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Helping our community in risk and financial management

Our planner mission is to ensure all our friends and Malaysian benefits from our professional idea and planning, live a full fulfilling life. We ensure more people aware the important of financial planning, they don’t live poor at old age, family still can maintain standard of living when they loss of income due to sick or injury, reduce social problem like lesser orphanage home, old folk home and fewer Malaysian having family financial difficultly due to inadequate money for treatment when they fall sick.

Estate planning

Estate planning is the process of organizing how your assets, finances, and responsibilities will be managed and distributed if you become incapacitated or pass away. It typically includes making wills, trusts, healthcare directives, and powers of attorney to ensure your wishes are respected and your loved ones are cared for.

Supports & Guidance

Provide our planner under our wing with the superior support and resources

Business Management

Every planner is given the autonomy to grow and manage their own clientele

Income Growth

Our planners enjoy growing remuneration as their business units evolve

Our clients trust us with their money!

What have we achieved?

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Clients
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Consultants
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Awards winning

Why choose to join us?

Professionals

Our team have gone through intensive training and we are guided by the master.

Professional Services

We offered totality in financial professional services, ranging for all scopes.

Good Words

Check out what our client talk about us, and why you should join us?

Google Review

Posted on Google Google
EKOSTEEL DECOR profile picture
EKOSTEEL DECOR
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
其实我一直有想过要写遗嘱,只是一直拖着,心想“迟点才来写也不迟啦”。直到最近和我好朋友 张美芬 聊天,她跟我分享了很多我之前完全没想过的东西,我才恍然大悟——写遗嘱,其实只是遗产规划的第一步而已。 很多人以为有了遗嘱,财产就能顺顺利利交给孩子。 但事实并不是这样! 如果没有清楚列明自己的 资产和负债清单, 孩子可能不但拿不到财产,反而还要替父母偿还债务,甚至连生活费和学费都可能出问题!😟 在美芬的专业指导下,我才第一次真正明白什么叫做 完整的遗产规划。 她真的很细心,也很有耐心地一步步解释, 让我知道怎样安排,才能避免孩子将来面对麻烦。 💡 那一刻我才真正意识到: 没有好好规划,我们留下来的“财产”,可能会变成下一代的“负担”。 所以,如果你也在考虑写遗嘱,或者根本不知道什么是遗产规划, 我真心推荐你找 张美芬(Ai Success Advisory)。 她不仅专业、真诚, 更会提供很多实际又贴心的资产安排建议, 真的值得信赖!
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James Chen profile picture
James Chen
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I feel great experience with them for the past 18 years, profesional, caring n super
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Dick Lee profile picture
Dick Lee
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Good Services 价钱 好
Posted on Google Google
FENG LING POH profile picture
FENG LING POH
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Good Service
Posted on Google Google
chee kin (Ck) profile picture
chee kin (Ck)
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
-Witness my friend will
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