Wealth Master Planner

We are a Life Insurance and Commercial Banking Loan agency, has been in operation since June 2000. Our business is to create wealth for small and medium industries and to provide wealth protection plans to the business owners.

We are helping the SMI owners to source their business working capital needs by way of helping them to solicit commercial banking loans from the local commercial banks. Thereafter, our agency will underwrite the life insurance protection plans for the business owners. For the past 7 years our agency are helping an average of about 40 new SMI owners per year and raising an average of total banking facilities of about RM80.0 million per annum.

The owner of the agency, a qualified Registered Financial Planner, has been qualified as Million Dollar Round Table (U.S.A) member for the past 11 years and this agency has been a Million Dollar Agency for the past 5 years.

Our agency is rather unique as we have a perfect business combination of a business loan banking and life insurance business.