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Live Well Plan Well, a trusted Singapore adviser, offers one-stop solutions in investment, insurance, tax & estate planning with CPF expertise for secure legacies.
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Leverage My Proprietary
3 Step Process

Make Your Savings Work Harder

Many people leave their funds in the bank simply because they are unaware of more effective ways to grow their savings. Yet, as we all know, traditional bank interest rates often struggle to even keep pace with inflation — meaning your money may lose value over time.

That’s why we focus on strategies that make your savings work harder, helping you achieve a real rate of return. Whether you prefer a conservative approach or are open to taking on more risk, we design recommendations tailored to your unique profile.

With the right guidance, you can grow your nest egg with confidence, safeguard against inflation, and enjoy the financial freedom to truly embrace your golden years.

Restructure Policies

Over time, financial products naturally change due to regulations, competition, and evolving consumer needs. That’s why it’s important to review your portfolio regularly to ensure your policies continue to meet your current goals and circumstances.

We offer flexible reviews at your convenience, helping you restructure where necessary so your policies work harder for you. At the same time, removing duplicate coverage can lead to meaningful cost savings while potentially enhancing your overall protection.

With the right adjustments, your portfolio stays efficient, relevant, and aligned with your long-term financial security.

Leverage Up

The word “leverage” can sound intimidating in the world of investments, but in insurance, it works to your advantage. Each dollar of premium you pay can be structured to maximize coverage for you and your family. The greater the leverage, the more efficient and effective your insurance portfolio becomes — giving you stronger protection without unnecessary cost.

Hey there,

My name is Deon!

I started my financial advisory career in 2011 serving clients from all walks of life. While it’s not my style to brag about my achievements, client do want to know that they are served by somebody who is qualified and experienced.

More About Me

Deon
Tay

Live Well Plan Well

Clients' Vote of Confidence

Tian Ji and Michelle
Thomas & Sheila
Steven
Rex & Elsa
Paul & Si Yi
Michelle
Lionel
Jeremy
Gladys Thio
Desmond Neo
Christopher Tay
Alicia

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Why should you choose me to guide you on your financial journey?

Awards and Accolades

Deon graduated, in the Deans list, from the top financial schools in Boston with honours majored in Economics and Finance. (With a minor in political science) After joining the advisory industry in 2011, he received numerous awards for his achievements. Notedly, he was eligible to register for MDRT since 2013. That said, awards and accolades are mere snapshots on moments of achievements. Appreciation from clients is what drives him to do what he enjoys daily – improving client’s financial status. Deon was awarded Associate Financial Consultant by IFPAS in 2021.

Experience with Claims

Though still early in his career, Deon has helped many clients through life’s toughest moments, from critical illness to hospitalization and death claims. This experience allows him to offer compassionate advice and make the claims process as smooth as possible for his clients.

Witness first hand my dedication to ensure your needs are served

Investment work experience

Drawing on more than 10 years in investment banking and asset management, Deon helps clients manage their portfolios with confidence. His three-layered screening approach ensures only quality, proven funds are included, creating diversified portfolios. Clients can then focus on their work, knowing their wealth accumulation is in trusted hands.

Financial adviser representative

Deon represents one of the largest financial adviser who envision to be Singapore’s leading financial services brand in Singapore for clients and advisers. The firm received multiple awards including top financial advisory and top assets under advice in Singapore from respective principals since 2013.

Presenting options

Deon represents a platform which has access to multiple insurers and fund houses to help client construct a comprehensive investment and insurance portfolio. This includes some global outfits which may not be household names to local folks. That said, clients benefit with more options to better fit their needs.

One stop solution

Deon holds multiple licenses to deal with a variety of products including insurance, funds, whole-sale bonds as well as employee benefit plans. Furthermore, he also renders assistance to clients on estate planning. Apart from stocks, Deon represents a platform which serves as a one-stop financial shop for clients. Clients benefit with a consolidated portfolio under one comprehensive adviser rather than multiple policies with different opinions and overlapping benefits or missing gaps.

Market updates

Clients are constantly updated with the latest regulatory changes, competitive product updates, market information, as well as upcoming seminars. Regular product updates and comparison are prepared to filter out the more competitive ones to deliver a value proposition to benefit clients.

Stretch your savings

A true financial planner designs strategies with the long term in mind. Achieving life-stage goals requires proper cash flow planning, and this is where Deon excels. He helps clients balance liquidity with growth, while also leveraging SRS and CPF top-up schemes to optimize tax benefits and stretch their hard-earned money further.

Tap Into My Knowledge Bank

ILPs cover

The Evolving Role of ILPs in Singapore

Investment-linked policies (ILPs) have long divided opinion among financial experts and investors alike. Once regarded as expensive and opaque, ILPs have since evolved into more transparent and flexible financial tools that combine investment growth with insurance protection.
travel-insurance-cover

When Travel Insurance Lets You Down: My Damaged Luggage Experience in Belgium

During my Belgium trip, I learned a harsh lesson about travel insurance: it's not the foolproof safety net we often assume. When my luggage was damaged, both the airport and my insurance company refused to help, a painful reminder that carefully reading the fine print is essential.
leaving-legacy-1

How to Leave Behind A Meaningful Legacy for Our Children

Creating a legacy means more than wealth—it is securing our children’s future while passing down the values and memories that matter most. By making wise decisions today, we shape tomorrow, ensuring they inherit stability, love, and resilience that will guide them for a lifetime.
ILPs cover

The Evolving Role of ILPs in Singapore

Investment-linked policies (ILPs) have long divided opinion among financial experts and investors alike. Once regarded as expensive and opaque, ILPs have since evolved into more transparent and flexible financial tools that combine investment growth with insurance protection.
travel-insurance-cover

When Travel Insurance Lets You Down: My Damaged Luggage Experience in Belgium

During my Belgium trip, I learned a harsh lesson about travel insurance: it's not the foolproof safety net we often assume. When my luggage was damaged, both the airport and my insurance company refused to help, a painful reminder that carefully reading the fine print is essential.
leaving-legacy-1

How to Leave Behind A Meaningful Legacy for Our Children

Creating a legacy means more than wealth—it is securing our children’s future while passing down the values and memories that matter most. By making wise decisions today, we shape tomorrow, ensuring they inherit stability, love, and resilience that will guide them for a lifetime.
I hope above sharing of knowledge helps the reader to make a more informed decision as insurance planning is a long term commitment. Please feel free to write to me on your comments.
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