Services
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.
Financial peace of mind can only be achieved by
- including the significant people in your life – your family and loved ones
- having goals and reasonable expectations
Our Services
Let us support you with a comprehensive plan in the following areas:
Income and expenses
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Insurance coverage
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Education planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Retirement planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Investment portfolio planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Debt/Cashflow planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Elderly care or long term healthcare planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Charitable gift planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Estate planning
We help financial institutions, from banking and insurance to wealth and securities distribution, manage risks.
Looking for a First-Class Finance Firm?
We welcome and celebrate different perspectives to help our firm, our clients and our people.