Service Guide – Finwealth

Information to clients

Finwealth Management Sdn Bhd is a financial planning firm regulated by the Securities Commission of Malaysia (SC) under the Capital Market Services Act 2013 and a financial advisory firm regulated by Bank Negara under the Financial Services Act 2013 and Islamic Financial Services Act 2013.

Our process

We truly believe that to give quality financial advice, we need to understand our client’s financial needs and objectives before recommending solutions or products to clients. Therefore, our advisers will go through a globally recognised financial planning process of fact-finding, analysing and planning to provide our clients financial advice that will make a positive difference in their financial future.

Our advice typically encompasses the following :

Managing Wealth

Investment Portfolio Management

Trusts, foundation and tax strategies for individuals and business owners

Cashflow and Debt Management

Protecting Wealth

Income and Asset Protection

Business Risk Management

Business Succession Planning

Estate Planning

Building Wealth

Retirement Planning

Education Planning

Holistic Financial Planning

Big Picture Planning Checklist

Total Wealth Management

The products commonly implemented in our solutions to clients :

Life Insurance and Takaful products
General Insurance and Takaful products
Unit Trust Funds
Private Retirement Scheme
Labuan and other international offshore products
Will, Trust and Foundation

Our advisers are trained and supported by qualified directors. Our management team comprises of highly qualified and experienced industry leaders who believe in helping clients enhance their financial future.

Comments and Feedback

We would love to hear about your positive experiences you have had with FInwealth. Alternatively, if we have let you down in any way, we would also like to know about it.

Click here to provide Comment or Feedback

Complaints

We believe in treating customers fairly and we are committed to treating complaints seriously and resolving them as quickly and fairly as possible.

If there is any complaint, kindly contact your primary adviser or if your complaint is not satisfactorily resolved within 7 days and needed to be escalated to our management, kindly contact complaints@finwealth.com.my or call 016-233 3200 and we will do our best to solve the matter quickly and fairly.

How we handle your complaint:

You may lodge a complaint verbally or in writing. We would request that you submit to us your feedback in writing as the accuracy of the information is of vital importance to us in resolving the complaint promptly. You may also enclose relevant documents related to the complaint raised.

Click here for link or call 016-233 3200

Your complaint will be acknowledged within 24 hours upon receipt
Complaints will normally require three (3) to 14 business days to be resolved from the date of receipt. The person you first contact with the details of your complaint will aim to resolve the problem for you quickly
If a complaint requires complex investigations or extensive research, you will be notified and the timeframe will be extended. You will be kept informed of the status of your complaint from time to time

If you are not satisfied with the outcome of your complaint or how it was handled, you may refer the matter to either of the following bodies who will help settle the dispute.

Insurance matters

Ombudsman for Financial Services (Formally known as Financial Mediation Bureau) – an independent body set up to settle dispute between the public and financial service providers licensed or approved by Bank Negara Malaysia.

Call: +603-2272 2811 or

Log on to http://www.ofs.org.my or

Email to enquiry@ofs.org.my

Regulator

BNMLINK – a complaint resolution arm of Bank Negara Malaysia

Call BNMTELELINK: 1-300-88-5464(toll free number) or

E-mail to bnmtelelink@bnm.gov.my

Laman Informasi Nasihat dan Khidmat

Tingkat Bawah, Blok C

Bank Negara Malaysia

Peti Surat 10922

50929 Kuala Lumpur