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Case Study · Financial Advisory

Natalie Tan

Natalie Tan runs Next Door Nat, a personal finance community in Singapore. We built a site that replaces the long form with a WhatsApp button.

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The Natalie Tan website, built by Ditrapoint, shown on a laptop and a phone
Client
Natalie Tan
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore
Built By
Ditrapoint

Client Profile

Who They Are

Natalie Tan works in financial consulting and estate planning as an authorised representative of AIA Financial Advisers Pte Ltd under the LSY Group. She began consulting while still studying accountancy at SMU and went full time after graduating in 2020.

Beyond client work, she runs Next Door Nat, a community for sharing personal finance tips. Her accreditations are Prestige Titanium, Million Dollar Round Table, International Dragon Award, Certified Estate Planner, Associate Estate Planning Practitioner and a Diploma in Financial Planning.

The Brief

What We Set Out To Do

Warm and approachable was the entire brief, and it drove one big decision. This page has no long contact form. It ends instead with WhatsApp, Instagram and Telegram buttons for a 20-minute consultation, because that is how her audience already messages her.

Before that, the page opens with a headline about protecting and optimising a financial portfolio over a photo of her speaking to an audience, then a studio portrait beside her biography and her accreditations. A terracotta banner leads to six service cards, client testimonials and a team photo, and then the messaging buttons.

Our Solution

What We Built

  1. 01

    Portfolio Headline Hero

    A headline about protecting and optimising a financial portfolio over an audience photo, with partner logos and a Contact button.

  2. 02

    About Natalie

    A studio portrait of Natalie beside a two-paragraph biography.

  3. 03

    Accreditation Badges

    Her badges in a dark grid, each dated.

  4. 04

    Terracotta Banner And Services

    A terracotta band leading to six service cards and a Learn More button.

  5. 05

    Testimonials And Team Panel

    A carousel of client quotes and a dark panel with a team photo.

  6. 06

    Message Her Directly

    WhatsApp, Instagram and Telegram buttons beside a photo of Natalie speaking, then the footer.

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 Natalie Tan home page, top to bottom

Our Work

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