Financial Planner in Kuala Lumpur
We come to you, at home, your workplace, a café, or online. Two dedicated agents who actually service you, no matter where you are.
From Mont Kiara and Bangsar to Desa Sri Hartamas, KL clients tend to have busy careers and little time to think about protection until life forces the question. We fit around your schedule, evenings, weekends, your office, or a video call, and pull your EPF, insurance and loans into one plan that keeps working while you're busy living.
You don't come to us. We come to you
We come to you
Home, your office, or a coffee shop in Kuala Lumpur, 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 Kuala Lumpur
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
Desa Sri Hartamas, Mont Kiara, Bangsar, Damansara, Cheras and the surrounding district.
Frequently asked questions
Do you actually come to meet me in Kuala Lumpur?
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 Kuala Lumpur?
No problem, we cover Kuala Lumpur and the surrounding district (Desa Sri Hartamas, Mont Kiara, Bangsar, Damansara, Cheras). If you're nearby, just ask.
Other offices
Ready when you are, let's meet in Kuala Lumpur
Tell us where you are and we'll come to you. Free, no-obligation, no pressure.
💬 Chat with us📍 Prefer to visit? Our Kuala Lumpur office
No. 22A-02, Jalan 30/70A, Wisma Rapid, Desa Sri Hartamas, 50480 Kuala Lumpur
📱 +60 19-512 6037
🕘 Mon–Fri 9am–6pm