Yovi Tan
Partner
About Yovi
Yovi Tan is a Certified Financial Planner (CFP), and both a Shariah and Non-Shariah Registered Financial Planner at Holborn Assets. With over 12 years of experience in banking and finance, she is passionate about helping individuals craft tailored financial solutions in the areas of wealth management, retirement planning, and insurance planning.
Yovi takes a comprehensive, goal-centered approach to financial planning, always focusing on each client’s unique needs and circumstances. Her expertise lies in estate planning, and she is a proud member of the Society of Trust and Estate Practitioners (STEP). She has earned recognition from trustees both in Malaysia and abroad for her professionalism and insight in muslim and non muslim estate planning.
Yovi actively involves in helping clients navigate their financial journey, citizenship and achieve long-term financial goals especially in retirement planning is not just her profession, but her passion.
