This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Malaysia, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Wealth Management Malaysia


By partnering with a tremendous range of insurance companies, investment houses and other wealth management solution providers, we are proud to be able to independently and objectively structure the most fitting solutions to fit your unique circumstances.

Life Insurance Products
1. AIA Berhad 7. Manulife Insurance Berhad
2. Allianz Life Insurance Malaysia Berhad 8. MCIS Insurance Berhad
3. AmMetLife Insurance Berhad 9. Prudential Assurance Malaysia Berhad
4. Gibraltar BSN Life Berhad 10.Tokio Marine Life Insurance Malaysia Bhd
5. Great Eastern Life Assurance (Malaysia) Berhad 11.Zurich Insurance Malaysia Berhad
6. Hong Leong Assurance Berhad  
General / Group Insurance Products
1. AIA Bhd 8. MSIG Insurance (Malaysia) Bhd
2. AIG Malaysia Insurance Berhad 9. Overseas Assurance Corporation (Malaysia) Bhd
3. Allianz General Insurance Company (Malaysia) Berhad 10. QBE Insurance (Malaysia) Berhad
4. AXA Affin General Insurance Berhad 11. The Pacific Insurance Berhad
5. Chubb Insurance Malaysia Berhad 12. Tokio Marine Insurans (Malaysia) Berhad
6. Liberty Insurance Berhad 13. Tune Insurance Malaysia Berhad
7. Lonpac Insurance Bhd  
Takaful Products
1. AIA Public Takaful Berhad 3. Takaful Ikhlas Bhd
2. Syarikat Takaful Malaysia Berhad  
Unit Trust Platform Providers
1. iFAST Capital Sdn Bhd 3. Phillip Mutual Berhad
2. Kenanga Investment Bank Berhad  
Asset Management
1. Phillip Capital Management Sdn Bhd  
Offshore Wealth Management
1. Archipelago Group of Companies  

2. Hansard International Limited

3. Investors Trust Assurance SPC

Unit Trusts
1. Aberdeen Islamic Asset Management Sdn Bhd 17. Libra Invest Berhad
2. Affin Hwang Asset Management Sdn Bhd 18. Manulife Asset Management Services Berhad
3. AIA Pension and Asset Management Sdn Bhd 19. Maybank Asset Management Sdn Bhd
4. Amanah Mutual Berhad 20. MIDF Amanah Asset Management Berhad
5. AmanahRaya Investment Management Sdn Bhd 21. Nikko Asset Management Asia Limited
6. AmInvestment Services Bhd 22. Nomura Islamic Asset Management Sdn Bhd
7. Amundi Malaysia Sdn Bhd 23. Opus Asset Management Sdn Bhd
8. Areca Capital Sdn Bhd 24. PMB Investment Berhad
9. BIMB Investment Management Berhad 25. Pacific Mutual Fund Berhad
10. CIMB-Principal Asset Management Berhad 26. Pheim Unit Trusts Berhad
11. Eastspring Investments Berhad 27. RHB Asset Management Sdn Bhd
12. Franklin Templeton Asset Management (M) Sdn Bhd 28. RHB Islamic International Asset Management  Berhad
13. Franklin Templeton GSC Asset Management Sdn Bhd 29. Phillip Mutual Berhad
14. Inter-Pacific Asset Management Sdn Bhd 30. TA Investment Management Berhad
15. KAF Investment Funds Berhad 31. UOB Asset Management (Malaysia) Berhad
16. Kenanga Investors Berhad and more...