Malaysian Wealth Management
My goal; to grow and protect my wealth as a Malaysian.
We provide tailored wealth management solutions for Malaysians.
How we can help
We understand you want to see your wealth to grow over your lifetime and ensure its protected so you can pass it on to your loved ones. However, the act of growing and protecting your wealth can prove challenging; from navigating investments to optimising your EPF and ensuring you have a proper estate plan in place, we appreciate it can feel overwhelming.
We can help.
As Malaysian wealth management experts, we have a deep understanding of the unique financial challenges and benefits facing Malaysians. So, whether you are looking to invest or optimise your EPF, we can provide you with a tailored, end-to-end wealth management solution to help you grow and protect your wealth.
Malaysian Investment Unit Trust Wrap Accounts
We provide tailored investment solutions for Malaysians.
EPF Planning and Optimisation
We provide tailored strategies to optimise and manage your EPF savings.
Private Retirement Schemes
We source PRS investment solutions to fit your needs.
Estate Planning
We can help develop an all-encompassing estate plan and multi-jurisdiction will.
How we would help you
We listen.
We begin by listening to understand your individual circumstances, requirements and aspirations.
We review your finances.
In partnership with you, we review your current financial situation, your financial obligations, savings, investments and assets.
We present a tailored solution.
Whether you are looking to invest, optimise your EPF or plan your retirement or estate, we present you with a tailored wealth management solution to fit your needs.
We implement.
We review our solution with you and, if you are happy to proceed, we will implement it, completing all relevant paperwork.
We monitor and adapt.
We review our solution with you and, if you are happy to proceed, we will implement it, completing all relevant paperwork.
Let us help grow and protect your wealth
Speak to our Private Wealth ManagersBenefits of working with us
We are free to source the best opportunities.
As a wholly independent and privately owned company, we are not limited to a single fund house or insurance company. We are free to explore the market in its entirety to seek the very best opportunities for you.
We are experts in Malaysian Wealth Management.
We have a deep understanding of the Malaysian market and can help grow and protect your wealth while navigating tax and legal complexities.
We strive for service excellence.
We pride ourselves on providing an outstanding client experience which we achieve by being contactable, approachable and professional.
We are responsible.
We look to the long-term, growing your wealth sustainably and responsibly.
We are experts in international wealth management.
If you hold assets internationally, we can help manage and engage these, so they are working better to support you.
Frequently Asked Questions
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