Whitman Independent Advisors
WeiHan Lai is an experienced professional with a diverse background in wealth management, business advisory, and financial planning. Currently serving as an Advisor at Whitman Independent Advisors since June 2020, WeiHan focuses on holistic wealth management, helping clients achieve financial freedom. Simultaneously, WeiHan has been a Principal Consultant at LTY Consultancy Services since January 2012, specializing in commercial and contract insurance, as well as business succession planning. In addition, WeiHan holds longstanding roles as a Wealth Planner at Prudential Assurance Malaysia Berhad and as an Estate Planning Specialist at Allianz. Previous experience includes project management at Enterprise Asia, regulatory assistance at CASBAA, and airline business planning at Transmile Air Services. WeiHan's educational background includes a Bachelor of Science in Physics from Universiti Malaya.
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Whitman Independent Advisors
Whitman Independent Advisors Sdn. Bhd. 200001023419 (526027-A) Whitman Independent Advisors was established in 2000 (4 years before financial planning license was introduced in Malaysia) by Yap Ming Hui with a bold vision to revolutionise the financial services industry by offering fee-charging financial planning services—an idea that was relatively unfamiliar at the time. Unlike conventional financial institutions that employ a one-size-fits-all product pushing approach which causes unnecessary financial wastage for consumers, Yap firmly believes in the value of holistic financial planning. This comprehensive approach offers an accurate assessment of an individual's financial situation and provides tailored solutions to help them achieve their desired financial outcomes. During its early years, Whitman primarily served high net worth clients, including influential PLC owners. However, a serendipitous encounter with a single mother in need of impartial financial guidance proved to be a transformative moment. This encounter served as a powerful catalyst for Whitman to expand its services and venture into the middle-class market. Yap saw an opportunity to shape a future where vast majority of Malaysians, guided by fee-charging financial planners, can avoid costly financial mistakes, capitalise on opportunities to optimise their hard-earned assets, and ultimately increase their likelihood of achieving financial freedom. Over the years, Yap has played an instrumental role in educating thousands of Malaysians about the importance of engaging a financial planner to optimise their financial wealth. Today, Whitman proudly stands as the leading fee-charging financial planning firm, overseeing more than RM4 billion of clients' wealth.