Built on relationships.
Growing with purpose.
A shared commitment to the people who trust us, and the advisors who grow with us.
A small beginning.
A lasting commitment.
Wilson Tan founded MyWEALTH Advisors Sdn Bhd in July 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.
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.View Wilson’s profile
Do what you love.
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.
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.
Commitment
We stay committed to our clients, our team and the goals we set together.
Teamwork
We build trust and respect. We may differ in opinion, but not in direction. We welcome open discussion and brainstorming.
Think Big
We set goals that excite us, then find practical ways to achieve them.
Accountability
We take responsibility for our own progress and act proactively in every part of the business.
Work–Life Balance
We work hard, celebrate our progress and make time for life beyond work.
From a beginning to a broader vision.
Three consultants. One beginning.
Wilson Tan founded MyWEALTH with a focus on long-term relationships.
Developing our people.
A team serving individual and corporate clients nationwide, with leadership and professional development at its heart.
More connected services.
Client support, relevant professional referrals and digital exploration through MyInsure.my.
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.
Our network connects clients with qualified practitioners for will writing, trust creation, and comprehensive estate distribution.
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 allianceLet’s start a conversation.
Tell us what matters to you. We’ll help you find the next step.