa.com.sg
Credentials & recognition
Two decades of proof.
Jason's designations and industry honours — every one of them earned since starting in 2002.
Million Dollar Round Table
3 qualifications · 2007–20252007MDRT
2008MDRT
2025MDRT
3× MDRT
Professional designations & qualifications
- 2008Chartered Financial Consultant®ChFC®Designation · Singapore College of Insurance
- 2008Associate Estate Planning PractitionerAEPP®Designation · Estate Planning Practitioners Ltd (EPPL)
- 2006Certified Financial Planner™CFP®Designation · Financial Planning Association of Singapore
In Jason's words
Impacting lifeThrough adult education · training · financial management
I am deeply committed to fostering financial literacy through local and international engagements. I welcome the opportunity to assist you on your journey toward financial security and prosperity. Please feel free to reach out, and let's explore how I can help you achieve your goals with care and professionalism.
How Jason works · since 2002
With over two decades of experience since 2002, Jason specialises in tailoring a range of financial services to meet diverse needs. From risk management to retirement structuring, his aim is to provide comprehensive solutions that secure and grow wealth with integrity.
He extends his expertise to corporate solutions, offering guidance on employee programmes, keyman insurance, buy-sell agreements and golden handcuff programmes.
Areas of advice
Employee Benefits SchemeKeyman Insurance PlanningRetirement PlanningRisk ManagementInvestment Planning
What clients are saying
In their own words.
Client testimonials shared on Jason's official Infinity Financial Advisory profile.
Jason is reliable and has a wealth of experience. He is able to dish out timely financial advice or trends to support me in my planning and decision-making.
Joanne TanSenior Deputy Director, Statutory Board
Jason has been able to provide professional and sound advice based on the evolving financial needs of me and my family for years.
Steven YongFinancial Controller, Large SME
Wonderful financial planner and dedicated trainer.
Sean YaoBanker, Local Bank
On stage
Jason at our events.
4 events where Jason spoke, hosted or shared — watch the highlights right here.
See every event highlight, by theme, on the events page.
How we can help
Conversations Jason can guide you through.
Jason specialises in insurance advisory, corporate financial planning and business valuation, and is backed by specialist pathways across the branch for everything else.
Jason's specialism01
Jason's specialism02Business valuation
Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers.
Jason's specialism03Cash flow management
Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway.
Jason's specialism04Debt management
Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners.
Jason's specialism05Employee benefits planning
Group hospitalisation, term life, outpatient and dental plans that help you attract and keep good people at a cost that makes sense.
Jason's specialism06Risk management & business insurance
Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations.
Jason's specialism07Succession planning
Preparing the next generation or the next owner, so the business, its people and its value outlast any one person.
More of the team
