Yolanda Tan, CFP

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Wilayah Persekutuan Kuala Lumpur - Bukit Bintang


VKA Wealth Planners Sdn. Bhd.

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Range of fee

from RM500 up to RM6,000

About Yolanda Tan, CFP

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 continuously work closely with individuals, families and business owners to
customise and implement goal based financial strategies. 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.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family),
Child Tertiary Education Planning (securing your children's education),
Retirement Planning (pre and post retirement planning, management of retirement fund),
Estate Planning (timely wealth distribution),
General Accumulation / Emergency Money (management of savings for other use)

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