Real people.
Personal guidance.
Experienced leadership and dedicated advisors committed to protecting what matters most to your family and business.
FOUNDER · DIRECTOR · AGENCY MANAGER
Wilson Tan
Love what you do.
Do what you love.
Growing people.
Supporting clients.
Wilson founded MyWEALTH Advisors in July 2003 with three consultants. Over more than two decades of dedicated practice, he has cultivated an agency culture focused on long-term client fiduciary care and advisor excellence.
His advisory practice spans comprehensive insurance, takaful, keyman and business protection, estate planning guidance, and leadership development. He believes in being there for clients through every milestone of life and equipping agency members with the knowledge and empathy to lead.
Languages: English, Bahasa Malaysia, Mandarin, Cantonese
Credentials: Associate Estate Planning Practitioner (AEPP®), Million Dollar Round Table (MDRT)
Dedicated to your long-term security.
Senior Wealth Advisor
Specializes in personal and family protection, medical portfolio restructuring, and children's education funds. Committed to helping families build enduring financial resilience across every stage of life.
Languages: English, Bahasa Malaysia, Mandarin
Focus: Personal & Family Wealth Advisory
Senior Wealth Specialist
Specializes in retirement income security, business succession strategies, and key person protection for corporate owners and executives. Provides tailored financial planning with institutional precision.
Languages: English, Bahasa Malaysia, Mandarin, Cantonese
Focus: Corporate & Retirement Advisory
Experience, with the details that matter.
AEPP® Designation
Associate Estate Planning Practitioner credentials, providing practical frameworks for wills, trusts, and intergenerational wealth preservation.
Will & Wasiat Advisory
Comprehensive estate planning and will-writing credentials in partnership with established corporate trustee institutions.
Industry Recognition
Honored through Million Dollar Round Table (MDRT), Million Dollar Agency awards, and continuous agency excellence recognition.
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Each advisor at MyWEALTH is dedicated to client-first fiduciary standards, transparent communication, and proactive servicing throughout your life journey.
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We provide structured mentorship, continuous licensing education, and a supportive team environment where ambitious advisors grow into industry leaders.
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