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Case Study · Financial Advisory

Jordan Tan

Jordan Tan is a Singapore financial consultant and estate planner. His site introduces him to young families and books strategy consultations.

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

Client Profile

Who They Are

Jordan Tan works in financial consulting and estate planning in Singapore. He is an AIA FA Financial Director and an authorised representative of AIA Financial Advisers Pte Ltd, operating within the LSY Group. His parents cared about financial literacy, and that rubbed off: he picked up the consultant role as soon as he started at NUS and has gone on to help students, working adults and families with their short and long-term plans.

He runs his practice on three principles: serve the community, deal in good faith with clients, make his family proud. Financial advisory, wealth management, personal investment, mortgage planning, retirement planning and legacy planning are his areas, and he holds Million Dollar Round Table and Certified Estate Planner accreditations.

The Brief

What We Set Out To Do

Young Singaporeans and their families need an adviser they can trust, and this site had to make Jordan that person, then get the visitor to book a strategy consultation. It opens light: his portrait next to the line Live Your Best Life, For Your Family With Proper Estate Planning, and a Contact button. A split card tells his background and shows two accreditation badges. A navy section takes the reader through his three principles with photos from his events, and six services with icons come after.

Client stories are set beside family and speaking photos, and the page closes on a consultation offer, a Connect On Instagram button and a footer that carries the regulatory wording.

Our Solution

What We Built

  1. 01

    Light Hero With Portrait

    Jordan's photo beside the line Live Your Best Life, For Your Family With Proper Estate Planning, with a Contact button and partner logos.

  2. 02

    Who Is Jordan Tan

    His portrait on one side of a split card, his background, approach and two accreditation badges on the other.

  3. 03

    Three Simple Principles

    Event photos alternating with short paragraphs on serving his community, good faith and making his family proud, set on navy.

  4. 04

    Areas Of Expertise

    Six services, each with an icon and a one-line description, and a Learn More button.

  5. 05

    Client Stories

    A long client story next to a family photo, a highlighted quote card, then another client account beside a speaking photo.

  6. 06

    Strategy Consultation And Footer

    A seminar photo beside the offer of a twenty-minute consultation and a Connect On Instagram button, over a footer with the regulatory wording and a financial disclaimer.

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 Jordan Tan home page, top to bottom

Our Work

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