Joan Tan is a certified Wealth Advisor accredited by Bank Negara and a skilled independent IT educator and trainer. With her expertise in will writing and financial tools, she provides invaluable guidance on wealth inheritance and accumulation. Joan’s proficiency in leveraging various financial instruments helps clients effectively manage and grow their assets.

In addition to her financial acumen, Joan is passionate about integrating IT skills to support her clients. She excels in transitioning offline businesses to the online realm, helping them adapt and thrive in the digital age. Joan’s philosophy, “sharing is caring,” drives her commitment to empowering others, and she takes great satisfaction in assisting people to achieve their goals.