About Us

Wealth Management Malaysia

Established on 22 July 2009 under the name of Uniplan Advisory Sdn Bhd, the financial advisory firm changed its name to FA Advisory Sdn Bhd in October 2013.

FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.

In addition, FA Advisory Sdn Bhd is also licensed under the Capital Markets and Services Act 2007 to perform financial planning services.

FA Advisory Sdn Bhd empowers Malaysians to live financially secure lives, plan their retirement meaningfully and manage their wealth to realise their individual goals.

FA Advisory Sdn Bhd is a member of the Financial Alliance Group since October 2013. The Group has successfully established itself as a leading independent financial advisory force in Singapore offering unbiased and purposeful financial advice to consumers and corporations.

FA Advisory Sdn Bhd works in close partnership with leading insurance companies as well as investment houses and platforms. The innovative use of scalable proprietary automated tools further enables the firm to sieve the best financial products for its clients, resulting in more effective financial planning and more efficient processing for product implementation.

Our Vision

“To be the guiding star in the eyes of our clients, and the inspiration for the Financial Advisory industry in the region”

We help our Clients navigate their financial future while we steer our own to ever greater heights.

By advocating winning attitudes, best practices and cohesive rapport, we aim to be the flagship of the Financial Advisory Industry and the toast of our Clients.

We aspire to be the industry benchmark lauded for setting standards and raising them. And we still stay ahead with our constant improvements, innovations and refinements.

Our Mission

“With a dedicated & competent team, we relentlessly champion purposeful financial advice for our clients and elevate life quality for all.”

Every Client presents to us a unique set of goals to fulfill and constraints to consider.

We serve our Clients with Integrity, Competency & Professionalism, knowing that we have their best interests at heart.

With pride and dignity, we apply our skills, ingenuity and agility in every action we take and every recommendation we make.

No job is too big for us, and we consistently infuse quality and meaning to every life we touch.