MONEY INTELLIGENCE

 
 

Jeffrey Tan is the Founder of Money Intelligence and JTan Coaching, an organisation that seeks to equip and empower students, parents and professionals to become good stewards of Time, Talents and Treasures.

Jeff has over 22 years of experience working as a financial advisor and has been the Director of Money Intelligence since 2012. Jeff is a certified Life Coach and Trainer with the John Maxwell Team and a certified consultant for Career Direct. He also serves as an active board member in several organisations across Adelaide.

Jeff is passionate about helping people find their purpose and be successful in what they are called to in life. Utilising his skills as a financial advisor and Life Coach, Jeff is able to provide a unique, holistic service tailored specifically to each individuals needs and support them on their journey to financial freedom.

Our Service

 

Our service has been developed for clients who can’t afford traditional financial advice, but value personalised financial coaching to help them get ahead in life.

We do not provide personal financial recommendations nor sell any financial products such as superannuation funds, investments, or insurance.

Our subscription service focuses on

- Understanding and setting your financial goals

- Improving your financial literacy

- Understanding the current economic environment we live in

- Navigating your personal budget

- Becoming a better steward of your money

- Achieving financial freedom

 
 
 
 

OUR CLIENT STORY

 
 
 

Our Partners

Book an appointment.

 

Let’s Connect!

jtgroup@moneyintell.com.au

PO Box 45 O'Hallaron Hill SA 5158

Tel:+61458221970