Short Description

We offer "One-stop" advice for Personal Financial Planning, Wealth Management to Business Solution.

Insurance Types

• Savings and Investments
• Retirement
• Protection
• Medical and Critical Illness
• Unit Trusts
• Will Writing
• Investment
• Hospital and Surgical
• Home & House
• Car & Motorcycle
• Accident & Travel
• Group Medical/Life
• Key Man / Personal Accident
• SME Package

Insurance Companies

• AIA & AIA Public Takaful
• AIG Malaysia
• Lonpac Insurance

Languages

• Bahasa Malaysia
• English
• Mandarin
• Cantonese
• Hokkien
• Hakka

Long Description

1) Personal Risk Advisory Services includes 3 levels of fundamental personal financial needs, i.e. Financial Protection, Financial Security Planning and Investment Management.
2) Business Risk Advisory services include Business Loan Indemnity, Business Succession Planning and General insurance.
3) Well-trained Advisory for your Corporate Solution in ensuring that you obtain the best way to manage the risks that you may face in achieving your financial goals. They will be able to tailor-made financial solutions to address your needs so that you can rest easy and be assured as precautions have been made to provide a minimal safety net for yourself, your family and your business.
4) We provide a complete solution to the market that includes Will Writing, Will Custody, Trust Creation and Execution of Will.