生命有终点 @ 爱无限守护

About Michelle Wan

I’m Michelle Wan, your family protector.

Armed with a Bachelor’s degree in Economics (Finance Economic) from UPM, I am a Registered Financial Planner (RFP) and Rockwills Estate Planner (REP).

My principle: Never pressure someone into purchasing insurance if that person yet understand the purpose having the insurance. 

 

As a Registered Financial Planner, my primary mission is to educate the public about how insurance can safeguard families against financial loss.

 

 Prevention is always better than cure!

 

 

The Reason Behind My Work

Insurance is not just a product; it’s a crucial safety net that might not be available even if you have plenty of money. You can only get insurance if you’re healthy and meet certain criteria, known as having an insurable interest.

The first step is to avoid spending our hard-earned money on unexpected expenses. No one can make a deal with fate, and life is full of surprises. 

Life is long and eventful, and unexpected events are a part of it.

Insurance acts as a financial tool for prevention, protection, and preservation of assets and well-being. It covers unexpected financial losses or the risk of losing your assets. The best way to handle these risks is through insurance, transferring the burden to the insurance company. If you don’t, you end up transferring the risk to your family and loved ones.

The money you set aside today builds a safety net, preparing you for the future. It’s about creating that safety net before you actually need it, like having an umbrella on a rainy day to keep yourself dry.

Insurance is vital during unforeseen events, shielding you from potential financial hardship. Acting before the need arises is crucial; waiting until you truly need it may be too late to secure protection.

This is the reason behind my work: to help people safeguard their financial future, ensuring they are prepared for life’s unexpected events. I am committed to helping you build that essential safety net, providing peace of mind and financial security for you and your loved ones.

I am committed to helping you Protect, Prevent, and Preserve your family wealth.

My Services

Optimised Insurance Solutions

Optimize Value | Ensure Security

Optimised Funding Solutions

Preserve Dignity | Enrich Life’s Latter Years

Wealth Preservation Solutions

Aspirations Passed On | Upholding Family Harmony

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