PLAN EASILY,
LIVE DIFFERENTLY
About Us

Robert Tu

RFP, Shariah RFP, FChFP, ChLP, BIT
Location

Klang Valley, Penang, Ipoh, Malacca, Johor Bahru

Spoken Language

English, Chinese, Cantonese, Bahasa Malaysia

License

Financial Adviser’s Representative (FAR)

Islamic Financial Adviser’s Representative (IFAR)

Capital Market Services Representative License (CMSRL)

About Robert Tu

Robert’s professional journey is a testament to his adaptability and commitment to serving others. He holds a Bachelor’s Degree in IT from Charles Sturt University, Australia, and began his career as an IT executive. However, after just one year in the IT field, he realized his passion lay in helping people secure their financial futures. This led him to transition into the financial services sector as an Insurance agent and Unit Trust Consultant.

A few years into this role, Robert recognized the limitations of traditional financial advisory services. His desire to provide comprehensive and unbiased financial guidance inspired him to pursue higher qualifications. He made the pivotal decision to become a Licensed Financial Planner under the Securities Commission and a Financial Advisor approved by Bank Negara Malaysia. This transition allowed him to broaden his expertise and offer a wider range of financial planning solutions tailored to his clients’ specific needs.

Today, Robert stands as a financial planning expert with over 20 years of experience. His deep knowledge spans across insurance, investment, estate planning and holistic financial planning. Throughout his career, he has consistently focused on helping individuals and families make informed financial choices that align with their long-term goals.

Having successfully guided more than 500 young families and 2,000 individuals toward financial independence, Robert takes great pride in empowering his clients to achieve not just financial security but also time freedom, allowing them to live life on their terms.

Robert’s approach to financial planning is deeply client-centered. He believes that every financial decision should be informed and strategic, and he takes the time to ensure his clients understand the full scope of their options. Whether it’s through one-on-one consultations or financial education sessions, he ensures his clients feel confident and empowered without any pressure.

Beyond his technical expertise, Robert is known for his approachable and empathetic nature. He is always more than happy to engage in discussions about financial planning or related issues, providing clarity and insight without the sales-driven pressures that are often associated with the industry.

For Robert, financial planning is not just a career—it’s a mission to make a meaningful difference in the lives of those he serves.

Specialises In

0
Number of Clients Advised
0
Years of Experience

Client Testimonials

Achievements

photo_6091358945923940458_y
photo_6091358945923940457_y
photo_6091358945923940459_y
photo_6091358945923940456_x
photo_6091358945923940455_x
photo_6091358945923940454_y
VKA_AwardNight_173
VKA_AwardNight_132
VKA_AwardNight_203
1.8 Robert Tu
8.4 Robert Tu
1.11 Robert Tu
IMG_20220910_081113
Robert Tu Achievements (1)
Robert Tu Achievements (3)
Robert Tu Achievements (2)
photo_6091358945923940458_y
photo_6091358945923940457_y
photo_6091358945923940459_y
photo_6091358945923940456_x
photo_6091358945923940455_x
photo_6091358945923940454_y
VKA_AwardNight_173
VKA_AwardNight_132
VKA_AwardNight_203
1.8 Robert Tu
8.4 Robert Tu
1.11 Robert Tu
IMG_20220910_081113
Robert Tu Achievements (1)
Robert Tu Achievements (3)
Robert Tu Achievements (2)
Your Financial Bridge for Life