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Bringing You Centsible Choices

& Financial Peace of Mind

 

Whether you are a business working to meet your investment planning and fiduciary responsibilities, an individual saving for retirement or an investor seeking all the elements of a sustainable financial plan, we offer a broad suite of services to assist you in building, preserving and managing your wealth.

We work closely with you to set meaningful goals and empower you to define financial success on your own terms; and help you achieve what’s most important.

WHAT WE DO

We listen to your goals and help you to:

  • manage your cash flow

  • evaluate your risks and insurance needs

  • look after your investment portfolio

  • build your retirement plan

  • design your estate plan

  • construct your business succession plan

  • strategize on your many financial and life decisions 

"Our aim is for you to achieve your personal, professional/business goals and improve the quality of your life"

Personal

Sleep better at night, with the comfort of financial peace of mind.

Corporation & Institution

Taking care of employees, risks, business continuity & investments

ABOUT US

Who We Are

 

 Licensed Financial Planning Firm – by the Securities Commission Malaysia

 Approved Financial Adviser – by Bank Negara Malaysia

 We provide comprehensive wealth management services for individuals and corporations

 
PERSONAL

 

Financial peace of mind can only be achieved by

  • including the significant people in your life - your family and loved ones

  • having goals and reasonable expectations

Let us support you with a comprehensive plan in the following areas:

  • Income and expenses

  • Insurance coverage

  • Education Planning

  • Retirement Planning

  • Investment portfolio plannning

  • Debt/Cashflow planning

  • Elderly care or long term healthcare planning

  • Charitable gift planning

  • Estate planning

CORPORATE

Employee Retention

  • Life, Personal Accident, Hospitalization & Critical Illness Insurance

  • Higher staff morale & productivity

  • Cost savings in hiring & training new staff

  • More take-home pay on same payout

  • Retirement benefit plan

 

Risk Management

  • Some risks you can pass to insurance companies

  • Losses in the event of fire, flood or theft

  • Customers suing when your product caused harm or damage

  • Legal actions against your directors or officers

Let us help you win:

  • Better cost savings

  • Better coverage for the same cost

  • Better alternative options

Business Succession

Let us help you sleep well at night, knowing that your business will be in good hands.
You worked hard to build your business over the years.

  • What happens when suddenly… you become incapacitated or died?

  • Would your family’s business interest be protected when you are not around?

  • If your partner departed, would you want his family members in the business?

  • What if you lose your key employee?

Investment Management

  • Optimize your idle cash

  • Improve your Cash Management

  • Manage your investment portfolio

News
Jun 7, 2019

Who do you trust to manage your finances when you are incapable to do so? Have you made arrangements while you are mentally alert to protect your financial and legal interests?

Jan 11, 2019

When money not invested and kept in the bank, the money shrinks with inflation.

Jan 3, 2019

Insurance is now a necessity that the government is stepping in to ensure that the underprivileged are protected.
If you are not under B40 income group, have you got yourself protected?

Oct 13, 2018

Come to KLCC to get yourself a Financial Check up and a simplified plan. Courtesy from Securities Commission...Only today and tomorrow...

Aug 27, 2018

"An investment in knowledge always pays the best interest." - Benjamin Franklin

Jul 11, 2018

Insurance will not make you bankrupt but without it you or your family may become bankrupt

Jun 28, 2018

Have you ever wondered about this?

May 2, 2018

Sad! How to cope with cost of living?

Mar 31, 2018

Going shopping? Look out! Don't pay for card surcharges.

Mar 30, 2018

Almost 3 out of 10 households in Kuala Lumpur challenged in making ends meet

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Contact
Address

31D-3 Kelana Mall, Jalan SS6/12, Kelana Jaya, Petaling Jaya, Malaysia, 47301

Telephone

+603-7496 6060

Click to Call

Hours Monday - Friday:

9:00 am - 6:00 pm