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Yolanda Tan

CFP

Location

Kuala Lumpur, Selangor

Spoken Language

English, Bahasa Malaysia, Chinese, Cantonese

License

Financial Adviser’s Representative (FAR)

Capital Market Services Representative License (CMSRL)

About Yolanda Tan

It has been my life’s calling to help people from all walks of life to plan their financial path forward. For over a decade, I have worked with individuals, families and business owners to customise and implement goal based financial strategies through tailored and client-centered approach. My consistent client-centred approach to assist my clients by giving them practical advise to their financial planning have resulted in many satisfied clients. Whether you are looking for building wealth for a secure retirement, medical insurance plan for medical and hospitalization treatments, protections for covering your own assets, planning for your child’s education, saving for your first home, or estate planning strategies you will never find another financial advisor who will take more of a personal interest in your financial future patiently or will do more to help you achieve your financial goals than me.

I earned a Bachelor of Business degree in Marketing from University of Southern Queensland Australia and have been a Certified Financial Planner since joining VKA. Prior to my degree of study, I used to work in luxury fashion retail and banking and insurance industry. Valuing the importance of life-long learning, I would always participate in multiple seminars and courses to keep adreast of the financial advisory field to stay relevant in my advise to my clients.

I look forward to working with you and helping you reach your financial planning goals. Kindly contact me to schedule your appointment if you want to know more about it.

Specialises In

Retirement Planning
Investment Planning
Insurance & Risk Management
Estate Planning & Trust Solutions
Children Education Planning
Fee-Based Financial Planning

Number of Clients Advised

Years of Experience

Client Testimonials

I met Yolanda while she was attending to insurance matters at my workplace. She was already handling some insurance for the company as well as one of our colleagues. Today, many years on, she not only manages all the company's policies, but my own portfolios as well. Her enthusiasm, patience, and vast knowledge of products makes me feel at ease as she meticulously tailors options that suit my needs. Her explanations are clear, allowing me to understand and compare what's before me. Most of all, she has become my reliable source whenever there are questions regarding insurance and investment. I have no doubt I am in safe hands. Thank you, Yolanda.

Yolanda has demonstrated high level of professionalism in handling my investments and also insurance covers. She always possesses up to-date knowledge about the fund/equity markets, risks and recommend type of investments that suite my needs. Her knowledge of the insurance industry is also commendable. My recent experiences in an insurance claim have been more than pleasant with her assistance in dealing with the insurance company and hospital in getting the required documentation. She is sincere and very trustworthy is assisting me in my investment and/or insurance cover. Lastly, I would like to express my appreciation for her great efforts in all these years and more years to come.

Passionate, knowledgeable, and genuine interest in achieving the best for her clients, she often actively discusses new approaches and strategies with clients based on the latest market direction, making it a refreshing experience to work with her and truly making her a professional Financial Adviser. I am glad to recommend her services to anyone who wanting to achieve a better financial outcome.

Yolanda has been very attentive and responsive to my requests and enquiries about my investments and insurance. Beside giving me a better understanding of the insurance and investments I had previously bought, she also advised me on other better alternatives. Yolanda is also very proactive in bringing to my consideration various investment opportunities supported by analysis for my review. She is always patient in her explanation of the investment and insurance proposals and I can see her sincerity in helping me make good choices rather than just pushing for certain products to meet her KPIs. Yolanda, thanks so much for all you have done for me.

Yolanda Tan is definitely one of the sincere and truthful financial advisors who can assist you with your insurance or investment. I have met many sales or agent from face to face to telemarketing. People can be aggressive, pushing very hard to influence you to sign up for their product; people can be goal oriented, rushing and focus on the sign up rate; people can be overpromising, conveying confusing message make you believe what you wanted to believe. Yolanda Tan is different and she demonstrates high level professionalism in assisting your financial planning. She comes with a pure intention to understand your need, present her recommended choice and free and easy to clear your doubt while you try to make decision. She has good organisation on presenting the product with clear explanation. She understand my main concern very well and advice me with options for comparison. This is really good for me as it makes things clear and I don’t have to guess for hidden risk or information. She would answer straight to your question and present document which may support the answer, showing that she understands her product very well and being truthful and transparent to the client. It may be only a small case on my side, but I can observe her strong sense of responsibility to follow up with the status and being transparent with the cons and feedback to me. I trust Yolanda Tan as my long term financial adviser and I am glad to recommend her service to anyone out there who needs financial advice. Try and ask her for advice and you will be surprise how much she can help you.

Yolanda is very attentive and patient with her job. She will constantly update me on the market and my investment. She will attend to my call/message/request anytime, anywhere. I feel extremely comfortable dealing with her. Keep it up!

Yolanda has been very helpful as our insurance advisor, especially assisted us in choosing better alternatives for our daughter’s medical plan due to financial struggle. She is attentive and responsive to our enquiries and is always patient in explaining insurance policies and terms.

Yolanda had been very professional, attentive, and patient with me for the longest time. Very detail in explaining and exploring different investment opportunity with me with so many tools and information provided. Wide range of products, services to choose from, and good product knowledge. A good and attentive adviser to go along with!

A professional financial planner advisor who educates me about financial products, tax advantages, and insurance options to help me build and protect wealth. She is responsible, friendly and always makes an effort to keep in touch with me every now and then. I am really satisfied with her extraordinary service. Thank you so much and I greatly appreciate your efforts.

Yolanda is very welcoming and professional. She works with integrity and always puts her clients' interests first. I have been more than happy with the results. Thank you, Yolanda, for all your support.

Yolanda Tan

Location

Spoken Language

License

About Yolanda Tan

Specialises In

Client Testimonials

Contact Yolanda Tan

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