Never too late with a serious decision.
We Begin Right Here.
It all started with the thought of protecting more happiness throughout our generations. Our retirements will look great by living up on our own, not becoming an annoying old man but someone who loved by our next generations and want to spend times with.
But sadly, we all are not being taught with financial planning during our school day not even in the university. Many people have a big dream but failed badly due to a poor financial decision. How can we make a success? First thing in mind, choose what the most value to you, either interest or profitable. Otherwise, it must be something big enough to override your current job, are you looking for a completely take over on your own life and generating unlimited income?
Financial planning is one of the fundamental skill to live better and simpler. We want to help people get rid of money management through our professions and values, ultimately to achieve financial independence in their life journey. We build UI Wealth community so that everyone can take full charge of themselves and have extra for others.
Life is about the fulfilment and satisfaction, with values. We feel great when we empower ourselves and create values to others.
Our mission in the next 10 years.
5000
Policies
500
Millions Families
90's and 80's love UI Wealth Solutions on their wealth management philosophy "Always invest yourself before others."
A proper planning might not make you rich, but at least you have more controls and options when the bad day comes while a service advisor could grow together, send you a reminder on your goals, providing you professional recommendations to secure and grow your wealth when you're working hard in your career and life.
Christelle is a CERTIFIED FINANCIAL PLANNER™ and been 7 years in life insurance business, she is specialized in medical and healthcare products. She is good at analytical and a technical person, hence she earns a lot of corporate clients like engineers, accountants, managers etc.
We join your life journey, from daily cashflow management to protection planning, and workout the old days livings, lastly the day when you are leaving.
UI team is committed in your goals, we love to meet you and takes an extra miles from here.
.png)
Christelle Tan, CFP®
Founder of Ui Wealth Solutions
Unit Manager at Great Eastern Life Assurance (M) Berhad
Unit Trust Consultant at Public Mutual Berhad
Bachelor of Degree in Manufacturing Engineering (Honors)
Life Number Consultant
