Whether you are a business working to meet your investment planning and fiduciary responsibilities, an individual saving for retirement or an investor seeking all the elements of a sustainable financial plan, we offer a broad suite of services to assist you in building, preserving and managing your wealth.
We work closely with you to set meaningful goals and empower you to define financial success on your own terms; and help you achieve what’s most important.
Personal
Sleep better at night, with the comfort of financial peace of mind.
Corporation & Institution
Taking care of employees, risks, business continuity & investments
We listen to your goals and priorities and help you
Manage your cash flow
Evaluate your risks and insurance needs
Look after your investment portfolio
Build your retirement plan
Design your estate plan
Construct your business succession plan
Strategize on the many financial and life decisions
Our aim is for you to achieve your personal, professional/business goals and improve the quality of your life.
Who We Are
Licensed Financial Planning Firm – by the Securities Commission Malaysia
Approved Financial Adviser – by Bank Negara Malaysia
We provide comprehensive wealth management services for individuals and corporations
Money Sense Advisory Sdn Bhd
31D-3, Kelana Mall,
Jalan SS 6/12,
47301 Petaling Jaya,
Selangor, Malaysia
Phone: +60 3-7496 6060
Money Sense Advisory Sdn Bhd
31D-3, Kelana Mall, Jalan SS 6/12,
47301 Petaling Jaya,
Selangor, Malaysia.
Phone: +60 3-7496 6060