2025 Milestone & Achievements

FinAdvisors – 2024 Milestone & Achievements

A look back at our key milestones and achievements throughout 2024. This year brought growth, new client successes, and meaningful progress for our team.

2024 Highlights include:
• Continued dedication to client financial goals
• Team expansion and service enhancements
• Strengthened partnerships and community trust

Thank you to our clients, partners, and team members for making 2024 a memorable year. Your support drives us forward.

Here’s to an even brighter 2025 ahead.

#FinAdvisors #Milestones #Achievements #2024Review #FinancialAdvisory

Published By:

Jacky Tan 陈奕綸

I’m a Licensed Financial Planner and Chartered Wealth Advisor (CWA®), regulated by Bank Negara Malaysia and the Securities Commission. For over 16 years, I’ve helped high-net-worth individuals, families, and businesses navigate the full journey of wealth.

What I do differently: I don’t just sell products. I architect complete financial strategies across three dimensions:

Grow Wealth – High-yield portfolios and money market strategies that accelerate capital growth
Protect Wealth – Corporate and personal risk frameworks with bespoke insurance structures
Transfer Wealth – Legacy and succession planning that honors your vision
The numbers: I currently advise on over RM300 million in Assets Under Advisory (AUA).

My promise: Institutional-grade advice delivered with personal attention. Because your wealth deserves more than a transaction, it deserves a strategy.

📌 Open to collaboration with fellow professionals and select clients.

You’re welcome to contact me – [Click to Connect]

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