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Case Study · Financial Advisory

Natalie Tan

Natalie Tan runs a personal finance community called Next Door Nat. Her site swaps the long form for a WhatsApp button.

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The Natalie Tan website on a laptop and a phone
Client
Natalie Tan
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore

Client Profile

Who They Are

Natalie Tan handles financial consulting and estate planning, representing AIA Financial Advisers Pte Ltd under the LSY Group as an authorised representative. She was still studying accountancy at SMU when she started consulting, and went full time after graduating in 2020.

Outside client work she runs Next Door Nat, a community where she shares personal finance tips. Her accreditations: Prestige Titanium, Million Dollar Round Table, International Dragon Award, Certified Estate Planner, Associate Estate Planning Practitioner and a Diploma in Financial Planning.

The Brief

What We Set Out To Do

Warm and approachable was the whole brief, and it changed one big decision. There is no long contact form on this page. Instead it ends with WhatsApp, Instagram and Telegram buttons for a 20-minute consultation, because that is how her audience already messages her.

Before that, the page opens with a headline on protecting and optimising a financial portfolio over a photo of her speaking to an audience, then a studio portrait beside her biography and her accreditations. A terracotta banner leads into six service cards, client testimonials and a team photo, and then the messaging buttons.

Our Solution

What We Built

  1. 01

    Portfolio Headline Hero

    A headline on protecting and optimising a financial portfolio over an audience photo, with partner logos and a Contact button.

  2. 02

    About Natalie

    A studio portrait of Natalie next to her biography in two paragraphs.

  3. 03

    Accreditation Badges

    A dark grid of badges, each with its year.

  4. 04

    Terracotta Banner And Services

    A terracotta band leading into six service cards and a Learn More button.

  5. 05

    Testimonials And Team Panel

    A carousel of client quotes and a dark panel featuring a team photo.

  6. 06

    Message Her Directly

    WhatsApp, Instagram and Telegram buttons next to a photo of Natalie speaking, then the footer.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Natalie Tan home page, top to bottom

Our Work

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Usually replies within 12 hours · Fixed quote before starting