About Us

Who We Are

Your Preferred Wealth Management Adviser

License to Consult
At Harveston, we ensure that all our Financial Advisers are accredited and approved by the relevant governing bodies to give you, our clients, a peace of mind.

The House of Harveston is comprised of:

  • Approved Financial Advisers By Bank Negara Malaysia
  • Capital Market Services Licensed By Securities Commission Malaysia
  • Corporate Unit Trust Advisers (CUTA) & Corporate PRS Advisers (CPRA) By Federation of Investment Managers Malaysia

House of Harveston
Established since 2009, Harveston Capital Sdn Bhd is a holistic wealth management firm which owns Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. Both companies are approved by Bank Negara and Securities Commission Malaysia respectively.Over the past 15 years, we have provided wealth management services to individuals, families, and businesses. We continue to help clients achieve their life goals by providing independent, customised and integrated wealth management solutions, making us the preferred wealth management advisers for our clients.

Our Mission

To empower individuals, families, and businesses with the knowledge, guidance and tools to achieve financial independence through trusted advisory services that build sustainable wealth and long-term security.

Our Vision

To be Malaysia’s most trusted and recognized financial advisory group — nurturing a financially literate society where every individual is equipped to make informed decisions and build a confident future.

Our Core Values

Guiding Principles Behind Every Financial Journey

At Harveston, our core values define how we serve our clients and deliver impactful financial solutions. 

1. Independent Advice

  • Our advice is based on clients’ needs.
  • We represent our clients’ interests to seek the most suitable solutions.

2. Customised & Integrated Solutions

  • We implement customised solutions at the different stages of our clients’ lives.
  • We provide integrated multiple solutions to achieve our clients’ financial objectives.

3. Team-Based Approach

  • We serve our clients with a pool of expertise in various areas of Wealth Management Services.

4. Professionalism

  • Our advisers are qualified and well trained in all aspects of Wealth Management Services.
  • We uphold our practice standard by benchmarking the industry best practice.

Our Process

Step 1 - Client Exploratory and Engagement Process

Harveston adviser introduces to the client about the total wealth planning process, understands the client's needs and goals and explains how an adviser can help.

Step 2 - Fact finding and gather client information

Harveston adviser identifies client’s personal financial objectives, needs and priorities and gathers necessary information and documents from client to understand client current financial situation.

Step 3 - Analyzing client data, planning objectives, executive summary

Harveston adviser assesses information given by client with regard to client existing wealth planning and compares them to client's objectives, needs and priorities then customises and details the suitable strategies, products and services to help client meet financial goals in an executive summary.

Step 4 - Presentation of executive summary

Harveston adviser presents the recommendations and explains the supporting rationale in a way that allows the client to make an informed decision.

Step 5 - Solution implementation

Harveston adviser implements appropriate product(s) and service(s) that are consistent with the executive summary and recommendations accepted by the client.

Step 6 - On-going review and monitoring

Harveston adviser and client mutually define and agree on terms for reviewing and reevaluating client's financial situation especially when there are changes in life stage like marriage and birth of children so that adviser can determine if the recommendations are still appropriate and also monitors client's progress to make sure it stays on track.

Meet Our Founders

Visionaries Behind Harveston’s Growth

At the heart of Harveston is a team of dedicated founders who bring decades of experience, integrity, and leadership to the financial advisory industry. With a clear mission to empower Malaysians in achieving financial clarity and independence, our founders continue to shape the future of wealth management with professionalism and purpose.

Co-Founder & CEO

Derick Tan Kian Keong

Derick is a Registered Financial Planner (RFP), a Chartered Financial Practitioner (FChFP), and a Chartered Life Practitioner (ChLP). He is currently managing the entire Harveston Capital.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative (CMSRL) and by Bank Negara Malaysia as a Financial Adviser’s Representative (FAR).

He has had over 32 years’ experience in the areas of Individual,Family and Corporate Wealth Management, Financial Advisory,Human Development and Performance Management. Derick regularly conducts Financial Planning & Investment-related training programme and has successfully groomed many associates into professional Financial Advisers.

Besides that, he frequently speaks at public & financial industry seminars addressing the various issues related to Wealth Management and contribute articles on financial planning in the newspapers and financial journals.

He was President of the Association of Financial Advisers Malaysia(AFA) in year 2017 – 2019. He was one of co-founding committee AFA & actively involved in the development of local FA industry.

Derick has led Harveston Capital to break through by receiving seven times of the “Chinese Insurance Agency 500(CIA500) – Laurel Crown”. At the same time, he also awarded the “International Dragon Award(IDA) – Individual and Group Category” for 18 years in a row and was therefore awarded the “Lifetime Membership” of IDA.

Co-Founder & Executive Director

Phang Kar Yew

Phang holds the following prestigious professional qualifications in financial planning: Certified Financial Planner (CFP), Chartered Life Practitioner (ChLP), Chartered Financial Practitioner (ChFP) and Registered Financial Planner (RFP) and Shariah RFP. He is currently co-managing the entire Harveston Capital.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative and by Bank Negara Malaysia as a Financial Adviser’s Representative.

Phang is actively involved in the development of the financial planning industry as Deputy President of the Malaysian Financial Planning Council’s National Council cum key committee in the FA/FP practise development which works towards spearheading the development of the financial services industry.

An accountant by training, Phang is a member of the Certified Public Accountants Australia (CPA)  and the Malaysian Institute of Accountants (MIA). Phang began his career with Coopers and Lybrand before moving on to ABN-AMRO Bank Bhd. He regularly addressing various issues relating to financial planning in various public seminars, electronic medias and articles for financial journals and local newspapers.

Our Process

Step 1 - Client Exploratory and Engagement Process

Harveston adviser introduces to the client about the total wealth planning process, understands the client's needs and goals and explains how an adviser can help.

Step 2 - Fact finding and gather client information

Harveston adviser identifies client’s personal financial objectives, needs and priorities and gathers necessary information and documents from client to understand client current financial situation.

Step 3 - Analyzing client data, planning objectives, executive summary

Harveston adviser assesses information given by client with regard to client existing wealth planning and compares them to client's objectives, needs and priorities then customises and details the suitable strategies, products and services to help client meet financial goals in an executive summary.

Step 4 - Presentation of executive summary

Harveston adviser presents the recommendations and explains the supporting rationale in a way that allows the client to make an informed decision.

Step 5 - Solution implementation

Harveston adviser implements appropriate product(s) and service(s) that are consistent with the executive summary and recommendations accepted by the client.

Step 6 - On-going review and monitoring

Harveston adviser and client mutually define and agree on terms for reviewing and reevaluating client's financial situation especially when there are changes in life stage like marriage and birth of children so that adviser can determine if the recommendations are still appropriate and also monitors client's progress to make sure it stays on track.

Meet Our Team

Who Works Behind All Financial Success

A passionate team of licensed financial advisers committed to guiding individuals, families, and businesses toward lasting financial success.

Khor Kek Meng

Penang WMSC Director

Cheah Yoong Yoong

Penang WMSC Director

Michelle Tang Hooi Hoon

Johor Bahru WMSC Director
LEARN MORE

Financial Analysis

Bookan unknown printer took galley type and scramble make.

Financial Analysis

Bookan unknown printer took galley type and scramble make.

Our Achievements

Recognized for Excellence in Financial Advisory

Over the years, Harveston has earned numerous industry accolades for our commitment to client success, service quality, and professional excellence. These awards reflect our unwavering dedication to delivering trusted financial solutions across Malaysia.

The Sin Chew Business Excellence Award

(Product and Service Excellence Award) was honored in 2016, 2017, and 2024.

Received the

IDA International Dragon Award

– Platinum Award
for nine consecutive years

Received the

CIA500

for seven consecutive years.

Let’s Build a Resilient Future Together

Talk to our Financial Advisors today and discover how we can help your financial thrive — not just today, but for generations to come.
Schedule a Consultation With Us

Our Team

Management Team

Who We Are

Your Preferred Wealth Management Adviser

License to Consult
At Harveston, we ensure that all our Financial Advisers are accredited and approved by the relevant governing bodies to give you, our clients, a peace of mind.

The House of Harveston is comprised of:

  • Approved Financial Advisers By Bank Negara Malaysia
  • Capital Market Services Licensed By Securities Commission Malaysia
  • Corporate Unit Trust Advisers (CUTA) & Corporate PRS Advisers (CPRA) By Federation of Investment Managers Malaysia

House of Harveston
Established in 2009, Harveston Financial Group is a Malaysian integrated wealth management firm that focuses on individual, family and business clients.

With emerging and fast growing wealth management needs, we have structured continuous development in our adviser’s professionalism and integrity to serve our clients. Thus, we aspire to be the preferred wealth management advisers.

We truly understand our clients’ wealth management needs and we are committed to provide desired financial solutions at different stages of life to achieve their life goals. We further strive to provide outstanding careers for our advisers to grow this profession in this industry.

Mr. Derick Tan

RFP, FChFP, ChLP, Shariah RFP
Group Chief Executive Officer & Director
Co-Founder of Harveston Financial Group

Derick is a Registered Financial Planner (RFP), a Chartered Financial Practitioner (FChFP), and a Chartered Life Practitioner (ChLP). He is currently managing the entire Harveston Financial Group.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative and by Bank Negara Malaysia as a Financial Adviser’s Representative.

He has had over 25 years’ experience in the areas of Corporate Wealth Management, Financial Planning, Human Development and Performance Management. Derick regularly conducts Financial Planning & Investment-related training programme and has successfully groomed many associates into professional Financial Advisers.

Besides that, he frequently speaks at public & financial industry seminars addressing the various issues related to financial planning and writes articles on financial planning in the newspapers and financial journals.

Currently, he is President of the Association of Financial Advisers Malaysia(AFA). He was 1 of co-founding committee AFA & actively involve in the development of local FA industry.

Mr. Phang Kar Yew

CA(M), CPA(Aust.)RFP, Shariah RFP, CFP
Group Executive Director
Head of Investment Services
Co-Founder Harveston Financial Group

Phang holds the following prestigious professional qualifications in financial planning: Certified Financial Planner (CFP), Chartered Life Practitioner (ChLP), Chartered Financial Practitioner (ChFP) and Registered Financial Planner (RFP) and Shariah RFP. He is currently co-managing the entire Harveston Financial Group.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative and by Bank Negara Malaysia as a Financial Adviser’s Representative.

Phang is actively involved in the development of the financial planning industry as Vice President of the Malaysian Financial Planning Council’s National Council cum key committee in the FA/FP practise development which works towards spearheading the development of the financial services industry.

An accountant by training, Phang is a member of the Certified Public Accountants Australia (CPA) and the Malaysian Institute of Accountants (MIA). Phang began his career with Coopers and Lybrand before moving on to ABN-AMRO Bank Bhd. He regularly addressing various issues relating to financial planning in various public seminars, electronic medias and articles for financial journals and local newspapers.

Mr. Dennis Chin

CFP, Shariah RFP, ACMA, CGMA, AEPP
Director

Mr. Chin currently is Director cum Head of Business Development of Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. He is also holding Financial Adviser Representative licensed by Bank Negara and Capital Market Service Representative licensed by Securities Commission.

An accountant by profession, he is a member of the Chartered Institute of Management Accountants since 1998. Mr. Chin has subsequently obtained the prestigious professional qualifications in financial planning; Certified Financial Planner (CFP) since 2002 and continues his professional development by obtaining Shariah Registered Financial Planner in 2012. He is also an Associate Estate Planning Practitioner.

Before embarking on the financial planning industry more than for 18 years, Mr. Chin was pursuing his career in several multinational companies as management accountant. His has vast experience in the area of management accounting and management reporting in the business nature of engineering & manufacturing.

In the financial services industry, he is providing financial advice to personal, family and business in the areas of risk management, investment management, estate planning and business advisory. In his SME business owner client, he specialized in financial advisory such as key management program, employee retirement & retention program, business continuation planning as well as SME business owner’s family wealth planning.

Our Success

Achievements

Our Expertise & Skills to All Business

when an unknown printer took a galley of type and scrambled make a type specimen book.

95%
Investment
80%
Projects

Our Expertise & Skills to All Business

when an unknown printer took a galley of type and scrambled make a type specimen book.

90%
Projects
80%
Investment
shape
shape

Our Team Member

Our Expertise Will Help You

Bookan unknown printer took a galley of type and scrambled make 
It has survived not only five centuries.
Jan Yap Jan Sim

Jan Yap Jan Sim

Approved Financial Adviser
Summer Tan Jia Xin

Summer Tan Jia Xin

Approved Financial Adviser
Regina Tan Mei Ling

Regina Tan Mei Ling

Approved Financial Adviser

“Partnering with Harveston has transformed how we manage our company’s finances. Their team took the time to understand our business structure and guided us through every stage — from risk protection to succession planning.

Daniel Wong
Managing Director, Apex Manufacturing Sdn. Bhd.

“Harveston helped me see my finances with clarity I never had before. Their advisers took the time to understand my family’s needs and guided us through every step — from protection planning to retirement

Ms. Elaine Tan
Marketing Manager & Mother of Two