Marcus Tan - AIA FA Director - Rep No: TWH300116130
Authorised Representative of AIA Financial Advisers Pte Ltd (Reg. No 201715016G)
CLIENT TESTIMONIALS

Our Happy Clients

Marcus is one of my closest friends and has proven to be a reliable and trusted consultant. 

What stood out to me early on was his thoughtful approach and genuine commitment to understanding my financial objectives—not just in theory, but in alignment with my broader personal and professional priorities.

He is consistently proactive and highly responsive, always taking the time to follow up on inquiries and ensure I’m informed about any relevant developments or opportunities. 

I particularly value his consultative style—he never pushes products, but instead provides clear, well-reasoned recommendations that allow for confident decision-making which I greatly appreciate from the bottom of my heart! 

I look forward to seeing Marcus grow further in his career!

Julian
Working Professional
(Service: Comprehensive Risk Management)

Marcus is truly the Hermes of agents!! I actually got to know Marcus through a friend and I’m really glad I was introduced to him. From our very first meeting, I felt at ease. I was upfront about only wanting a basic hospital plan and he respected that completely. There was no hard selling at all, just honest and clear explanations to help me make the best decision for myself.

What stood out to me was how genuine he was. Marcus took the time to understand my needs and never pushed for anything beyond what was necessary. He made sure I was aware of the important details, and always kept my budget in mind, especially after I shared that my income wasn’t stable at that point of time. That level of consideration is something I really appreciate. This kind of honesty is super rare, especially in this industry. Haha! 

Even after the plan was settled, Marcus has continued to be incredibly helpful and responsive. I’ve reached out to him with other health related questions, and he’s always kind enough to offer thoughtful advice. I even asked him for his thoughts on investments (which had nothing to do with my hospital plan), and he was still so responsive and helpful. He had absolutely no obligation to advise me, but he did it anyway, and that really says a lot about the kind of person and agent he is. 

He also checks in from time to time just to see how I’m doing, and even sends thoughtful goodies on special occasions. It’s these personal touches that really set him apart.

After having a few less than ideal experiences with other agents, I can confidently say Marcus is someone I trust and feel genuinely cared for by. He truly goes the extra mile.

Bernice
Working Professional
(Service: Medical Insurance)

“Marcus has been my family financial consultant for the past 3 years. In the past, I have had few consultants when their only interest understandably is just to close a deal or sell a policy but post support has been disappointing. Marcus, however, has been different and has been very considerate and supportive.  He didn’t just sell a plan or policy but taking into account our needs and constraints. My family and I appreciate his care and concern which is also reason why I decided previously consolidate all policies by my family to him”

Mervyn
Retiree
(Service: Comprehensive Retirement Planning)

I’m a foreigner staying in Sg for nearly 2 decades. It’s very important to have investment for the future and accident insurance is really a must. I am lucky to have such a good friend and a dedicated consultant like Marcus. He has been very prompt with all the claims and provides updates if there are any enhancements going on with my policies. It’s also reassuring to know that he is highly responsive in assisting his clients promptly, especially during urgent medical situations.

Collaborating with a dedicated consultant like Marcus, who understands your needs and provides timely updates, is a significant asset. Thank you Marcus!

Ria
Working Professional
(Service: Family Planning)

I’ve known Marcus for about 10 years now and I can truly say he is genuine about the work he has done. The amount of effort he does to provide for both his customers and friends is well beyond that I’ve seen from others. I have no doubt that he will be one of the best people you will meet and highly recommended to use his services.

Snowden
Working Professional
(Service: Comprehensive Financial Planning)

Started engaging Marcus as my consultant when I was an undergrad with little to no knowledge of financial literacy. Through the past few years, he has been conscientious in providing help and updates when required. He has also shown dedication in making sure I am in the best possible situation considering my current financial position at each point of time. Lastly and most importantly he’s still a good friend that puts my best interest first.

Timothy
Working Professionals
(Service: Comprehensive Financial Planning)

Marcus has been more than just an insurance agent to us—he’s a friend we genuinely trust and feel comfortable turning to. From the start, he took the time to understand our goals as a couple and made sure we felt confident and informed every step of the way.

There was never any pressure—just honest conversations and clear explanations. He guided us through our investment plans and helped Phoebe with her health coverage, always with patience and care.

What we appreciate most is that Marcus is always there—not just when something needs to be signed, but even after, checking in and offering thoughtful advice. It never feels transactional, and that’s rare.

We’re really thankful for all he’s done and feel lucky to have him in our corner.

Hongchao & Phoebe
Working Professionals
(Service: Couple Planning)

I had the pleasure of working with Marcus as my financial consultant, and I couldn’t be more grateful for his support and guidance. He helped me set up both a hospitalisation plan and a whole life plan for my newborn daughter, and throughout the process, my wife and I thought he was outstanding.

Marcus is incredibly responsive, thorough, and knowledgeable. What stood out the most was how genuine he is. It was evident that he truly cares and only wants the best for my family and I. He took the time to understand what our objectives were and provided thoughtful, tailored solutions that gave us a peace of mind.

I wholeheartedly recommend Marcus to anyone looking for a trustworthy and dedicated financial consultant. He’s great and a genuine person.

Theodor
Lawyer
(Service: Children Planning)

I first approached Marcus in 2024 when I needed a review of my existing policies. From the first meeting he’s shown to be transparent and thorough, understanding my current needs and budget and offering options based on those. Throughout the whole process, he’s never been pushy, emphasizing that it’s more important to take my time to know what I want to make an informed decision at the right time. Even after signing policies from him, he’s continued to be helpful, checking in from time to time if all is well. I am thankful to have Marcus to advise me throughout this journey and am glad he’s come far!

Jonathan
Working Professional
(Service: Comprehensive Risk Planning)

Marcus has been an incredible financial consultant and a trusted partner in my financial journey. What truly sets him apart is his genuine care and the way he goes above and beyond for his clients. He not only guided me through important financial decisions but also took the time to support me with my Lasting Power of Attorney and Will Writing — something I hadn’t expected, but deeply appreciated. Marcus always offers thoughtful, honest advice, and I feel fully supported knowing he’s looking out for both my financial and personal well-being. I’m truly grateful to have him as my consultant.

Regina
Pre-Retiree
(Service: Family & Estate Planning)

Marcus is knowledgeable and has his clients’ interests at heart – providing us solutions that directly address our pain points. His dedication and personal touch have been a tremendous help to me and my family, ensuring that we’re financially protected and confident about the future.

Bryan Chiang
Working Professional
(Service: Comprehensive Risk Planning)

Marcus has been an indispensable financial consultant for my family over the last 6 years. From claims, to consultancy, and most importantly a cherished family friend, Marcus has outperformed our expectations in many ways. 

One of the most notable episodes was when both my dad and I had back injuries, and needed to be admitted to A&E. Marcus was swift in the arrangement from the start till the end, from selection of AIA panel doctors all the way till discharge. 

His remarkable service left us worry free, which impressed upon us to highly recommend him to our other family and friends. 

Further, Marcus has been prompt in providing timely investment updates, giving us greater assurance in entrusting our family funds in his good hands. 

All in all, Marcus is an A-Star ; outperforming financial consultant whom I will without hesitation recommend to anyone 👍

Huangjun
Working Professional
(Service: Comprehensive Financial Planning)

Marcus has been a dependable and trusted consultant since the day we started working together. What stood out to me right from the beginning was how genuine and thoughtful he is in understanding the financial needs of my family and I — not just on paper, but also in the context of my personal goals and priorities.

He’s consistently proactive, checking in regularly and making sure I’m updated on relevant changes or opportunities. I also appreciate that he never pushes a product, but instead takes the time to explain his recommendations clearly, making sure I’m comfortable with every decision.

As he continues to grow in his role and take on greater leadership responsibilities, Marcus never loses sight of the people he serves. His reliability, integrity, and personal touch are what truly set him apart.

Ivan
Working Professional
(Service: Comprehensive Financial Planning)

Marcus has been my consultant for several years and counting – What really draws me to his service is the in-depth knowledge he possesses, along with an incredible dedication to his craft. He goes the extra mile to understand the needs of his client, and is someone I can rely upon for my financial security

Juyen
Working Professional
(Service: Investment Planning)

Over the past two years, my journey with Marcus has been both rewarding and enriching. I was first introduced to him through a mutual friend, and it has been a pleasure working with him ever since.

Marcus is a down-to-earth individual with whom I share many common values, particularly his strong sense of responsibility and the pride he takes in his work. His dedication to both his job and his clients is truly commendable, especially given the demands of his ever-evolving role. As he advances in his career and takes on greater responsibilities, he continues to prioritize his clients, ensuring they receive personalized attention and support.

Professionally, Marcus is always well-informed and proactive, consistently providing valuable market insights and updates. He regularly reviews and offers the most optimal and practical solutions for coverage. Beyond his core responsibilities, he also adds value through additional services such as will writing, further demonstrating his commitment to comprehensive client support.

It has been a pleasure working with Marcus, and I truly appreciate his professionalism and dedication.

Jack
Working Professional
(Service: Comprehensive Financial Planning)

I am pleased to provide this testimonial for Marcus Tan, who has been my dedicated consultant for some time now. Throughout our journey together, Marcus has consistently demonstrated professionalism, expertise, and a genuine commitment to my financial well-being. His approach to advising is both thorough and personalized, always ensuring that I understand every aspect of my financial and health planning. 

What truly sets Marcus apart is his unwavering dedication to building strong, trusting relationships. He listens carefully to my needs and goals, offering tailored solutions that reflect his deep understanding of my situation. He always makes himself available, whether to answer questions or to provide timely guidance when needed. 

Marcus is not just an consultant, but a trusted partner, friend and brother who genuinely cares about my future. His passion for delivering excellent service is evident in every interaction, and I have always felt that my financial goals are in capable hands. I have no doubt that Marcus will continue to thrive in his career, and I am confident that he will excel as an agency leader. 

I am grateful for his ongoing support and look forward to continuing our journey together.

Jerril
Working Professional
(Service: Investments & Wealth Management)

I have had the pleasure of having Marcus as my financial consultant, and I can confidently say he’s one of the most dedicated and trustworthy professionals I’ve worked with. He helped me restructure my old insurance policies—saving me a significant amount of money by switching to newer plans with higher coverage and a one-time premium. This move not only gave me better protection but also freed up cash flow for my other financial goals and planning.

Marcus also took the time to tailor an investment plan that fits well within my budget, always ensuring it aligns with my comfort level and long-term goals. What I truly appreciate is that beyond just being a competent consultant, Marcus is a genuinely kind friend who is always ready to help.

I trust him so much that I’ve even entrusted him with my mother-in-law’s financial policies. She has had several consultants over the years, and she told me Marcus is by far the best she’s ever worked with.

I highly recommend Marcus to anyone looking for someone reliable, knowledgeable, and genuinely invested in your financial well-being.

Dione
Working Professional
(Service: Portfolio Optimisation)

Marcus is an outstanding financial consultant who truly cares about his clients. From the start, he took the time to understand my retirement goals and created a clear, step-by-step plan tailored to my needs. He explained everything patiently, which gave me full confidence in his advice.

What I value most is his responsiveness and proactive support. Marcus doesn’t offer one-size-fits-all advice—he genuinely looks out for your long-term success.

Thanks to him, I feel secure about my retirement.

Linda
Working Professional
(Service: Pre-Retirement Planning)

We have known Marcus since he was a young boy as we meet regularly in Singapore Recreation Club. He has grown into a fine young man who is matured for his age and demonstrates compassion for all who knows him. We are happy for him to have chosen the Insurance industry with his highly motivated attitude of goal achievement. We have seen that he is fully committed to providing us with a good assurance plan which he delivers with comprehensive clarity. We fully recommend him as a very determined and driven “asset” in the company who is a team leader, leading others by example of his character and industriousness in this service industry

Jason & Grace
Retiree
(Service: Retirement Enhancement)

Marcus often went above and beyond, providing detailed breakdowns, answering my questions on various policies, and really listened to what I was looking for. His explanation is not the usual cookie-cutter stuff and met what I was looking for. Marcus provides genuine care for his clients’ best interests and this is displayed through regular check-ins and guidance to claims. I’m grateful to have him as my agent.

Kenny
Working Professional
(Service: Comprehensive Risk Management)

I have had the pleasure of knowing Marcus since he began his journey as a financial consultant five years ago. From the very start, his dedication, patience, and unwavering support have been evident. Even as he has advanced in his career, his commitment to providing exceptional service has never wavered. No matter how busy he is, Marcus always makes time to address my concerns with care and thoroughness, ensuring that I fully understand my options before making any decisions.

What truly sets Marcus apart is his client-first approach. He has never been focused on simply selling policies—instead, he takes the time to understand my financial needs and goals, ensuring that every recommendation is a perfect fit for my circumstances and budget. Since purchasing my first policy with Marcus, I have never felt the need to seek another consultant, as he continues to provide outstanding service tailored to my evolving needs.

I have no doubt that Marcus will continue to excel in his career, as his passion and dedication to this industry are truly commendable. I highly recommend him to anyone seeking a knowledgeable, trustworthy, and genuinely caring financial consultant

Perry Goh
Working Professional
(Service: Comprehensive Financial Planning)

Marcus played a pivotal role in introducing me to the world of investing. He not only facilitated the setup of my first investment-linked policy but also provided comprehensive education on investment and insurance principles. His proactive approach, exemplified by his offer to optimize my existing policies, demonstrates a client-centric focus and a dedication to long-term financial success. Furthermore, Marcus’s commitment to continuous professional development is evident in his pursuit of opportunities to further his knowledge within the financial services industry. Beyond his direct client interactions, I’ve observed his exceptional mentorship of his team. His passion for delivering the highest quality service is palpable, both in his own work and in the standards he sets for his team. This dedication instills a strong sense of confidence in his long-term success and the enduring value of his guidance

Si Min
Working Professional
(Service: Comprehensive Financial Planning)
TESTIMONIALS FROM MENTEES

Hear From His Successful Mentees

Want to say thank you to my brother and someone I thrive to be like, Marcus. He inspires me by being someone who says things and gets it done, and leads by example. He made me believe in myself and today I am a multiple MDRT qualifier and it is only possible because when I had nothing and wanted to give up, he made me believe that I was able to do 37k in one month to clear MDRT in my first year , which I did. I will always remember him saying “if I haven’t given up on you, don’t you dare give up on yourself”.

Work aside, thankful to have crossed paths with you and to call you a brother !

Philbert Tay

Under the guidance of Marcus, I was able to take calculated steps towards my goals. He was able to simplify complicated concepts well and is a patient coach. I am grateful to have him as a mentor.

Heng Shi Hwee

Marcus was my mentor in 2024, and during this time, he consistently showcased profound knowledge and innovative insights. What stood out the most was his unwavering belief in me, often more than I believed in myself. His genuine support and encouragement have been invaluable. Additionally, Marcus leads by example, actively engaging in sales alongside his mentees, which further inspires and motivates those around him.

Doris Tan

Marcus is more than just a coach and mentor, he’s a person who brings out the best in those around him. His ability to listen, challenge, and inspire is unmatched, making every coaching session both insightful and transformative. Whether through his wisdom, patience, or unwavering belief in others, Marcus has a way of helping me and others see our potential and take meaningful steps toward our goals.

I’ve been fortunate to witness his passion firsthand, and it’s clear that his impact goes beyond just coaching. It’s about empowerment, growth, and lasting change. Anyone who works with Marcus is not just gaining a mentor but a lifelong supporter and champion of their success, and he has truly brought out the best in me.

Jeff Phua

Marcus has been a really great mentor during my first MDRT run! 

He is always finding pockets of time amidst his busy schedule to schedule coaching during times of need – be it in the car in-between appointments for him or in the clinic when he is sick.

He has shared with me ways to plan for my clients that I have never thought of before and is always very knowledgeable with his information. 

He leads by example and walks the talk, showing us how it can be done. 

Thank you Marcus for all your guidance!

Marriott See

I have had the privilege of witnessing Marcus go above and beyond, not just for his direct team but for fellow colleagues and the entire organization. Their selflessness and dedication to helping others truly stand out. Despite his demanding schedule, he took extra time to coach and guide me—someone from a different team—without hesitation.

Their mentorship has been invaluable, providing me with insights, support, and encouragement that have helped me grow professionally and personally. Marcus has the ability to see from fresh perspectives whenever I consult him on cases to best benefit my clients and this has helped me to assist many of my clients to bring them to a better financial position than before.

At a juncture when I was having self-doubts, he came in as not just a mentor, but also a friend who gave me confidence and showed me the way to excel, being a stellar example himself.

Beyond his technical expertise, what sets Marcus apart is his genuine care for people. He created a supportive learning environment where questions are welcomed, mistakes are seen as opportunities, and growth is the ultimate goal. His generosity with his time and knowledge is truly inspiring.

I am incredibly grateful for Marcus and his unwavering support. His impact reaches far beyond his immediate team, making a real difference in the professional and personal lives of those fortunate enough to learn from him. Thank you for being such an outstanding mentor and friend!

Sim Jia Lin

Marcus has been a key mentor in my journey towards finding my identity as an consultant and achieving my 2 MDRTs in the business. The dedication and detail he puts into my personal growth as well as professional growth even though he stands nothing to gain all while excelling in his own consultanty is really like no other. There are many mentors out there that put in the work to help grow and lead you, but I have honestly not met anyone like Marcus who is invested in genuinely wishing the best for you and seeing you through the different struggles – personally and professionally. I mean it from the bottom of my heart and I thank you for being the most down to earth, kind hearted while being efficient, productive and resilient. Thank you for everything you’ve done for me and the people around!

Michelle Glazov

Marcus is a really inspiring leader and coach !! our coaching sessions were always productive & he doesn’t scold/blame when results were not as good, instead he identified the problem and came up with solutions together which was something i really appreciated 🩷 and he’s a really warm person despite his fierce look 🤣 really appreciate Marcus a lot !! ☺️

Alicia Choa

I had the privilege of being part of Marcus’s focus group during my second MDRT year in 2024. Throughout the year, he imparted invaluable lessons, not only in the skills and mindset of being an consultant but also in personal values and growth. Marcus consistently gives his best to those around him, regardless of whether they are directly under his leadership or part of his team.

His servant leadership, combined with his exceptional competence as an consultant, makes him both an inspiring role model and a remarkable mentor. He never hesitates to extend his support, taking on massive challenges as long as he has the capacity to do so. No matter how demanding his schedule, he always finds time to help and often goes above and beyond, even late into the night, to ensure those around him overcome their obstacles.

Marcus, thank you for your unwavering guidance and generosity. You truly deserve every success you have achieved.

Cheong Fu Sheng

I have had the privilege of working with Marcus, and his leadership has been truly inspiring. He possesses a unique ability to listen, guide, and motivate his team with empathy and respect. Marcus leads by example, always demonstrating integrity, dedication, and a strong vision for the future. His thoughtful approach to problem-solving and commitment to the growth of everyone around him make him an exceptional leader. It’s a pleasure to work under his guidance, and I am grateful for his support and encouragement.

Pearl Ong

Two years have passed in what feels like the blink of an eye, and every single day I am still filled with excitement and gratitude for the work I get to do. It’s hard to find the right words to describe the level of happiness I feel right now. To be able to give just a little bit more to my family, contribute just a little bit more to society, and make a small difference to everyone around me—it’s something I’ve always dreamed of, and I’m thankful that it’s becoming a reality. But none of this would have been possible without the constant guidance, encouragement, and support of my mentor, best friend, and brother, Marcus Tan Wei Hao.

Marcus has been the steady force behind my growth. His wisdom has helped me shape a stronger, more resilient mindset, and his belief in me has propelled me forward in ways I could never have imagined. There’s no shortage of patience from him, especially during the tough times, when it felt like giving up was the easier option. He showed me time and time again that it’s okay to struggle, but what matters most is getting back up and continuing forward.

What’s even more incredible is the dedication Marcus has shown to the team. The countless hours he’s poured into helping each of us grow—both professionally and personally—have been nothing short of inspiring. He believed in every one of us, sometimes even more than we believed in ourselves. He went above and beyond to ensure we all had the right tools and support to succeed. The way he’s selflessly invested in us speaks volumes about his character. His commitment to our growth has left a lasting impact, and I can’t help but be in awe of his ability to bring out the best in people.

I love Marcus more than he probably knows, and I can’t fully express how much his presence and mentorship have meant to me. This journey—this fulfilling, beautiful journey—wouldn’t be the same without him. I’m forever grateful for his unwavering belief in me and in the team. It’s an honor to be on this path with him.

Oh Xuan Ming

Marcus is someone that is extremely hardworking, no doubt the hardest worker in any room you can find. Always striving for the best, not only for himself but for everyone around him as well. He is constantly giving and always going out of his way to assist others in any way possible. Someone everyone respects and looks up to. 👍🏻❤️

Nicholas Nyan

Marcus has been far more than just a leader. He has been a true friend and an invaluable mentor, both in and outside of work. Choosing him as a mentor is a decision I will never regret, as his influence has profoundly shaped both my professional and personal growth. From day one, Marcus has consistently given 200% to his team, always going above and beyond to ensure our success. His leadership isn’t just about results. It is about empowering each of us to reach our fullest potential while not neglecting our life outside of work. He doesn’t just lead a team. He builds relationships, creates an environment where everyone feels supported, and ensures our well-being is always a top priority. Marcus leads with a clear vision, and that vision includes every single one of us. He’s a person who truly wants to see everyone succeed, not just professionally but as individuals. His ability to inspire is unmatched, and his unwavering belief in his team has been a constant source of motivation. I am glad to have met a leader who is as committed to both the success of the team and the personal growth. His dedication, integrity, and genuine care have made a lasting impact, and I feel incredibly fortunate to have him as both a mentor and a friend.

Soh Yong Ping

Thank you Marcus for being a trusting and supportive mentor and friend. Your dedication to your work as well as the people around you is a fine testament to your unfailing gift to giving!

Nicolaus Chong

Marcus has been more than just a mentor—he has been a pillar of strength, guidance, and unwavering support in my journey as a financial consultant. His leadership extends far beyond the scope of his responsibilities, as he constantly goes the extra mile to ensure that not only his own priorities are met, but that every individual under his guidance thrives as well. Whether it’s his mentees or his clients, Marcus’s commitment to their growth and well-being is nothing short of extraordinary.

What sets Marcus apart is his selflessness. He never hesitates to put others first, always making time to provide clarity, direction, and encouragement no matter the circumstances. His ability to balance professionalism with genuine care makes him not just a leader, but a beacon of trust and reliability in our field.

Beyond his role as a mentor, Marcus is also a true friend and brother to me. His support has been instrumental in shaping my journey, and I can confidently say that I wouldn’t be where I am today without his guidance. I take immense pride in working alongside him, knowing that I have not only a remarkable leader to look up to but also a lifelong friend who genuinely cares.

Muhammad Asrar Bin Riduan

Marcus has been such a great mentor and friend—always ready to listen, challenge perspectives, and give solid advice when it’s needed most. He has this way of making you feel heard and understood while also pushing you to grow and think bigger.

What I appreciate most is his genuine care for the people around him. He’s not just about giving advice; he truly invests in others, cheering them on and believing in them even when they don’t believe in themselves.

I’m really grateful for the guidance, encouragement, and laughs along the way. Thank you, Marcus, for being you!

Tan Kian Giap (Bryan)

Marcus has played such an integral role in my personal and professional growth as a person and a financial consultant. Coming into AWM as an NSF looking for an opportunity to learn, he has always given me his 100% to ensure my growth through coaching sessions, books, media etc. As a leader, he has always inspired me to dream bigger, aim higher and constantly improve myself, leading by example and showing me that it can be done. Alongside that, Marcus has always been a brother to me, looking out for my well being and always having my back. He is an inspiration to many and I’m grateful and honoured to have him as a mentor.

Adwin Heng

Marcus is not only a dedicated Financial Consultant but also an exceptional leader, mentor, and friend. He consistently goes above and beyond to support his associates and fellow AWMians, whether it’s through advice, case preparation, or coaching. Despite his demanding schedule, he always makes time to personally check in on his associates’ well-being and offer assistance whenever needed.

Marcus’s deep knowledge and expertise make every coaching session a valuable learning experience, filled with practical insights and key takeaways. From my conversations with AWMians across other teams, it’s clear that Marcus is highly respected by everyone—a sentiment I share wholeheartedly. In fact, my respect for his skill set, industry knowledge, and ability to adapt to the ever-changing financial consultanty landscape was a big reason I joined AWM. His dedication to working alongside his associates and fostering a collaborative environment truly sets him apart.

Lim Chia Yee