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Florence Tan Shu Qi

With a client-centric and personalized approach, I’m passionate about helping individuals and families make confident, impactful financial decisions at every stage of life.

My core expertise lies in insurance, trust, and will planning — ensuring clients safeguard their wealth today and transfer it seamlessly to the next generation. I also specialize in the Premium Funding Method (PFM), enabling clients to leverage limited cash flow into substantial wealth protection and legacy planning.

I’ve had the privilege to:

Serve as a Committee Member of MWTA (Malaysia Will & Trust Association)

Support my company in achieving over RM1.6 billion in trust assets since 2024, a milestone built on client trust and proven results.

Whether you’re planning for financial security or building a lasting legacy, I’d be honored to be your trusted partner. Let’s connect and create something meaningful—together.

以客户为中心的理念，我热衷于帮助个人与家庭在生命的每个阶段，做出自信且有影响力的财务决策。

我的专业领域涵盖保险、信托与遗嘱规划 —— 确保客户不仅守护当下的财富，也能顺利将资产传承至下一代。同时，我专注于保费融资方案 (PFM)，协助客户把有限的现金流，放大成可观的财富保障与传承。

我曾有幸：

担任马来西亚遗嘱与信托协会 (MWTA) 委员会成员

协助公司自 2024 年以来，成功达成累计信托资产超过 RM16 亿的里程碑

无论您正在规划财务安全，还是打造长远的家族传承，我都愿成为您值得信赖的伙伴。让我们一起，共创有意义的未来。

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Knowledge

The Importance of Diversification in Wealth Growth

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Knowledge

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