Jor Yi Tan

Jor Yi Tan

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jor Yi Tan, Financial planner, 9-01 SHAMELIN BUSINESS CENTER, Jalan 4/91 TAMAN SHAMELIN PERKASA, Kuala Lumpur.

Living my best life now helping people to protect their wealth and to understand what they truly care about in life - what are the important things and who are the important persons they are trying to protect against all possible financial risks.

Photos from Jor Yi Tan's post 29/03/2025

Don’t Skip These Important Health Checks! 🩺✨ Yearly routines like the influenza vaccine and basic health screenings (blood & urine tests) can help you stay on top of your health.

Here’s how to claim them from your medical insurance in case of TL:DR! 👉

1. Log in to your AIA+ app
2. Look for “Submit Claims” on the landing screen
3. Select Individual Plans Claim
4. Select “Health Wallet” and “Health Screening / Vaccinations”
5. Enter the rest of the claim details requested
6. Upload all required documents
7. Enter your bank account details
8. Review all details you’ve entered and submit!

Claim amount will be credited into your bank account within 5-7 working days but some of my customers got it within 3 working days.

Photos from Jor Yi Tan's post 26/03/2025

Don’t look at the third hashtag.

Here’s a summary for you in case of TL:DR!

1. Log in to your AIA+ app
2. Look for “Wallet” on the landing screen
3. Check your Wallet Balance (press the eye icon to unhide)
4. Press Withdraw
5. Enter bank account details
6. Money will be credited into your bank account (might take up to 7 working days but some of my customers got it within 1 working day)
7. Coz you’re amazing just the way you are ❤️

Photos from Jor Yi Tan's post 20/03/2025

If you’re feeling guilty about procrastination, here’s what I’ve learned about how to make dreadful tasks more effortless.

We often get overwhelmed by everyday tasks (or in this case every year task - filing personal income tax) because we spend so much of mental energy thinking about the whole process to submit our entire personal income tax filing.

When completing a task = step 1, 2, 3, 4, 5, etc. and became too much for our brain to handle, we tend to procrastinate it.

What if we focus on, what is the first step to do right now? And just “Name The First Obvious Step”.

In order to file personal income tax, what is the first obvious step to take right now?

It could be accessing the LHDN mytax portal.. or opening your EA/CP58 form.. or downloading your insurance annual statement can also be it..

It is literally at your fingertips and more often than not, the next step will be clear and easy to accomplish after we have taken the first obvious step - “What Is The Next Obvious Step?”

Before you even realise it, you could have completed filing your personal income tax already.

If submitting your personal income tax is something you’d like to clear off your to-do-list asap but you keep on procrastinating, hope this guide helps!

And if there are more things that you’re procrastinating, hope the “Name The First Obvious Step” concept helps.

Here’s a summary for you in case of TL:DR!

1. Log in to your AIA+ app
2. Look for “Statements & Letters”
3. Make sure you’re at the “Policy Statements” tab
4. Select your name and year (of assessment)
5. You will be able to see all your AIA policies at a glance
6. Download and save to your drive/folder for future reference

Photos from Jor Yi Tan's post 27/02/2025

Income tax filing for YA2024 is coming your way! Here’s how you can easily view and download your AIA insurance annual statement just by using your mobile phone to get the amount claimable for your income tax relief so that you can enjoy the tax savings you’re entitled for!

08/10/2024

What’s your next move? 💼👊

Success isn’t just about hitting the gym or avoiding drama—it’s about elevating every part of your life. What are YOU working on to level up?

Tag a friend who’s on the same journey, and let’s keep pushing each other forward! 💼👊

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Location

Website

https://discover.aia.com.my/rsc/public-profile/w1fV6Wkz

Address


9-01 SHAMELIN BUSINESS CENTER, Jalan 4/91 TAMAN SHAMELIN PERKASA
Kuala Lumpur
56100

Opening Hours

Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 17:00
Sunday 09:00 - 17:00