Karen Jade Tan - Financial Consultant

Karen Jade Tan - Financial Consultant

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Prudent Mom

09/05/2026

Most people work hard for money…
But very few have a financial plan. 📈
The earlier you prepare, the stronger your future becomes.

I help individuals and families:
✔ Protect their income
✔ Build long-term savings
✔ Prepare for retirement
✔ Secure their family’s future

Book your FREE consultation here:
https://roedigify.my.canva.site/karen-jade-tan-financial-consultant

Let’s plan your future together. ❤️

28/01/2026

💼 Invest in Your Future Today – Secure, Grow, Protect! 💼

At 25, you’re building your dreams, why not secure them too?
With our Life Insurance + Investment Plan, enjoy:

✅ Life Insurance Coverage: ₱1,000,000
✅ Life Care Benefit: ₱500,000
✅ Accidental Death & Disablement: ₱200,000 (on top)
✅ Total Permanent Disability: ₱200,000
✅ Potential Retirement Fund Value: ₱1,000,000

Start protecting your loved ones while growing your wealth!

📅 Let’s chat, online appointment or over coffee, and tailor a plan for your financial goals.

💬 DM me to schedule your session today!

Photos from Karen Jade Tan - Financial Consultant's post 31/03/2025

💼 Securing Their Family’s Future! 💼

Just closed a deal with a wonderful client who, after recently acquiring a house and lot with her husband, decided to take an additional life insurance with investment for estate conservation.

✅ Why is this important?
When you invest in property and other assets, it’s essential to protect your loved ones from financial burdens like estate taxes. Life insurance for estate conservation ensures that:
• Your family can settle estate taxes without selling valuable assets.
• The property and other investments remain intact for the next generation.
• Your legacy is preserved without financial strain.

💡 Already have personal life insurance? Adding an estate conservation plan ensures that your loved ones are protected beyond just basic life coverage.

If you’d like to learn more about estate conservation plans and how they can fit your needs, let’s talk! I’d be happy to discuss the options available with Pru Life UK and help tailor a plan that’s best for you and your family.

📩 Message me for a free consultation!

19/02/2025

We often think of financial decisions as something we’ll deal with later, but the truth is, every choice we make today affects our future.

Think about it—wouldn’t it feel amazing to wake up 10, 20, or 30 years from now and be grateful for the financial discipline you had when you were younger? The money you saved, the investments you made, the protection you secured—all of these shape the quality of life you’ll have in the future.

Your older self is counting on you to make the right moves today. What will they say when they look back?

18/02/2025

Flowers fade, chocolates melt, but real love lasts beyond a lifetime. 💖 This Valentine’s Day, show your love in a way that truly lasts—by securing your family’s future. Because the greatest gift isn’t just in the moments you share today, but in the protection you leave behind. ❤️

Insurance Coverage Decoded: Understanding the Basics 29/10/2024

Empower yourself with knowledge about insurance coverage. Learn about factors affecting premiums and how to choose the right plan.

Learn more ➜

Insurance Coverage Decoded: Understanding the Basics Learn the essentials of insurance coverage with our comprehensive guide. From basics to advanced tips, empower yourself with knowledge for a secure future.

28/10/2024

Meet my son, my daily dose of joy! So cutie 😍

27/10/2024

Trust in His power—nothing is impossible with God. 💪✨

26/10/2024

🌟 Feeling inspired by Sarah G! Who motivates you to be your best self? 🌟

25/10/2024

Can’t resist a good coffee at PICKUP COFFEE EB Town Center What’s your go-to local spot?


24/10/2024

Setting my goals for the month! What are you focusing on?

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Address


San Jose Del Monte
3023

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm