ABOUT MYWEALTH

Built on relationships.
Growing with purpose.

A shared commitment to the people who trust us, and the advisors who grow with us.

FROM THREE CONSULTANTS

A small beginning.
A lasting commitment.

Wilson Tan founded MyWEALTH Advisors Sdn Bhd in 2003 with three consultants. The agency began with a belief that good advice is only the start of a lasting relationship.

Today, our work spans insurance, takaful, business protection, estate planning guidance and advisor development. We help clients understand their choices and keep the conversation going as life changes.

Proposed founding date: 12 July 2003. Exact date awaiting final confirmation.

5Agency Directors
50Life Planners
5,000+Clients served nationwide

Agency-supplied figures for this review. As-of date: [to confirm]. Final sign-off required before publication.

Our commitment to ongoing service
The MyWEALTH agency team in the supplied group photograph
FOUNDER & AGENCY MANAGER

Wilson Tan

Founder & Director
MyWEALTH Advisors Sdn Bhd

Lead with purpose.
Stay close to people.

Wilson’s work brings together insurance, takaful, business protection, estate planning and advisor development. He believes that professional knowledge matters most when it helps someone understand their next step.

From the agency’s first three consultants, he has continued to focus on developing people who take responsibility for their progress and their service to clients.

Love what you do.
Do what you love.
View Wilson’s profile

Founder portrait placement will follow your confirmation of the supplied photo identities.

OUR VISION

One connected place
for guidance.

To be a trusted, one-stop financial solutions provider, connecting clients with relevant financial and professional specialists and making services easier to explore through digital platforms.

OUR MISSION

Serve with care.
Grow leaders together.

To guide individuals, families and businesses with professional advice and ongoing support, while developing every agency member through learning, teamwork and a supportive network. We believe every member can grow into a leader.

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OUR JOURNEY

From a beginning to a broader vision.

2003

Three consultants. One beginning.

Wilson Tan founded MyWEALTH with a focus on long-term relationships.

Growth

Developing our people.

A team serving individual and corporate clients nationwide, with leadership and professional development at its heart.

Today

More connected services.

Client support, relevant professional referrals and digital exploration through MyInsure.my.

PROFESSIONAL CONNECTIONS

The right expertise,
when it matters.

Our vision includes collaboration with estate planning providers, lawyers and accountants. Where specialist input is needed, we help identify the right conversation and clarify the scope of support.

Named estate-planning provider relationships will be added after their wording and status are confirmed.

STRATEGIC ALLIANCE

Learning within a wider network.

Our strategic alliance with Super Group connects our agency with a broader community focused on learning and advisor development.

Discover our Super Group alliance
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Let’s start a conversation.

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