Our Services


Basic financial planning evolved from Creation, Accumulation, Protection to Distribution based on their need to different stages of life cycle.


We are passionate about protecting and transferring wealth from generation to generation.


We are committed to providing a complete spectrum of family business succession planning services.


Private trust is an independent fund to protect the family members of the policyholders and aim to provide solution towards estate leftover by nominating a trustee.


We are a professional strategic alliance which make up by lawyers, accountants and business advisors to diversify corporate risk by ways of legal, tax and emergency funding.

Hall of Fame

Join Us at MGR

MGR Project is a platform to create young entrepreneurship with professions in financial planning.

Our focus is to develop our team members’ leadership skills, communication skills, critical thinking skills, and problem-solving abilities in our industry. 

Personal Achievements

Never underestimate the potential in yourself and let it breakthrough to your achievements.

Interpersonal Skills

In this era of innovation, we drive ourselves to be creative and innovative to provide our services professionally.

Leadership Skills

Everyone has the room to build and develop their leadership skills with the guidance of talented superiors. 

Great Iconic Leader

Nationwide Champion

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Southern Region Champion

Next GEN Builder Champion

Contact us

Get In Touch

    Contact Info

    Telephone (Puchong Office)

    03-8051 0521
    019-316 8581 / 012-639 6700

    Telephone (Muar Office)

    06-953 5182
    019-316 8581 / 012-639 6700

    Mail Us


    Opening Hours

    Mon-Sat: 9:00 am - 6:00 pm