Let Us Guide you into the World of Financial Planning
''The majority of our clients are reffered to us by existing clients and other professionals. Check out what our clients say about working with us.''
What people say
Mr. Terrence Liew has been a trusted advisor for several years now, during which time my investment portfolio under his advice was enjoyed steady growth. He is knowledgeable and always treating clients as good friends. I would recommend Terrence without hesitation to anyone who needs seeking informed guidance for financial planning.
Dewi MasdiaCommissioner for Oaths
Our family engaged Stanley since the year 2010 to solve the headache estate planning issue. Stanley demonstrates high competence and professionalism in all aspects of the financial planning process and risk assessment.
He is knowledgeable, high efficient, trustworthy, and independent. He is tested and totally trusted as my advisor.
Mejon Bin MajambarDirector, Corporate Investment Banking
Jeannie is very professional and highly knowledgeable in the investment products and the market trends. She gives valuable advice on my investment as well as wealth protection needs. She also follows up closely and provides updates promptly. She’s certainly a reliable and responsible personal financial advisor.
Lee Siew LingBranch Operations & Head of Custody
Hasan give detailed explanation about his service and have competency in the area.
Rofizah JamaluddinRetired government officer
Lynn Say has been very diligent in monitoring my investments and providing timely advice and recommendations on investments. She has taken the effort to understand my investment needs and interests to tailor her recommendations. During our sessions we have always had fruitful discussions on the state of the investment portfolio, the latest market movements and trends, as well as where next to allocate investments. I have full confidence in Lynn Say's ability to plan and manage my investments and would wholeheartedly recommend her to my network.
ZhongAssistant General Manager
Nee Nee is professional, knowledgeable, and helpful but more importantly, she always listens and understands our needs before the next move. She gained my trust after dealing with her for more than five years. I have to specially thank her for giving me advice and guided me to successfully made my critical illness claim three years ago.
Lian BoonRetired Consultant Engineer
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.