Your Financial Partner
Your Financial Partner
Your Financial Partner
For more than 10 years, we have helped create custom programs and personalized portfolios to safeguard financial assets and to build lasting wealth for many middle to high-income families and busy executives in Malaysia. We take extreme pleasure in knowing our clients have the clarity to take better control over their financial future.
A Proven Approach
Your Financial Partner
Your Financial Partner
Our unique and proven financial mapping approach incorporates combination of strategic financial management, portfolio diversification and risk mitigation, typically guided by clear goals and time horizon, taking into account tax benefits and maximising efficiency. Our approach is highly adaptable and subject to periodic review in order to build sustainable wealth and lasting legacy.
Why us?
Your Financial Partner
Why us?
- We are your one-stop service provider for your financial well-being!
- We help you manage and reduce the complexities of selecting the ultimate financial plan that meets your needs.
- We help you avoid emotionally driven decisions on important money matters.
- We work with you to anticipate your life transitions and to be financially prepared for
- We are your one-stop service provider for your financial well-being!
- We help you manage and reduce the complexities of selecting the ultimate financial plan that meets your needs.
- We help you avoid emotionally driven decisions on important money matters.
- We work with you to anticipate your life transitions and to be financially prepared for them.
- We have a clear mission to enrich people's lives. We want you to be part of that mission's success story.
About Our Founder
PS Thoo (Sonny)
A seasoned professional with extensive experience in insurance / takaful, investment, estate planning and mortgage services industry. PS Thoo is a license holder with Malaysia Insurance and Takaful Broker Association (MITBA), Federation of Investment Managers Malaysia (FIMM), Certified Financial Planner (CFP) and a Certified Financial Coach with International Professional Managers Association (IPMA UK). He holds a degree in Bachelor of Business (double major in Accounting and Business System) and was formerly a Certified Practising Accountant with the Australian Society of CPA.
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Free Consultation + Portfolio Review
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