SERVICES & SOLUTIONS
We'll Help Realise Your Financial Plans.
Financial Planning Malaysia
At FA Advisory, our clients no longer have to build their financial plans piecemeal, although that is possible too if they so wish. That is how flexible we are.
We are proud to offer full-fledged wealth management and financial planning services that add real value to support our clients’ overall financial goals. Our wide-ranging suite of solutions allow our clients to benefit from unbiased advice in these areas.
Regulatory Standard
Fully licensed by the Securities Commission Malaysia and Bank Negara Malaysia under CMSL/A0276/2010.
Core Wealth & Planning Disciplines
- Comprehensive financial planning & implementation
- Investment planning & implementation
- Personal life insurance planning & implementation
- Retirement planning & implementation
- Children education funding & implementation
- Estate planning & implementation
- Business succession planning & implementation
- Islamic wealth management solutions
- Employee benefit schemes
- Mortgage & liability planning
- General insurance services
Let us help realise your financial goals. We customise financial plans tailored to your needs.
With our network of key strategic business partners who are globally renowned in their own right, our Consultants possess the necessary financial tools and partnerships to turn their clients’ financial plans into reality. The entire process makes full use of our unique web of business operation system and client advisory management tools. Our infrastructure is designed to offer our clients a hassle-free and time-saving experience. The result is a coherent and meaningful wealth management plan.
Completely independent advisory without captive product quotas.
Direct access to tier-one global fund houses, insurers, and trust houses.
Regulated under Securities Commission Malaysia and Bank Negara Malaysia.
Streamlined client advisory operation platform for real-time tracking.
Services
Our team of expert financial advisers will guide you in whatever financial plan you have in mind.
Personal Financial Advisory
We are a one-stop centre delivering multiple financial solutions to meet your financial needs at every stage of life.
Corporate Financial Advisory
We advice the corporate clients beyond standard products and services to implement customized solutions covering group benefits and risk.
Islamic Wealth Advisory
We aim to provide the best Islamic Financial Planning and Wealth Advisory Services to all muslims in Malaysia with Syariah compliance.
Private Wealth Advisory
We offer various private wealth advisory services to high net worth individuals and family offices.
The 5 Pillars of Wealth
This is the financial advisory model that covers all the essential elements of financial planning.
Protection
First and most important pillar; reduce the negative impact of unplanned misfortunes.
Maintenance
Analyses cash flow and debt position; guide you to manage cash flow and reduce unnecessary borrowing.
Accumulation
Long-term objectives such as Retirement Funding and Children Education Funding.
Enhancement
Maximises growth potential of assets; investment program appropriate to your situation.
Distribution
Preserving and distributing your estate according to your wishes.
Get FREE Consultation
Looking to start planning your finances but have no idea where to start? Reach out to us now and get a free consultation. We will guide you through each step and answer any questions you may have for us.
