Our Products 产品

We offer full range of financial planning services such as life planning, risk management, Wealth & Estate, Retirement, Investment and etc for both individual client and corporate client. 我们为个人客户和企业客户提供全方位的财务规划服务如生活规划,风险管理,财富与遗产,退休,投资等。

Corporate Services 企业服务


  • Company Secretary Services
    公司秘书服务
  • Incorporation of Sdn Bhd
    注册私人有限公司
  • Company Information Search
    公司资料查阅
  • Nominee Director Services
    名义董事服务









Life Insurance & Family Takaful
人寿保险和回教人寿保险

  • Income Replacement
    收入替代计划
  • Debt Cancelation Plan
    债务抵消计划
  • Million Medical Plan
    百万医药保险计划
  • Critical Illness Protection Plan
    重大疾病保障计划
  • Personal Accident Protection Plan
    意外保险保障计划
  • Annuity Plan 年金计划
  • Saving & Investment Plan
    储蓄和投资计划




Employee Benefit 员工福利


  • Keyman Insurance Plan
    关键人物保障计划
  • Group Hospitalisation & Surgical
    员工团体医疗保障计划
  • Group Term Life
    员工团体人寿保障计划
  • Group Personal Accident
    员工团体意外保险

Business & Corporate
Risk Management
企业风险管理计划

  • Marine Cargo Insurance 国际运输保险
  • Public Liability 公众责任保险
  • SME Comprehensive Business Protection Plan 中小企业全方位保障计划
  • Contractor All Risk 建筑全险
  • Workman Compensation 劳工赔偿

General Insurance 普通保险


  • Motor Insurance 汽车保险
  • Travel Insurance 旅行保险
  • Fire & Burglary Insurance 火险及贼险
  • Personal Accident Insurance
    意外保险计划


Banking Product (OCBC Bank) 银行产品 (华侨银行)

  • Mortgage Loan 抵押贷款
  • Business Loan 工商业贷款
  • Credit Card 信用卡
  • Saving/ Fixed Deposit Account
    储蓄存款/定期存款







Estate Planning 遗产规划

  • Will Writing 遗属规划
  • Trust Setup 信托
  • Estate Management 遗产管理



Investment 投资

  • Unit Trust (Public Mutual) 单位信托基金





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Our Partners 合作伙伴