About Us
Our founder, Lawrence Tan, is the driving force behind Fort Financial. With his visionary leadership and deep expertise in the financial industry, Lawrence Tan laid the foundation for our agency’s success. His passion for grooming the world’s next generation of leaders is reflected in every aspect of our operations. Lawrence Tan’s message resonates throughout the organization, inspiring us to strive for excellence and make a positive impact on our clients’ lives.
Lawrence Tan
Founder of Fort Singapore
Our Leaders
At Fort Financial, we are proud to have an exceptional Head of Committee who leads with dedication and expertise. Our leaders brings their extensive experience in finance to guide our team towards achieving our strategic objectives. With a commitment to fostering collaboration and innovation, we empowers each member of our committee to contribute their best ideas and insights. Our Leaders guidance, we forge ahead, embracing new challenges and opportunities with unwavering determination.
Our Management Team
The leadership team at Fort Financial comprises experienced professionals from the financial industry, each an expert in their respective domains. With a collaborative and hands-on approach, the team is dedicated to driving the company forward by delivering sustainable value to clients, employees, the community, and the nation.
Lawrence Tan
Senior Financial Services Director
Kay Tan
Financial Services Director
Valerie Low
Senior Financial Services Manager
Daryl Yap
Financial Services Manager
Liu Jialing
Financial Services Manager
Isabella Hong
Financial Services Manager
Our Philosophy
Our philosophy at Fort Financial is rooted in FORT. We firmly believe in “where abundance meets purpose” and this guides every decision we make. With a client-centric approach, we strive to deliver tailored solutions that address the unique financial needs of each individual or organization. Our philosophy is to build long-lasting relationships based on trust, integrity, and transparency. By adhering to these principles, we aim to become a trusted partner on our clients’ financial journeys.
Who We Are
Fort Financial is a leading financial agency dedicated to providing exceptional financial planning services. As a team of passionate financial planners, investment advisors, and wealth management experts, we work collectively to empower our clients to achieve their financial goals. Our diverse backgrounds and expertise allow us to offer comprehensive solutions tailored to the specific needs of each client. At Fort Financial, we are driven by a shared commitment to excellence and a genuine desire to make a positive impact on our clients’ financial well-being.
Our Mission: Outreach to all segments of the society with value-added advice and high-valued financial solutions.
Our Vision: To be the most preferred financial services provider and career provider of choice in Singapore.
At Fort Financial, our core values define who we are and guide our actions every day. These values include:
Our Foundations and framework
The foundations of Fort Financial are built on a solid framework of experience, knowledge, and innovation. We combine traditional financial wisdom with cutting-edge technology to deliver forward-thinking solutions. Our approach is data-driven, with a strong emphasis on research and analysis to support our recommendations. Through ongoing education and professional development, our team stays at the forefront of industry trends, ensuring our clients benefit from the latest insights and strategies.