Aaron Tan Zhi Hao

Aaron joined Plumbline from a life insurer's agency force, where he grew uneasy selling policies before understanding what a client actually needed.

He now runs the firm's planning work for people setting up their finances for the first time — professionals in their late twenties and thirties sorting out emergency funds, right-sized cover, EPF and PRS contributions, and a first low-cost portfolio.

He holds the Registered Financial Planner designation and the Malaysian Financial Planning Council's Diploma in Financial Planning, and mentors two trainee advisers.