Company Profile

    Company overview

    Industry

    Financial Investment Services

    Company size

    11-50

    Primary location

    Petaling Jaya, Johor Bahru
    We are financial advisory firm operating nationwide with main office in PJ, JB and connection to partners, associates and agencies across Malaysia. We specialized in risk management and legacy planning which involves insurance and will & trust writing.Vision: To be the leading Financial Advisory firm in Wealth Protection, Accumulation & Distribution planning for public & corporate in Malaysia.Mission: To provide people-oriented need-based planning in financial advisory and services by establishing a nationwide web of trustworthy financial professionals.Objective: 1. To Develop cross-industrial talents in financial need analysis and human interpersonal skills including personal growth management. 2. To Promote whole-man concept of work-life balanced lifestyle. 3. To Foster spirit of contribution to society and customer relationship management.We encourage mentality of entrepreneurship, pro-active attitude and teamwork. We organized online and physical cross-nation events and gathering to build team synergy.

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