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CLIENT TESTIMONIALS

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OUR SERVICES

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You may be an individual seeking to ensure a retirement that suits your lifestyle or to provide protection against the unexpected for yourself and your family.

 

Or you may be a business owner needing corporate solutions like wanting to ensure your business continuity, to provide benefits for employees and more.

 

No matter who you are, whatever your goals, whatever your needs, we have the solution for you. Because we provide comprehensive and holistic financial solutions.

CORPORATE SOLUTIONS

– Employee Benefits

– Private Retirement Scheme (PRS)

– General Insurance

– Business Insurance

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PERSONAL INSURANCE

– General Insurance

– Life Insurance

– Retirement

– Education Plans

INVESTMENT

– Portfolio Investment

– Offshore Investment

WILL & TRUST

– Estate Planning

– Retirement Planning

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FOUNDATION

– Legacy Planning

WHO WE ARE

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We are one of the pioneer financial advisory firms in Malaysia. Established in 1997 and licensed by Bank Negara Malaysia and Securities Commission Malaysia, we provide comprehensive financial advisory services.

 

Our founder, Alfred Sek comes with over 30 years of experience in providing professional financial planning services.

EXCELLENTTE VALUES

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Our Vision:

To be the most professional, productive and profitable financial consultancy in Malaysia.

 

Our Mission:

To provide professional advice on a wide range of financial products to fulfill our client’s dream.

 

Our Purpose:

To help people plan and make sound financial decisions.

Our Core Values

HONEST in our advice and recommendations.

CARE for our client’s interests and financial well-being.

RESPONSIBLE in giving our clients excellent service.

WHY CHOOSE US

We provide professional and excellent experience, working with you to meet your unique evolving personal, family and corporate needs. So you are free to look forward to the lifestyle you desire for yourself, your family and to grow your business. And be protected against the vagaries of life.

UNDERSTANDING YOUR NEEDS

We help you formulate strategies to meet your long-term financial goals and objectives.

REALISTIC EXPECTATIONS

We help you develop realistic expectations by helping you understand the risks and rewards of each decision.

REGULAR SUPPORT

We review your plans regularly to ensure that our strategies together continue to provide optimal results for you.

FOR CONSULTATION

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You will benefit from our deep industry experience and professionally qualified and experienced staff with a personal touch.

 

Above all, we are independent which means that we always consider your best interests.

OUR PARTNERS

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Life Insurance

AIA, Allianz, Great Eastern, Hong Leong Assurance, Manulife, MCIS, Prudential,...

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General Insurance

Ace Jerneh, AIG, Allianz, AXA Affin, MSIG, OAC, QBE, Tokio...

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Offshore Insurance

Archipelago, Hansard Group, Investors Trust, Premier Trust

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Investment Platforms

iFast, Kenanga, Philip Capital

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Local & Labuan Trustees

BBS Trust International Limited

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Takaful Insurance

Takaful Malaysia

OUR FINANCIAL ADVISERS

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Our team of professionally qualified and experienced financial advisers come with a wealth of experience in the industry and provide the important personal touch.

 

Because of their broad experience, they can quickly assess your needs and offer advice that reflects the best practices of the financial industry and is appropriate for your particular needs.

 

So you can have peace of mind that comes from knowing you have a well thought-out plan and strategy.