Making a Difference
to your
Financial Future

My Story

Hello! I am Henry Tan,
Your unbiased Licensed Financial Planner

I am very passionate in providing comprehensive financial planning to millennials (1980 - 1996), particularly to those who want a better financial future for themselves! 


Financial planning is important yet it is not in our syllabus in Malaysia education back when we were young. Today, having an insurance plan or investing in unit trust is no longer sufficient. To achieve success in all aspects of your finances, comprehensive financial planning in a holistic approach is the key to helps you to have a clear picture of your financial roadmap.


As a strong advocate in comprehensive financial planning, many clients has changed their perspective towards managing their finances after meeting me. So if you are the same like them, prefers someone unbiased, someone not representing any particular insurers or fund houses but representing  you, hit me up!

My Services

Comprehensive Financial Planning
Kick start your financial planning in a holistic way! This is the best way to truly plan for your financial future with all aspects of finances being considered.
Unit Trust Investment
Regardless if is cash or EPF investment, rest assured to get the unbiased recommendation and implementation in your best interest!
Private Retirement Scheme (PRS)
Enhance your retirement saving thru PRS? Rest assured to get the unbiased recommendation and implementation in your best interest!
Insurance Planning
Regardless if is medical card, disability, critical illnesses or life insurance, rest assured to get the unbiased recommendation and implementation in your best interest!

My Licenses & Certifications

CMSRL

Capital Market Securities Representative's License (CMSRL)

by Securities Commissions (SC)

for the regulated activity of Financial Planning with FA Advisory Sdn Bhd


Does not represent any particular fund houses.

Hence, able to provides the unbiased recommendation that is in your best interest!

FAR

Bank Negara Malaysia Approved Financial Adviser's Representative (FAR)

with FA Advisory Sdn Bhd


Does not represent any particular insurance companies.

Hence, able to provides the unbiased recommendation that is in your best interest!

Shariah Registered Financial Planner (Shariah RFP)

Individual Member of Malaysian Financial Planning Council (MFPC)

Membership No: M30012221 

CERTIFIED FINANCIAL PLANNER®
CFPCERT TM Professional and Certified Member of Financial Planning Association of Malaysia (FPAM)
Membership No: C005430

Financial Roadmap

What Happy Clients Say

    Tools
    Education Calculator
    See how much children education can cost locally and abroad
    Insurance Calculator
    See how far your insurance is covering you right now

    Contact

    Tel: 016-4270233 / Email:
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