Year Joined DKO: since 2022
Years of Experience in the Industry: 3 years
Previous Profession: HR Executive

Value Added Services: Estate & Succession Practitioner
Notable Achèvements: FasTrack (2022), FasTrack Elite (2022), Quality Club (2024), Quality Club Elite (2022, 2024)

Areas of Specialization: Financial Planning, Retirement Planning, Estate & Succession Planning, Trust (Introducer)

A Note from Iris:

Iris Tan is a dedicated financial consultant and estate planner who believes in helping her clients plan with clarity, confidence, and intention. With a background as a former HR Head and IT Functional Analyst, she brings a unique blend of people skills, analytical thinking, and business acumen to every conversation.

 

Since joining Prudential under the Derek Koh Organisation, Iris has quickly made her mark - achieving the Fastrack Award in just 2 weeks, Fastrack Elite in 1 month, and Quality Club Elite within 3 months. She also became the only 3-month-old rookie in the agency to be promoted as an Elite Trainer, mentoring new consultants with practical strategies and a client-first mindset.

 

Iris specializes in financial and legacy planning for working professionals, young families, and expats - particularly in the engineering, IT, and healthcare sectors. She is also a certified Estate & Succession Practitioner with Precepts Legacy, helping clients structure their wealth and wishes across generations.

 

What sets Iris apart is her ability to connect on both a professional and personal level. Her clients value her transparency, her listening ear, and her structured yet human approach to financial planning. Whether it’s navigating life insurance, investment-linked plans, children’s education funds, or setting up a family trust, Iris works closely with each individual to tailor solutions that support their life goals.

 

Outside of work, Iris actively shares financial tips and real-life stories on Instagram under #PlanWithIris, creating a relatable space for anyone looking to better understand wealth building and protection.