Company Profile

    Company overview

    Industry

    Financial Investment Services

    Company size

    51-100

    Primary location

    1-2 Jalan SP 2/8 Taman Serdang Perdana Seksyen 2 Seri Kembangan Selangor Malaysia
    We have continuously strived our very best to contribute sustainable financial planning consultation, services and products provider to our individual and corporate clients for the past 20 years prior to WEALTH SPEC CONSULTANCY SDN BHD was found.Formation of WEALTH SPEC CONSULTANCY SDN BHD in 2005 has further strengthened our professionalism and provide wider range of products and services in assisting our clients in theirWEALTH CREATION | WEALTH ACCUMULATION |WEALTH PROTECTION | WEALTH DISTRIBUTION success.To further enhancing our professionalism to meet our client's different financial needs, we have segregated out few divisions to deal with a specific client's expectation.Investment Divisionis specializing in providing professional integrated financial services such as Property Acquisition & Financing, Unit Trusts & Others Savings Solutions to assist our clients in establishment of their investment portfolio base on respective risk profile for their specific purpose such as Retirement Funding, Children Education Funding, Family Wealth Enrichment, Holidays Traveling Funding etc.Risk Management Divisionwill be specialized in providing Financial Risk Portfolio for Health & Medical Program, Human Life Value Program, Income Replacement Program, and Property Ownership Guaranteed Program for corporate or individual clients. By developing this financial shield for individual, family or corporation will protect and preserve their wealth against losses from the unforeseeable incident.Estate Administration Divisionproduces well-trained specialist to assist our clients to grow their hard earned wealth and size-up their estate which could be enriched in multiple millions. Distribution cost could eats up a substantial portion of the estate value and shrinking the net value down, our specialist is able to assist in eliminating or reduce the impact to its minimum by adopting a special financial program. Choice of distribution could be another taught issues. We will assist our client to identify a suitable way and arrange in accordance to our client's wish and of course to their most favourable condition and interest. Another key issue is to protect the estate for their loves one against creditors.Superb services come from superb partnership. Our strategic partnership are carefully examined & elected which include OCBC Bank, Great Eastern, Rockwill, RHB Trustees, MSIG, OAC, Berjaya Sompo etc. With the undivided support from these smart partnership company, we have long demonstrated our dedication and commitment of delivering our very best quality of service and products to public at large.Apart from delivering our very best to our treasured clients, we also believe in developing superb relationships between our partners and associates in the company. Pleasant and healthy working atmosphere is crucial in our corporate succeed. Sculpturing a balance life style is our corporate culture, our primary objective is helping our associates to achieve one's financially freedom and spiritual well-being as the basic achievement in life.未创立Wealth Spec Consultancy Sdn Bhd之前, 我们已经开始努力不懈得为我们的个人或企业客户群提供理财咨询和理财金融服务已达8个年头之久。隨着Wealth Spec Consultancy Sdn Bhd于2005正式诞生,我们的事业版图迈向一个更专业,更有系统和更有规模的专业咨团队,继续为我们忠诚客户们提供更完善和更广范的咨询服务如【创造财富】、【累积财富】、【财富保障】及【财富传承】。优越的服务品质源于优质合作关系。我们在㧥择策略伙伴时,都以客户利益为主。目前;有华僑银行、大东方、乐委,兴业信托公司、MSIG、OAC、Berjaya Sampo等。这廿载的岁月,我们优越的业务表现和客户满意度全赖上述公司的強力支持。

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