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Services & Solutions

We’ll Help Realise Your Financial Plans & Guide You Along The Way

Financial Planning Malaysia

At FA Advisory, our clients no longer have to build their financial plans piecemeal, although that is possible too if they so wish. That is how flexible we are.

We are proud to offer full-fledged wealth management and financial planning services that add real value to support our clients’ overall financial goals.

Our wide-ranging suite of solutions allow our clients to benefit from unbiased advice in these areas:

  • Comprehensive financial planning & implementation
  • Investment planning & implementation
  • Personal life insurance planning & implementation
  • Retirement planning & implementation
  • Children education funding & implementation
  • Estate planning & implementation
  • Business succession planning & implementation
  • Islamic wealth management solutions
  • Employee benefit schemes
  • Mortgage & liability planning
  • General insurance services

Let us help realise your financial goals.
We customise financial plans tailored to your needs.

With our network of  key strategic business partners who are globally renowned in their own right, our Consultants possess the necessary financial tools and partnerships to turn their clients’ financial plans into reality.

The entire process makes full use of our unique web of business operation system and client advisory management tools. Our infrastructure is designed to offer our clients a hassle-free and time-saving experience. The result is a coherent and meaningful wealth management plan.

Services

Our team of expert financial advisers will guide you
in whatever financial plan you have in mind.

Our team of expert financial advisers will guide you in whatever financial plan you have in mind.

Personal Financial Advisory

Corporate Financial Advisory

Private
Wealth Advisory

Islamic
Wealth Advisory

The 5 Pillars of Wealth

Our financial advisory model covers all the essential elements of an individual‘s financial planning needs.
It encompasses all aspects of wealth management, so you can rest assure
that our financial advice leaves nothing out.

wealth advisor - wealth protection

Wealth
Protection

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This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of a chance misfortune which will cause you to suffer unnecessary and possibly tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.
wealth advisor - wealth protection

Wealth
Maintenance

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This second Pillar of Wealth analyses your general financial health such as cash flow and debt position. A net positive cash flow with no over-committed liabilities is considered healthy. We will guide you to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.
wealth advisor - wealth management

Wealth
Accumulation

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The third Pillar of Wealth drives you towards meeting your long term financial objectives. In Malaysia, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.
wealth advisor - wealth enhancement

Wealth
Enhancement

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The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.
wealth advisor - wealth distribution

Wealth
Distribution

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This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.

The 5 Pillars of Wealth

This is the financial advisory model that covers all the essential elements of financial planning. Stemming from this model, our financial consulting services are designed to take every aspect of financial planning into consideration and provide our clients with comprehensive advice.

FA Advisory Malaysia - Services & Solution fivepillar12
Wealth Protection
FA Advisory Malaysia - Services & Solution protection 1

This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of a chance misfortune which will cause you to suffer unnecessary and possibly tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.

FA Advisory Malaysia - Services & Solution forweb 04

Get FREE
Consultation

Looking to start planning your finances but have no idea where to start? Reach out to us now and get a free consultation. We will guide you through each step and answer any questions you may have for us.

Let's Get Started

Copyright © 2013-2022 FA Advisory Sdn Bhd Co. All Rights Reserved.

Copyright © 2013-2022 FA Advisory Sdn Bhd Co.
All Rights Reserved.

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SCAMMER ALERT:

There are unscrupulous parties misusing the Name & Logo of FA Advisory on social media to offer investment scheme promising high returns, with the intention to defraud.

We wish to clarify that, FA Advisory Sdn Bhd is a Licensed Financial Planning & Advisory Firm, and we DO NOT offer any guaranteed investment packages. We also DO NOT collect investment monies from clients directly. We only deal with licensed and legitimate investment products.