• FA Advisory / Get to Know Us

    Services & Solutions

    • FA Advisory / Get to Know Us

      Services & Solutions

      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:

      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:

      Let us help materialise your financial goals. We'll customised financial plan and lead the way.

      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.

      Let us help materialise your financial goals. We'll customised financial plan and lead the way.

      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.

      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 assured that our financial advice leaves nothing out.

      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.

      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.

      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.

      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.

      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

      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 assured that our financial advice leaves nothing out.

      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.

      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.

      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.

      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.

      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.

      Personal Financial Advisory

      FA Advisory is a one-stop centre delivering multiple financial solutions to meet your needs at every stage of  your life. We are happy to help you fulfil your goals in achieving financial freedom.

      Corporate Financial Advisory

      FA Advisory advises corporate clients beyond standard products and services and implements customized solutions.

      Private Wealth Advisory

      We offer various private wealth advisory services to high net worth individuals. Experience next level wealth advisory that is personalized to your needs – customized financial plans with no limitations.

      FA Advisory Islamic Wealth Advisory Services (FAIWA)

      The Financial Alliance Group aims to be a leader in providing Islamic Financial Planning and Wealth Advisory Services to individuals, corporations and institutions in Malaysia:

       

      • Our Processes. We incorporate into our advisory processes key elements to reflect the unique needs of Muslim clients.
      • Our Products & Services. We provide a comprehensive suite of Islamic products & services, of which some are exclusive to us.
      • Our Partners. We provide our clients access to some of the most established names in the area of Islamic financial planning.
      • Our People. We conduct in-house Islamic Wealth Management Certification and other training courses to enable our consultants to better serve in Islamic wealth advisory.

      Reg. No. 200901022427 (865525-W). 

      Licensed by the Securities Commission and Bank Negara Malaysia, We are a Leading Financial Planning and Advisory Firm in Malaysia. 

       

      We provide comprehensive and impartial financial advice that is custom tailored to every clients’ interests and needs.

       

      Supported by robust and thorough Wealth Management Research & Support. 

      Empowering our Clients  with access to top-line financial advice and customized financial plans geared towards financial freedom.