Harveston Wealth Management

Harveston Wealth Management Approved Financial Adviser By Bank Negara Malaysia

Capital Market Services License By Securities Commission Malaysia

28/08/2026

🎉 WORK HARD. PLAY HARD. CELEBRATE HARDER! 🇭🇰

What an incredible journey at the *IDA Conference in Hong Kong!*

🏆 A huge *CONGRATULATIONS to all our awardees!* Your achievements are the result of your hard work, determination and commitment. You earned this moment — enjoy it! 👏🔥

But this trip was more than just about receiving awards. We came together to *learn, connect, exchange ideas and gain fresh inspiration* from the conference. We’re heading home with new knowledge, bigger goals and even more motivation for what’s ahead! 🚀

And of course… Hong Kong wouldn’t be complete without the MAKAN! 😋🥢🍜
Great food, great company, lots of laughter, unforgettable memories — we definitely knew how to enjoy ourselves! 😂🇭🇰

This is what we believe in:
💪 Work Hard.
📈 Grow Together.
✈️ Explore Together.
🎉 Play Hard!

Set your target. Chase it. Achieve it.
*Work hard today, and join us on the next adventure! 🌏✈️🏆*

RaiseTheBar

Discover how to make your wealth last for generations. Join us for 🏛️✨The Art of Wealth Continuity: Retirement, Successi...
10/08/2026

Discover how to make your wealth last for generations.

Join us for 🏛️✨The Art of Wealth Continuity: Retirement, Succession & Legacy Planning✨🏛️, where our legal and wealth planning experts will share practical insights on how to:

✅ Build, preserve, and enjoy your wealth during retirement
✅ Plan a smooth transfer of your assets to future generations
✅ Create harmony within your family through well-planned estate succession
✅ Create a lasting legacy that reflects your wishes
✅ Learn the secrets behind a company's 100-year legacy of success

Whether you're planning for retirement or thinking about your family's future, this session will equip you with valuable strategies to protect what matters most.

📩 Register with your Harveston Servicing Adviser and take the first step towards securing your legacy.

❤️ Your Heart Matters – Simple Steps Today, Stronger Tomorrow! ❤️Harveston is proud to collaborate with Great Eastern an...
03/08/2026

❤️ Your Heart Matters – Simple Steps Today, Stronger Tomorrow! ❤️

Harveston is proud to collaborate with Great Eastern and Institut Jantung Negara (IJN) to bring you a FREE Public Health Seminar featuring an IJN Cardiothoracic Specialist.

Learn how to better protect your heart and your financial well-being through insights on:

❤️ Cardiovascular & thoracic diseases
❤️ Early warning signs, treatment & prevention
❤️ Financial protection against critical illnesses

📅 Date: 15 August 2026 (Saturday)
🕑 Time: 2:00 PM – 4:00 PM (Registration starts at 1:30 PM)
📍 Venue: Auditorium, Ground Floor, Block B, Institut Jantung Negara (IJN)

Our CEO, Derick Tan, will also be sharing on the importance of critical illness coverage and financial protection.

✨ Join us to gain valuable health insights and take a step towards a healthier, more secure future.
Kindly register with your Harveston Servicing Adviser 👩🏻‍💻

30/07/2026

✨ JULY Gather Together✨

Another month, another meaningful gathering! 💙

Filled with laughter, inspiring sharing sessions, and valuable learning moments, July reminded us that we grow stronger when we learn and succeed together.

Congratulations to our Top 3 Achievers on your outstanding accomplishments! 🏆 Your dedication continues to inspire us all.

Here's to celebrating every milestone and reaching even greater heights together. 🚀
Harveston Advisers, Raise The Bar! 💪

We're proud to have partnered with Maxis for our **Financial Awareness Workshop Series - Future Ready Life**, bringing p...
27/07/2026

We're proud to have partnered with Maxis for our **Financial Awareness Workshop Series - Future Ready Life**, bringing practical financial knowledge closer to the community.

Our advisers had the opportunity to share valuable insights and engage with the public through financial health surveys, helping more Malaysians take the first step towards better financial planning.

A big thank you to Maxis for this meaningful collaboration. We look forward to continuing our mission of creating greater financial awareness, one conversation at a time.

**What happens to your wealth after you've built it?**That was the key question we explored during our ✨**The Art of Wea...
23/07/2026

**What happens to your wealth after you've built it?**

That was the key question we explored during our ✨**The Art of Wealth Continuity: Retirement, Succession & Legacy Planning**✨ event in Penang.

The session highlighted several important insights:
✅ Retirement planning is about ensuring your income can support the lifestyle you envision—even as living and healthcare costs rise.
✅ Succession planning helps transfer your wealth and assets efficiently, reducing potential family conflicts and legal complications.
✅ Legacy planning goes beyond writing a will—it involves protecting your assets, expressing your wishes, and creating a lasting financial foundation for future generations.

Because true financial success isn't just about building wealth—it's about preserving it, protecting it, and passing it on with purpose.

A heartfelt thank you to everyone who joined us.
We look forward to welcoming you to our next client session! 😊

Businesses today face increasingly sophisticated cyber threats that require more than just strong IT security.The event ...
20/07/2026

Businesses today face increasingly sophisticated cyber threats that require more than just strong IT security.

The event brought together experts from Harveston Wealth Management, InfiniteX, and Lenovo, who shared practical insights on cyber governance, cybersecurity solutions, and cyber risk management.

A key takeaway from the session was building cyber resilience requires a holistic approach—combining good governance, robust cybersecurity measures, and Cyber Insurance to help businesses recover from financial losses and operational disruptions when cyber incidents occur.

📩 Is your business adequately protected against cyber risks? Speak to Harveston today for a Cyber Insurance & Cyber Risk Assessment and discover how to strengthen your business resilience.

📜 ."Troublesome Without Will !" Workshop – Sungai Buloh Branch.Thank you to everyone who attended our workshop: 🧑🏻‍⚖️未立遗...
13/07/2026

📜 ."Troublesome Without Will !" Workshop – Sungai Buloh Branch.

Thank you to everyone who attended our workshop: 🧑🏻‍⚖️未立遗嘱 麻烦多多！held at our Sungai Buloh branches.✨

Many people believe that a will is only about distributing assets, but it is so much more than that. A properly prepared will protects your loved ones, ensures your wishes are respected, and helps avoid unnecessary legal procedures, family disputes, and complications in estate distribution.

✨ A will is not just about protecting your assets—it is about protecting the people you love.

We look forward to welcoming you to our future workshops, and we hope the knowledge shared inspires you to take the first step toward securing your family's future.

09/07/2026

✨Recap - June Gather Together ✨

In conjunction with Father's Day, we gave our advisers a fun challenge — draw their father's face without looking at a photo! The results? Some masterpieces... some masterpieces only a father could recognise. 😂

But this wasn't about who could draw the best. It was a light-hearted reminder that while we're busy building careers and chasing goals, let's not forget the people who helped shape us into who we are today.

We also celebrated June birthdays, wishing all June-born teammates happiness, good health, and continued success. 🎂✨

Congratulations once again to our TOP 3 achievers for your outstanding performance and dedication — your hard work truly inspires the team! 🏆👏

May this month bring even more reasons to celebrate, appreciate, and grow together as one team. 🌟

Harveston Advisers, Raise The Bar! 💪

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Shah Alam

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Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

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