Services & Solutions

 

Financial Planning Malaysia

  • One-stop centre for complete wealth management solutions
  • Unbiased advice and recommendations
  • Real choices, real value
  • Hassle-free implementation for peace of mind

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 intentions.

Our wide-ranging suite of solutions allows 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

With a network comprising key strategic business partners who are globally renowned in their own right, our Consultants possess the advantage 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.

About The 5 Pillars of Wealth

This 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.

Personal Financial Advisory

FA Advisory is a one-stop centre delivering multiple financial solutions to meet your needs at different stages of your life. We are happy to help you fulfil your goals and achieve financial independence.

Retirement Planning

Would you agree that the only person who can take care of the older person you will be someday is the younger person you are now?

Child Education

Children bring us great joy as they discover the world around them

Family Income

Loved ones have to carry on no matter what happens

Major Illness

Protect yourself and your family against financial worries caused by ill health

Disability Income

Life is full of the unexpected, but you can choose to be prepared and remain in control

Saving Plan

Helping you achieve your goals at every stage in life

Investment Planning

Helping you achieve your goals at every stage in life

Will & Estate

“You can’t take it with you… But, you can choose who gets it and who doesn’t.”

Home Ownership

Ensure your loved ones will always have a roof over their heads

Hospital & Surgical

Protect yourself with an affordable health plan now before the unthinkable happens.

General Insurance

Get a peace of mind with a whole host of general insurance available to cater to your various insurance needs.

Corporate Financial Advisory

FA Advisory takes the corporate financial advisory business beyond standard products and services and implements customized client solutions.

Employee Benefit

Finding quality employees is half the challenge…

Business Succession

Think of it as passing the baton…

Commercial Business Insurance

Minimize business risks and continue with little disruption.

Private Wealth Advisory

We offer various private wealth advisory services to high net worth individuals.

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 their Muslim clients.
One Stop Centre

For all your Islamic Wealth planning needs.

Our Syariah Advisor

About Dr Mohamad Akram Laldin.

Investment

Investment portfolios based completely on syariah-compliant and preferred products.

Protection

Personal or family protection needs that are syariah-compliant.

Estate Planning

Customized solutions with respect to Islamic Estate Planning.

Zakat and Wakaf Planning

Zakat and Wakaf Planning for both individuals and businesses.

Career

We invite highly motivated and result-oriented individuals to join our team.