Life Protection · Estate Planning

Spotting the gaps in your family's finances, before they matter most. Tai Yen Fei · Life & Estate Planning Consultant

Great Eastern Life consultant, MFPC Associate Registered Financial Planner, and RHB Trustees Estate Planner. After 30 years in IT and networking, I now bring the same rigour to every family's financial review.
Ten years ago, my mother-in-law was diagnosed with Alzheimer's and lost the ability to care for herself. A TPD claim on her life policy funded her care afterwards — and that was the moment I truly understood what insurance is for.
30 Years
in IT
Tai Yen Fei at his office
Merchant Square, Petaling Jaya
Origin

Why I became a financial protection consultant

That claim taught me — life insurance doesn't buy peace of mind, it buys time and choices.

A lesson from ten years ago

Ten years ago, my mother-in-law was diagnosed with Alzheimer's disease. She went from managing daily life on her own to needing full-time care within a very short time. A friend working in insurance helped us file a TPD (Total and Permanent Disability) claim on her life policy, and that payout funded her care in the years that followed.

2019 — Joining Great Eastern Life

That experience is why my wife and I joined Great Eastern Life together in 2019, becoming financial protection consultants. By then I already had nearly 30 years of experience in IT and networking — analysing problems carefully and finding gaps systematically was second nature to me, and it's the same approach I now bring to every family's financial review.

2015

My mother-in-law was diagnosed with Alzheimer's

A TPD claim on her life policy was what first showed me what insurance really means for a family.

2019

Joined Great Eastern Life with my wife

Became a Great Eastern Life consultant and began building a systematic foundation in insurance and financial planning.

2022

Qualified as an RHB Trustees Estate Planner

Focused on will writing, will custody, executor and trustee services — helping clients plan the full picture of what happens to their assets.

Today

Still learning, still sharing

Continuing to attend hospital seminars and international insurance conferences, and sharing bite-sized knowledge on Facebook, Xiaohongshu and Instagram.

Credentials

Three professional roles, one goal: see the risk clearly

Insurance protection, financial planning and estate planning are three pieces of the same financial health check — none of them optional.

01 · SINCE 2019

Great Eastern Life Consultant

Great Eastern Life Assurance

Helping families plan life, medical and child protection, reviewing existing policies and identifying coverage gaps.

02 · MFPC

Associate Registered Financial Planner

Malaysian Financial Planning Council

Holds the MFPC Associate RFP qualification, bringing a fuller financial-planning lens to protection needs.

03 · SINCE 2022

RHB Estate Planner

Estate Planner, RHB Trustees Berhad

Helping clients understand estate planning and the legal side of wills.

  • Will writing services (conventional and Islamic)
  • Will custody services
  • Professional executor services
  • Private trustee services
Ongoing Learning

Learning from hospitals, and from the world

Our agency is regularly invited to seminars at major hospitals to learn about the latest treatments and equipment, and we attend the World Chinese Insurance Congress to exchange ideas with professionals from around the world.

Giving Back

Beyond protection, passing on a little more care

Our agency regularly brings members and clients together for family activities, such as beach clean-ups, and organises annual charity drives supporting elderly homes, orphanages and people with disabilities.

Services

From protection to planning to legacy — in one view

My goal is to help every family understand its financial blind spots through proper analysis, so it can plan and act early.

01

Life & Medical Protection Planning

Reviewing existing policies and gaps, then designing a life, medical and child protection plan suited to your family.

02

Estate & Trust Planning

Will writing (conventional and Islamic), will custody, professional executor and private trustee services.

  • Also available via SmartWills for a DIY will-writing option
03

Family Financial Health Check

A full review of protection, savings and legacy planning — identifying gaps and proposing a plan to close them.

Online

Find me online too

Over the years, many people have also found and consulted me through the Lowyat and Cari forums. I'm still active on Facebook, Xiaohongshu and Instagram, regularly sharing short videos on financial and insurance basics.
Start Your Financial Health Check

Find the gaps early. Plan ahead of them.

Whether it's protection planning, will writing, or simply understanding where your family stands, feel free to reach out on WhatsApp for a no-obligation conversation.