Me & My Money

Making his funds work harder for the future

Finance executive Adam Tan with his wife Teresa Lim and their sons Isaac, 16, and Josiah, 13. Apart from investing in unit trusts, equities and property, he has invested in endowment plans and investment-linked plans for his sons' education.
Finance executive Adam Tan with his wife Teresa Lim and their sons Isaac, 16, and Josiah, 13. Apart from investing in unit trusts, equities and property, he has invested in endowment plans and investment-linked plans for his sons' education.ST PHOTO: ZHANG XUAN

Adam Tan's focus is to build his retirement fund and his approach is: Protect, save and invest excess

Finance executive Adam Tan has taken a few knocks in his life and this has taught him the importance of financial security.

Mr Tan, 44, who heads Maybank Privilege as well as branch distribution at Maybank Singapore, is the youngest of four brothers.

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A version of this article appeared in the print edition of The Sunday Times on July 07, 2019, with the headline 'Making his funds work harder for the future '. Print Edition | Subscribe