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Case Study · Financial Advisory

Jordan Tan

Jordan Tan is a financial consultant and estate planner in Singapore. We built a site that introduces him to young families and books strategy consultations.

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

Client Profile

Who They Are

Jordan Tan practises financial consulting and estate planning in Singapore. He is an AIA FA Financial Director and an authorised representative of AIA Financial Advisers Pte Ltd, within the LSY Group. His parents valued financial literacy, and it stuck: he took on the consultant role as soon as he began at NUS and has since helped students, working adults and families with their short and long-term plans.

Three principles guide his practice: serve the community, deal with clients in good faith, make his family proud. His areas are financial advisory, wealth management, personal investment, mortgage planning, retirement planning and legacy planning, and he holds Million Dollar Round Table and Certified Estate Planner accreditations.

The Brief

What We Set Out To Do

Young Singaporeans and their families want an adviser they can trust. The site had to make Jordan that adviser and then get the visitor to book a strategy consultation. It opens light: his portrait beside the line Live Your Best Life, For Your Family With Proper Estate Planning, and a Contact button. A split card covers his background and displays two accreditation badges. A navy section walks through his three principles with photos from his events, and six services with icons follow.

Client stories sit beside family and speaking photos, and the page ends on a consultation offer, a Connect On Instagram button and a footer with the regulatory wording.

Our Solution

What We Built

  1. 01

    Light Hero With Portrait

    Jordan's photo next to the line Live Your Best Life, For Your Family With Proper Estate Planning, with a Contact button and partner logos.

  2. 02

    Who Is Jordan Tan

    A split card: his portrait on one side, his background, approach and two accreditation badges on the other.

  3. 03

    Three Simple Principles

    Event photos alternating with short paragraphs about serving his community, good faith and making his family proud, on navy.

  4. 04

    Areas Of Expertise

    Six services, each with an icon and a one-line description, plus a Learn More button.

  5. 05

    Client Stories

    A long client story beside a family photo, a highlighted quote card, then another client account next to a speaking photo.

  6. 06

    Strategy Consultation And Footer

    A seminar photo next to the offer of a twenty-minute consultation and a Connect On Instagram button, above a footer with the regulatory wording and a financial disclaimer.

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 Jordan Tan home page, top to bottom

Our Work

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