MDRTMDRT Qualifier 2026
For young professionals & couples

Plan in decades.
Live in moments.

I'm Vicki, a Financial Planner in Singapore. I help young professionals and couples make clearer decisions around housing, CPF, insurance, and investing, without starting from a product pitch.

Plan With ClaritySee How I Plan
No obligations
30 minutes
Free first chat
Vicki Tang Beiqi, Financial Planner in Singapore

I swear I have more eyebags than this. My photographer is just too skilled.

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What I Help With

Your money decisions should fit together.

I look at the whole picture before discussing any specific solution.

Home And Property Planning

BTO, resale, EC or condo, with CPF, cash, loans and renovation considered together.

Investment Portfolio Structure

Cash, CPF, SRS and long-term investments structured around your timeline and goals.

Tax, CPF, And Cashflow

Tax reliefs, CPF and monthly cashflow considered alongside the rest of your plans.

Protection Without Overbuying

Coverage gaps and overlaps reviewed without buying more than the wider plan requires.

How I Plan

Want to see how I think through a client’s plan?

See the principles I work from, who this approach suits, and how CPF, SRS and long-term investments can fit together.

See how I plan
Vicki smiling outdoors with her partner

Hi, I'm Vicki

A planner who explains the why.

I'm figuring out many of life's big decisions too: housing, family responsibilities, investing, and how to enjoy life without being careless with money.

I plan the way I like to be advised: clear reasons, honest tradeoffs, and no pressure.

MDRT Qualifier 2026

Recognised for professional performance

Associate Financial Planner

Certified by FPAS

MAS Licensed

Licence No: TB-300659074

Read my storyRead client stories

How It Works

Three simple steps

01

Start With The Big Move

Choose the decision you want clarity on, from housing and settling down to investing or a financial reset.

02

Book a Free 30-Min Chat

We talk through your timeline, priorities and possible blind spots. No pressure and no hard sell.

03

Build The Roadmap

If it would help, I map the numbers and tradeoffs into one clear roadmap.

Plan in decades. Live in moments.

A free 30-minute first chat to understand what you are planning and whether I can help. No obligations and no hard sell.

Start Planning With Vicki

Available weekdays & Saturday mornings · Virtual or in-person