Financial Planner in Kota Damansara
We come to you, at home, your workplace, a café, or online. Two dedicated agents who actually service you, no matter where you are.
Kota Damansara is home base, it's where Kokrue started and where our head office sits, in the heart of Petaling Jaya. Families and business owners here are often juggling a mortgage, young children and a growing business all at once, which is exactly the kind of connected plan we're built for. We'll come to you anywhere across Damansara and PJ.
You don't come to us. We come to you
We come to you
Home, your office, or a coffee shop in Kota Damansara, whatever's easiest for you.
Or meet online
Prefer a video call? Same two agents, same personal service.
Two agents, for the long run
You're never handed to a call centre, the same two people know your plan.
How we help clients in Kota Damansara
Financial Planning
Your EPF, insurance, medical card, home loan and savings, pulled into one clear plan that works together. Serviced by two dedicated agents.
Life Insurance
Enough protection to keep your family in their home and your children in school, right-sized, without overpaying.
Medical Card
One private hospital stay can cost tens of thousands. A right-sized medical card means you get treated without draining your savings.
Loan & Refinancing
Taking a home loan or refinancing? Get honest advice on loan protection, including MRTA vs MLTA, so you protect your family, not just the bank.
Wealth & Retirement
Grow your money and retire comfortably, beyond EPF, with savings and investment-linked plans matched to your timeline.
Legacy & Death Benefit Settlement Option
Leave a legacy, not just a lump sum, decide how your family receives your payout, with nomination and estate guidance so it reaches the right people.
Areas we serve
Kota Damansara, Mutiara Damansara, Sunway Damansara, Tropicana, Petaling Jaya and the surrounding district.
Frequently asked questions
Do you actually come to meet me in Kota Damansara?
Yes, we meet most clients wherever's easiest: at home, your workplace, or a café nearby. Prefer a video call? That works too. Same personal service either way.
Is the first meeting really free?
Completely free and no-obligation. It's a relaxed chat about your goals, no pressure, no sales pitch.
What if I'm just outside Kota Damansara?
No problem, we cover Kota Damansara and the surrounding district (Kota Damansara, Mutiara Damansara, Sunway Damansara, Tropicana, Petaling Jaya). If you're nearby, just ask.
Other offices
Ready when you are, let's meet in Kota Damansara
Tell us where you are and we'll come to you. Free, no-obligation, no pressure.
💬 Chat with us📍 Prefer to visit? Our Kota Damansara office
E-3-1 Encorp Strand Garden Office, Pusat Perdagangan Kota Damansara, 47810 Petaling Jaya, Selangor
📱 +60 19-512 6037
🕘 Mon–Fri 9am–6pm