Johor Bahru · Kuala Lumpur

Tan Wei Jie

陈伟杰 · Wealth Planner

I help young professionals in Johor and KL build their first real financial plan — protection, savings and legacy — without the jargon and without the hard sell.

Based in Johor Bahru · serving nationwide
Languages English · 中文 · Bahasa Malaysia
WhatsApp me
MWMC Wealth Planners · Est. 2007
8+
Years advising Malaysian families
300+
Individuals & families served
3×
MDRT qualifying member
My Story

Why I do this work.

In 2016 my father was hospitalised for three weeks. The bill was manageable; the six months he could not work were not. That was the year I stopped selling policies and started building plans.

A plan is not a product. I start with your cash flow, your dependants and your timeline, then work out what protection you actually need — often less than you were told.

Today I work mostly with professionals aged 25 to 45 in Johor Bahru and Kuala Lumpur, many of them first-time buyers who want to understand what they are signing.

The best plan is the one you still understand five years from now.

A few things about me

  • Born and raised in Johor Bahru
  • Runs the Sunday morning parkrun at Danga Bay
  • Reads two books a month, mostly non-fiction
  • Answers WhatsApp faster than email
How I Work

Four steps. No surprises.

01

We talk

A 30-minute call or coffee. I ask questions, you ask questions. No presentation, no product.

02

I map it out

I put your current position on one page — what is covered, what is exposed, what it would cost.

03

You decide

Two or three options, clearly priced. You take it home. I do not chase.

04

I stay on

Annual reviews, claims support, and a WhatsApp you can use when something changes.

Credentials

Licensed, and accountable.

2018
Registered Financial Planner (RFP) Malaysian Financial Planning Council
2021
MDRT Qualifying Member Million Dollar Round Table

Part of MWMC Wealth Planners

I practise under MWMC Wealth Planners, founded in Johor Bahru in 2007 with a second office in Kuala Lumpur. That means you are not relying on one person — behind me is a licensed firm, a compliance process, and a team that can step in on claims and servicing.

Allianz Great Eastern Tokio Marine Principal Rockwills Lonpac
Client Stories

In their words.

Wei Jie was the first agent who told me I was over-insured. He restructured my plan and I now pay less for better cover.
Amirul H. Software Engineer, 31 · Johor Bahru
We came in for a will and left with a full estate plan we actually understood.
Lim & Chong Business owners, 42 & 44 · Kuala Lumpur
Get Started

Let's have a conversation.

Tell me a little about your situation and I'll come back to you personally — usually the same day.

  • 30-minute session, completely free
  • No hard selling, ever
  • Online or in person, your choice
  • Your enquiry comes straight to me

Message Tan

I reply within one business day.

Prefer to chat? WhatsApp me directly.

Message received!

Thank you for reaching out — I'll get back to you within one business day.

If it's urgent, WhatsApp me at +60 12-345 6789.

WhatsApp