Financial Planner in Kota Kinabalu
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 Kinabalu families balance the cost of living, healthcare access and building savings that last, and honest, patient planning here is worth its weight. From Likas to Penampang, we come to you, and your two agents are only ever a WhatsApp away, even long after the plan is set.
You don't come to us. We come to you
We come to you
Home, your office, or a coffee shop in Kota Kinabalu, 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 Kinabalu
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 Kinabalu, Likas, Penampang, Inanam, Sabah and the surrounding district.
Frequently asked questions
Do you actually come to meet me in Kota Kinabalu?
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 Kinabalu?
No problem, we cover Kota Kinabalu and the surrounding district (Kota Kinabalu, Likas, Penampang, Inanam, Sabah). If you're nearby, just ask.
Other offices
Ready when you are, let's meet in Kota Kinabalu
Tell us where you are and we'll come to you. Free, no-obligation, no pressure.
💬 Chat with us📍 Prefer to visit? Our Kota Kinabalu office
Lot 4-0, Ground Floor, Lorong Lintas Plaza 1, Jalan Lintas, 88300 Kota Kinabalu, Sabah
📱 +60 19-512 6037
🕘 Mon–Fri 9am–6pm