31-2, Kelana Mall, Jalan SS 6/12, Petaling Jaya, Malaysia
About Us
We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.
About Us
Let’s Collaborate to Help You Make Informed Financial Decisions and Attain Financial Peace of Mind
Founded in 2015 by a team of passionate financial planners and advisers, we are recognised as a Financial Adviser approved by Bank Negara Malaysia and a Financial Planning Firm licensed by the Securities Commission Malaysia.
We firmly believe that individual financial needs are unique and ever-evolving. That’s why we work closely with you to establish meaningful goals, allowing you to define financial success on your terms. Our mission is to empower you to achieve what matters most to you.
1000+
Happy Clients
20+
Years of Experience
30
Financial Advisers / Planners
30+
Business Partners
Our Vision
To be a team of professional, trustworthy and dynamic financial advisers that inspire and assist individuals and families to achieve financial peace of mind.
Our Mission
We help you make better financial decisions and gain financial peace of mind.
We find out what’s important to you, design and implement a financial plan that binds everything together.
Looking for the Right Financial Planner/Adviser?
Meet one of our Financial Planners/Advisers to Begin Your Journey Toward Financial Peace of Mind.
Looking for the Right Financial Planner/Adviser?
Meet one of our Financial Planners/Advisers to Begin Your Journey Toward Financial Peace of Mind.
Our Services
We begin by listening to your goals and priorities. Afterward, we analyse, recommend, and execute a plan aimed at achieving your personal, professional, or business objectives while enhancing your overall quality of life.
Comprehensive Financial Plan
Financial planning is a lifelong process. By preparing a comprehensive financial plan, you can gain insight into your current financial situation, identify your financial goals, and receive a roadmap to attain financial peace of mind.
Debt / Cash Flow Management
If you’re uncertain about your financial future or whether you’ll be able to settle your debts and achieve financial freedom, talk to us. Let’s work together to find solutions.
Investment Planning
Make your money work for you while you continue to build wealth. We can create an investment plan tailored to your risk profile, bringing you closer to your financial goals.
Insurance Planning
Having too much or too little insurance can impact your overall financial plan. Allow us to assist you in identifying your protection needs, reviewing your existing insurance plans, and recommending the most appropriate solutions available to meet your requirements.
Education Planning
Investing in your children’s education is one of the most important commitments you can make. As education costs can be substantial when the time comes, it’s wise to start planning as early as possible.
Retirement Planning
Dreaming of a comfortable and debt-free retirement? Share your vision for your retirement lifestyle with us, and we’ll help you start planning today.
Estate Planning
Completing your financial life cycle involves distributing accumulated wealth to someone you love or an entity you care about. We provide tailored solutions rather than simply recommending products to meet your needs.