MYWEALTH ADVISORS · YOUR PARTNER FOR LIFE

Here for you.
For life.

Insurance, takaful and thoughtful guidance for the people and businesses that matter to you.

Million Dollar Agency
The nine members in the supplied MyWEALTH agency group photograph
Real people. Long-term relationships.Insurance & takaful agency

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Since 2003 · A relationship-led agencyKuala Lumpur · Serving clients nationwide
OUR COMMITMENT TO YOU

We are here after the policy is issued.

Questions do not stop when a policy starts. We help you understand your cover, keep it under review and find the next step when you need support.

Get to know MyWEALTH
WHAT WE HELP WITH

Protection for life.
Support along the way.

All our services
01 / YOU & YOUR FAMILY

Care for the people you love.

Life, medical, critical illness and takaful conversations that start with your priorities.

Personal & family protection
02 / YOUR BUSINESS

Keep the future in view.

Explore business protection, continuity needs and relevant specialist support.

Business protection
03 / YOUR LEGACY

Make your wishes known.

Discuss nominations, estate planning questions and appropriate professional referrals.

Estate & legacy guidance
CLAIMS & SERVICING

When things feel uncertain,
start with a conversation.

We help you understand the process, prepare the requested documents and follow up on the next steps.

Get claims guidance

Understand

Clarify the support needed and the insurer involved.

Prepare

Organise questions and documents for the appropriate channel.

Follow up

Keep track of requests and reference numbers.

Claim decisions remain with the insurer, subject to policy terms and assessment.

THE PEOPLE BEHIND MYWEALTH

Built on relationships.
Growing with purpose.

Founded by Wilson Tan in 2003, MyWEALTH brings client service and advisor development together.

Meet our advisors
WHAT GUIDES US

Connected guidance.
Leaders who grow together.

Our vision is a trusted, one-stop place for financial solutions. Our mission combines professional client guidance with the development of capable, responsible leaders.

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Our vision, mission & values
KNOWLEDGE CENTRE

A little clarity goes a long way.

English & Chinese guides
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A CAREER WITH PURPOSE

You will never walk alone.

Learn, practise and grow with a team that takes mentorship and professional development seriously.

Explore life at MyWEALTH
EXPLORE AT YOUR PACE

Advice in person.
Exploration online.

Discover selected insurance options through our digital exploration platform, MyInsure.my.

Explore MyInsure.my

Client experiences & service scenarios

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Let’s start a conversation.

Tell us what matters to you. We’ll help you find the next step.