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Who We Are

A Leading Community for Estate Planners & Advisors

Journey of Impact:
MWTA's Milestones Established in 2021, MWTA has swiftly embarked on a remarkable journey marked by significant milestones. In this short time, we've organized over 70 insightful online talks during the MCO, reaching and educating a diverse audience.

Collaborating with the Centre for Corporate and Community Development of Universiti Tunku Abdul Rahman, we successfully launched an education course, solidifying our commitment to knowledge dissemination. Notably, we gained media attention by sharing statistics on Malaysia's unclaimed money, contributing to meaningful public discourse.

These achievements in such a brief period underscore our dedication to making a positive impact and fostering a more informed and engaged community.

Our Mission

In partnership with members and related organisations, MWTA strives to cultivate awareness about the paramount importance of Will and Trust in Estate Planning. Together, let's build a future where every adult achieves peace and harmony within their family through proper estate planning.

Our Vision

Envisioning a world where every adult secures their legacy through proper Estate Planning, fostering peace and harmony within their families.

A Leading Community for Estate Planners & Advisors

Journey of Impact:
MWTA's Milestones Established in 2021, MWTA has swiftly embarked on a remarkable journey marked by significant milestones. In this short time, we've organized over 70 insightful online talks during the MCO, reaching and educating a diverse audience.

Collaborating with the Centre for Corporate and Community Development of Universiti Tunku Abdul Rahman, we successfully launched an education course, solidifying our commitment to knowledge dissemination. Notably, we gained media attention by sharing statistics on Malaysia's unclaimed money, contributing to meaningful public discourse.

These achievements in such a brief period underscore our dedication to making a positive impact and fostering a more informed and engaged community.

Our Mission

In partnership with members and related organisations, MWTA strives to cultivate awareness about the paramount importance of Will and Trust in Estate Planning. Together, let's build a future where every adult achieves peace and harmony within their family through proper estate planning.

Our Vision

Envisioning a world where every adult secures their legacy through proper Estate Planning, fostering peace and harmony within their families.

Our History

2016

Establishment of MWTA

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

2016

Establishment of MWTA

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

2016

Establishment of MWTA

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

2016

Establishment of MWTA

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Meet The Committee

Meet our dynamic committee members driving vision and fostering community. From diverse backgrounds, they unite to shape our mission and create impactful experiences. Get to know the faces behind our success and join us on our journey.

Dato' Chua Meng Min, President

PhD and MBA holder, an accomplished professional with over 30 years of experience in life insurance industry, reputable coach for life insurance leaders and agents, promoted trust in life insurance to the public, author of 6 books on life insurance agency management, best sought-after speaker at industry events in Asia, Chief Executive Officer and Co-founder of Pisteuo Group.

Elsie Loo, Vice-President

Recognized as a top-performing insurance leader for over two decades, known for exceptional business experience. Also highly regarded as a coach and mentor within trust and insurance industry, Chief Sales Officer and Co-founder of Pisteuo Group.

Kathryn Khoo, Treasurer

A highly successful entrepreneur, extensive experience in Estate Planning industry for close to a decade, top performing leader with proven record-breaking sales in Insurance industry for 15 years, Chief Operating Officer and Co-Founder of Pisteuo Group.

Thomas Chin, Secretary

Completed his L.L.B. at University of Liverpool. Fellow member of AcIarb, UK. Thomas practices general litigation, corporate advisory, international trader advisory and arbitration. Currently appointed a General Legal Counsel of Junior Chamber International in KL and Honorary Advisor for China-ASEAN Legal Cooperation Center in Nanning, China.

Sirwin Ooi, Committee Member

Completed L. L. B. in Northern University Malaysia and MBA (Finance) in UKM, he has extensive years of experience and knowledge on area of law such as civil litigation, banking litigation and corporate advisory. He is currently one of the partners in KLCO.

Tan Chew Yean, Committee Member

Entrepreneur in Financial Industry and leader of Premier Life Planning for 10 years with great experience in mortgage and wealth management sector. She is a Registered Financial Planner (RFP), GAMA, ELM and FLM certified.

Dato Dr Siva Ananthan, Honorary Member

Renowned speaker, corporate strategist and legal expert. Dato' Dr Siva Ananthan is the Deputy Executive Chairman of GV Corporate Advisory Sdn Bhd focusing on corporate advisory, consulting and training business with strong network of associates and contacts globally.

Corporate Members

Honorary Members

Experiences that Matters

Join a committee led by professionals with over 10 years of invaluable experience in the Estate Planning industry. Benefit from their insights and be part of a community committed to excellence.

Experiences that Matters

Join a committee led by professionals with over 10 years of invaluable experience in the Estate Planning industry. Benefit from their insights and be part of a community committed to excellence.