To deliver the best, we be part with the best

Keeping our clients' interest foremost in our mind, we seek to establish alliances with the most trusted, reputable and committed companies around the world to meet their financial planning needs.

 

Associates that we currently working alongside with include:

Local Life Insurance Providers

  • AIA Berhad

  • AIA Public Takaful

  • Allianz Life Insurans Company Berhad

  • Ammet Life Insurance

  • AXA Affin Life Insurance Berhad

  • Etiqa Insurance & Takaful

  • Great Eastern Life Assurance

  • Gibralter BSN Life Berhad

  • Hong Leong Assurance

  • Hong Leong MSIG Takaful Berhad

  • Manulife Insurance Berhad

  • Zurich Insurance Berhad

  • Prudential Assurance Malaysia Berhad

  • Tokio Marine Life Insurance Malaysia Berhad

Local General Insurance Providers

  • AIG Malaysia Insurance Berhad

  • AmGeneral Insurance Malaysia Berhad

  • AXA Affin General Insurance Berhad

  • Allianz General Insurance Berhad

  • Berjaya Sompo Insurance Berhad

  • Chubb Insurance Malaysia Berhad

  • Etiqa Insurance & Takaful

  • Great Eastern General Insurance (Malaysia) Berhad

  • Kurnia Insurance Berhad

  • Lonpac Insurance Berhad

  • MPI Generali Insurans Berhad

  • MSIG Insurance Berhad

  • QBE Insurance Berhad

  • Tokyo Marine Insurans Berhad

  • Syarikat Takaful (Malaysia) Berhad

Local Asset Management Companies

  • Aberdeen Islamic *

  • Affin Fund Management Berhand *

  • Alliance Invetment Management *

  • Amanah Raya *

  • Am Investment *

  • Areca Capital ASM Investment Services *

  • ASM Investment *

  • BIMB Investment 

  • CIMB-Principal Asset Management *

  • Hwang DBS Investment 

  • iFast Capital 

  • ING Funds Berhad *

  • Inter-Pacific Asset Management *

  • KAF Fund Management *

  • Libra Invest *

  • Manulife Unit Trust Berhad *

  • MIDF Amanah Asset Management *

  • OSK-UOB Islaminc Fund Management *

  • OSK-UOB Unit Trust Management Berhad *

  • OSK-UOB Investment Management Berhad *

  • Pacific Mutual Fund Berhad  *

  • Pheim Unit Trust *

  • Phillip Capital 

  • Philip Mutual

  • Eastspring Fund Management *

  • RHB Investment Management *

  • TA Investment *

 

* via third party platform access

Private Retirement Scheme Providers

  • AIA Pension and Asset Management Sdn Bhd

  • AmInvestment Management Sdn Bhd

  • CIMB-Princical Asset Management Berhad

  • Hwang Investment Management Berhad

  • Kenanga Investors Berhad

  • Manulife Asset Management Services Berhad

  • RHB Asset Management Sdn Bhd

Offshore Financial Services

  • Hansard International Limited

  • Investors Trust Assurance SPC

LEGACY ADVISORY SDN BHD

LICENSED FINANCIAL ADVISERS

 Financial Advisers Licensed by Bank Negara Malaysia

CMSRL Licensed by Securities Commission

CUTA Licensed by Federation of Investment Managers Malaysia

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