We are a reputable financial services agency dedicated to providing exceptional wealth management solutions to individuals and businesses.
With a focus on delivering personalized and comprehensive services, we strive to help our clients achieve their financial goals and secure their financial future.
Our Company
Vision
To be a world class wealth management agency, providing wealth management solutions that empower our clients to achieve their goals and secure their financial futures
Mission
To provide financial security to individuals, families and businesses, enabling them to protect their assets, building their wealth and secure a prosperous future
Agency Manager / Director
Kevin Chua
Saliza Binti Khalid
Family Takful Advisor
Ruth Lim
Unit Manger
Meet Our Core Team
Yee Yip Mui
Life Planner Advisor
Eugene Chua
Unit Manager
Carol Lim
Advisor
Erica Lim
Unit Manager
Our Services
Medical and Health Care Planning
We provide comprhensive medical planning to relief our clients financial burdern of high medical expenses, include doctor visits, hospitalisation, medications, surgeries and other healthcare facilities
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Income Protection Planning
We ensure reliable stream of income against unexpected events such as illness, disability or death. Our clients can safeguards their earnings and maintain their lifestyle during these times.
2
Debt Cancellation Planning
We provide the safety net our client need to meet their debt obligations in the unexpected events such as disability, critical illness or death.
3
Retirement Planning
We personalized retirement plan tailored to our clients goals, lifestyle, and financial situation. We help our clients to achieve the retirement they've alwasy dreamed of.
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Education Planning
We gives our clients peace of mind securing their child education dreams, though various savings options and investment strategies. We create personalized education plan tailored to our client goals, budget and timeline.
5
Legacy Planning
We personalized legacy plan that encompasses our client financial assets, estate distribution, charitable giving and more. We'll ensure that our client wishes are documented, their loved ones are protected and their legacy endures for generations to come.
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Comprehensive Takaful Planning
We do comprehensive takaful planning that suit to how our clients would like to protect themself and their loved ones.The concept of Takaful is based on helping each other when any participant needs it. Therefore, they will be investing a worth of money that can potentially protect themself while helping others.
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Be Part of Our Team
Join Us
Are you looking for an exciting career opportunity in the financial services industry?
We are actively seeking talented individuals to join our team. This is your chance to be part of a dynamic organization that values excellence, client-centricity and professional growth.
Unlimited Earning Potential
Make Positive Impact / Helping Others
Continuous Learning and Personal Growth
Diverse Clientele and Networking
Flexibility and Independence
38D Jalan Desa Bakti
Taman Desa, 58200, Kuala Lumpur
+60-79880198
https://www.facebook.com/falconswealth
instagram.com/falconswealth/
Contact Us