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.

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Our Company


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

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To provide financial security to individuals, families and businesses, enabling them to protect their assets, building their wealth and secure a prosperous future

Business Team Meeting

Agency Manager / Director

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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


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


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.


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.


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.


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.


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.


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.


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.

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Unlimited Earning Potential

Make Positive Impact / Helping Others

Continuous Learning and Personal Growth

Diverse Clientele and Networking

Flexibility and Independence

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38D Jalan Desa Bakti

Taman Desa, 58200, Kuala Lumpur




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