Shane Tan-Financial Planner CFP

30/09/2026

You’ve planned for your business to grow. Have you planned for it to carry on without you? 🤍

Swipe through and save this for a conversation worth having.

29/09/2026

A RM5.3 million property going for auction caught everyone’s attention, but there’s a bigger lesson behind the headline.

Owning valuable assets is one thing. Making sure your family can manage and receive them properly is another.

🏠 Want my “Property Legacy Checklist”?
Comment “LEGACY” below and I’ll send it to you.

18/09/2026

Before “let’s build this together” becomes “I quit.”

Swipe through for 3 things to agree on—and save this for your next partner conversation.

Have you plan for your business succession plan?

15/09/2026

What people see vs what I am actually doing.

13/09/2026

Malaysia SME bosses!! Have you ever think of this: If your business partner passed away, what happens to their shares?

10/09/2026

08/09/2026

🥮 MID-AUTUMN MOONCAKE GIVEAWAY! 🌕

This Mid-Autumn, I want to do something special for the people who have supported me throughout my journey. 🤎

Without your trust and support, there wouldn’t be the Shane I am today. So I’m giving away 2 sets of Mid-Autumn Mooncake Gift Sets to my existing clients! 🥰

✨ This giveaway is exclusively for Shane’s clients! Whether we connected through Unit Trust, Insurance, Business Succession / Group Insurance, or Legacy Planning (Will & Trust) — you’re part of my client family and you’re welcome to join! 🤎

How to join:

1️⃣ DM me privately and tell me:
💬 Why did you choose Shane as your financial planner?
OR share one experience with me that left an impression on you.

2️⃣ Share this Reel/post to your Instagram Story & follow Shane | CFP® Financial Planner

3️⃣ And you’re in! ✨

🥮 2 winners | 1 set each
📅 Participating period: 8/9 – 15/9
📣 Winner announcement: 16/9

No need to be formal or say nice things on purpose 😂 Just share your genuine experience. I’d really love to hear it. 🤍

月圆人团圆，感恩有你。🌕
Thank you for being part of my journey. 🫶🏻

#中秋节 #月饼礼盒

26/08/2026

🎉 118 Years of Trust, 11.8% Cashback! 🦁❤️

To celebrate Great Eastern’s 118th Anniversary, enjoy a one-time 11.8% cashback on your annual insurance premium this August!

A little thank you for the trust, a little more reward for you. ❤️

📩 DM me to find out more!

25/08/2026

选择对了，努力才有意义 ✨
正在寻找跟我同频的姐妹👭
✅愿意一起向着目标拼命奋斗 📈
✅也愿意在努力过后好好享受生活 ☕️🍰

如果你也觉得生活不该只有一种可能、不甘于现状，想用业余时间探索一份额外收入，欢迎DM我一起探讨更多的机会哦

#马来西亚女性 #爱自己 #女性创业 #同频姐妹 #一起变优秀

28/02/2026

2026 CNY Chu 12.
While the festive mood is still in the air, today my team and I chose to celebrate in a quieter, more meaningful way.

We spent the day buying and sending daily necessities to an OKU home — simple items like food, toiletries, and essentials that many of us take for granted. There were no grand decorations, no loud laughter, just sincere conversations, warm smiles, and grateful hearts.

As we handed over the supplies, I couldn’t help but feel humbled. What may seem small to us can mean so much to someone else. In their smiles, I saw resilience. In their gratitude, I felt a reminder — that true prosperity is not measured by what we own, but by what we are willing to give.

Chinese New Year is about blessings, reunion, and abundance. Today, I realized that the greatest blessing is having the ability to bless others. The most meaningful reunion is when hearts connect beyond differences. And the truest abundance is kindness shared.

I’m deeply grateful for a team that believes success is not just about targets and achievements, but about impact and compassion. Thank you for walking this journey together — not only building careers, but building values.

My heart is full. 🤍
May we continue to grow, give, and become a light in someone else’s life.