Michelle Wan | Registered Financial Planner in Melaka
You know your business. Let's look at the bigger picture together.
You’ve worked hard to build your business and provide for your family.
Along the way, you’ve probably arranged insurance, savings and investments. But have you ever taken a moment to see how everything fits together?
That’s where I come in.
We look at what you already have, talk about things you may not have considered, and work out what matters most to you and your family.
Michelle Wan | Registered Financial Planner in Melaka
Does This Sound Familiar?
I've already got insurance, savings and property.
Have you ever taken a moment to check whether all these arrangements still work well together for you and your family?
I'll sell my business when I retire.
What if you can’t find a buyer when you’re ready? Have you thought about how you’ll support your retirement while waiting?
I'm too busy running my business right now.
Your business needs your attention. But what about the plans you’ve been putting off? Sometimes, starting small is enough to get things moving.
You Know Your Business. A Second Perspective Can Make a Difference.
Running a business takes a lot of your time and attention. And you probably know how to manage your money quite well.
But sometimes, when we’re busy dealing with what’s in front of us, we may overlook something important.
That’s where having another perspective can make a difference.
My role isn’t to tell you how to run your business or make decisions for you. It’s to bring up things you may not have considered, explore your options together, and work out what makes sense for you and your family.
A Fresh Perspective
Sometimes, another pair of eyes can spot something you’ve overlooked.
Professional Guidance
We look at your options, consider what could go wrong, and work out what matters most.
We Work Together
You decide where you want to go. We discuss how to get there, one step at a time.
We Stay in Touch
We review your financial arrangements every year. And when something important changes in your family or business, we sit down again to see what needs adjusting.
Life Changes. So Do Your Family's Financial Needs.
As your business grows, your family changes and retirement gets closer, the things you need to think about will change too.
Some plans may already be in place. Others may need a closer look.
The important thing is knowing where you stand today, what you want for your family’s future, and what you may need to prepare along the way.
01 - Building Your Future
Growing your business, raising a family and managing everyday responsibilities.
02 - Preparing for Change
Getting ready for retirement, stepping back from work and passing on responsibilities.
03 - Looking After Your Family's Future
Planning for later life, caring for loved ones and making things easier for the family you leave behind.
How We Work Together
You don’t have to sort everything out at once.
We start by understanding where you are today, what matters most to you and your family, and what you hope to achieve.
Then we work out what needs attention first and take things one step at a time, at a pace that makes sense for you.
01 - We Start With a Conversation
We talk about your family, your business, what you’ve already arranged, and what you hope to achieve in the coming years.
02 - We Look at the Bigger Picture
We go through what you already have, look for anything that may have been overlooked, and discuss which areas deserve your attention first.
03 - We Take Action Together
We agree on what to work on first and take things step by step, based on your needs, priorities and what you can comfortably afford.
04 - We Keep in Touch
We review your financial arrangements every year. And when something important changes in your family or business, we sit down again to see what needs adjusting.
Let's Talk About What Matters to You.
You don’t need to have everything figured out before we meet.
Whether you’re thinking about your family’s future, your retirement, or how your business fits into your plans, we can start with a simple conversation.