WHY FINWEALTH
Comprehensive Wealth Management with In-House Expertise
Welcome to Finwealth Management
At Finwealth, we believe having a holistic view of your finances helps you optimise your wealth more efficiently. Our financial planning-led approach considers your overall financial situation such as income, investments, retirement and other goals to create a comprehensive financial plan that’s completely customised to you.
Everything starts with a Plan and having a team of financial professionals by your side will help you track your progress together. Getting clarity of your big-picture helps you make better informed decisions to achieve your life goals.
Comprehensive Wealth Management with In-House Expertise
Welcome to Finwealth Management
At Finwealth, we believe having a holistic view of your finances helps you optimise your wealth more efficiently. Our financial planning-led approach considers your overall financial situation such as income, investments, retirement and other goals to create a comprehensive financial plan that’s completely customised to you.Everything starts with a Plan and having a team of financial professionals by your side will help you track your progress together. Getting clarity of your big-picture helps you make better informed decisions to achieve your life goals.
Un-bias
Financial Advice
Holistic View in All Areas of Your Personal Finance
Having a big-picture view of your situation and goals helps you make better financial decisions by optimising your financial resources more efficiently.
Focus on Growing Your
Net Worth
Tracking your progress not just on investment returns but growing your overall wealth as a whole.
Our Licenses
We are an independent financial advisory firm that delivers financial planning and wealth management services to everyday Malaysians.
Finwealth Management is a regulated firm as follows :
- A Financial Adviser and Islamic Financial Adviser firm regulated under Bank Negara Malaysia
- A Financial Planning firm regulated under Securities Commission Malaysia
- A Corporate Unit Trust Adviser and Corporate Private Retirement Scheme Adviser regulated under Federation of Investment Managers Malaysia
Our Vision
To be the leading Independent Financial Advisory firm in Malaysia recognised for its commitment to excellence and best practices in financial planning and wealth management by providing every client with a holistic advisory experience delivered by licensed financial planners supported by a team of product and advisory specialists.
Our Mission
- To help Malaysians make better financial decisions by having a holistic view of their finances
- To raise the standard and delivery of financial advice in Malaysia
- To raise public awareness on financial literacy
Core Values
We are a purpose-led company that believes in making a positive difference in our client’s financial lives
To Clients
- Integrity
- Accountability
- Commitment
- Trust
- Pro-activity
To Our Team
- Commitment to Excellence
- Accountability to our Work
- Teamwork & Collaboration
- Respect & Communication
- Lifelong learning