Navigating the financial landscape can be daunting, but with the right guidance from certified financial planners near you, securing your financial future becomes a breeze. In Malaysia, numerous financial advisors offer expertise in investments, retirement financial planning, and personal wealth management services. Explore top Loan Consultants & Advisors in Malaysia for your business needs.
To assist you in making an informed choice, we've compiled a list of the top 10 financial advisors in Malaysia for 2024. These professionals are renowned for their experience, client satisfaction, and innovative strategies, ensuring you receive the best advice tailored to your needs. Explore our curated list to find the ideal advisor to help you achieve your financial goals.
10 Best Financial Advisors in Malaysia (2024)
1. PFA Asia Financial Coach
PFA Asia Financial Coach, a renowned firm with over two decades of experience that offers specialised WISE wealth management modules for efficient financial decision-making. Their core services include personal financial coaching, loan insights, business consultancy, and funding in Malaysia, all designed to enhance personal finance, budgeting, and debt management. PFA Asia has also been recognised by Product Nation and Trusted Malaysia for its efforts to improve financial literacy and well-being. The dedicated team, which includes Sifu Edmund and Mr. Tai, delivers exceptional service.
| Key Services | - Personal Financing Coach - Business Consultancy Services |
| Contact | 603-2602 3128 |
| ask@pfaasia.com | |
| Address | Capsquare Tower, 10, Jalan Munshi Abdullah, Capital Square, 50100 Kuala Lumpur |
| Website | https://pfaasia.com/ |
2. DWA Advisory Sdn Bhd
DWA Advisory Sdn Bhd, a licensed boutique advisory firm, specialises in corporate finance advisory services, covering Mergers and Acquisitions, LEAP Market Listing, and IPO Advisory. With a seasoned team and strategic partnerships, they offer personalised, value-driven solutions in the realms of investment advisory firms and corporate advisory. Clients appreciate their adherence to regulatory standards by the Securities Commission Malaysia and consistent investment advice, making DWA a trusted choice for financial advisory needs. Their notable deals, like Al Salam REIT’s QSR outlets acquisition showcase their excellence.
| Key Services | - Mergers and Acquisitions - Independent Advice (IA) - LEAP Market Listing & IPO Advisory Services - Equity/Debt Raising - Corporate / Debt Restructuring and Feasibility Studies - Business Matchmaking |
| Contact | 603-7682 4898 |
| info@dwaadvisory.com | |
| Address | E-2-01, Block E, Oasis Square No 2, Jalan PJU 1A/7A, Ara Damansara, 47301 Petaling Jaya, Selangor Darul Ehsan, Malaysia |
| Website | https://dwaadvisory.com/ |
3. IL Wealth Consultancy
IL Wealth Consultancy is dedicated to helping clients achieve financial goals through professional, personalised planning services an comprehensive financial solutions. Specialising in Financial System Management Reports (F.S.M.R), bank loan services with a focus on refinancing, Will & Trust planning, insurance, and investment planning, the firm strengthens clients' financial profiles. Upholding professionalism as a core value, IL Wealth Consultancy ensures every plan is executed to deliver the best possible outcomes.
| Key Services | - Financial Planning - Bank Loan Services - Financial Management |
| Contact | 6010-226 2650 |
| ivan.limhc@il-ove-wealth.com | |
| Address | 141-01, Jalan Adda Height 3/1, Taman Adda Heights, 81100 Johor Bahru, Johor, Malaysia. |
| Website | https://www.il-ove-wealth.com/ |
4. FA Advisory
FA Advisory Sdn Bhd delivers a wide array of financial services, including Personal Financial Advisory and Islamic Wealth Advisory. Partnering with organisations like iFAST and Tune Insurance, they offer licensed financial planners like Yvonne Chong and Marshall Wong. Internship programs provide valuable insights into the financial advisory industry. FA Advisory's supportive management and ability to assess diverse financial products make it a valuable resource for comprehensive financial guidance, especially in asset management, investment planning, and leveraging financial planning apps.
| Key Services | - Personal Financial Advisory - Corporate Financial Advisory - Islamic Wealth Advisory |
| Contact | 603-6211 4011 |
| info@fa.my | |
| Address | Suite 29-6, Level 29, Menara 1 Mont Kiara, 1 Jalan Kiara, Mont’ Kiara, 50480 Kuala Lumpur, Malaysia |
| Website | https://faadvisory.my/ |
5. U-Wealth Partners
U-Wealth Partners is a premier financial advisory firm dedicated to helping clients achieve their financial goals. Specialising in personalised financial planning, investment management, and wealth preservation, they offer expert advice tailored to individual needs. With a commitment to excellence and a client-centric approach, U-Wealth Partners ensures optimal financial solutions, guiding clients through every stage of their financial journey.
| Key Services | - Cash Flow Management - Risk Management - Investment Planning - Tax Planning Strategies - Retirement Planning - Estate Planning |
| Contact | 60125155256 |
| uwealthpartners@gmail.com | |
| Address | 3S-09-3A, Setia Tri-Suites , Persiaran Kelicap, 11900 Bayan Lepas, Penang |
| Website | https://u-wealthpartners.com/ |
6. QX TRUST CO. LTD
QX Trust Co. Ltd is a division of the QX Group that serves as a reliable partner for Labuan company formation. Their services encompass legal compliance, responsive assistance, and tailored solutions for local and global enterprises. With a proficient team of Labuan Financial Offshore Services experts, they ensure a seamless setup process. QX Trust is recognised for its transparency and successful track record in aiding companies with expansion strategies, offering comprehensive support for Labuan trading and cryptocurrency exchange.
| Key Services | - Company Formation - Fintech & Blockchain - Financial Services - Wealth Management - Insurance Business |
| Contact | 608-7430 060 |
| consultant@qx-trust.com | |
| Address | Unit No. 3A-16, Level 3A, Labuan Times Square, 87000 F.T. Labuan, Malaysia |
| Website | https://www.offshore-labuan.com/ |
7. Harveston Wealth Management
Harveston Financial Group is a premier wealth financial advisory firm in Malaysia, serving individual, family, and business clients. Committed to professionalism and integrity, they provide tailored financial solutions to meet clients' needs at different life stages. With a focus on continuous development, Harveston aspires to be the preferred wealth management adviser, delivering exceptional careers for their advisers and outstanding service to clients.
| Key Services | - Wealth Distribution - Wealth Protection - Wealth Accumulation |
| Contact | +604-280 4998 |
| enquiry@harveston.com.my | |
| Address | 15-1, Vantage Point, Jalan Lenggong, 11600 Jelutong, Pulau Pinang |
| Website | https://harveston.com.my/ |
8. Excellentte Consultancy Sdn Bhd
At the helm of Excellentte Consultancy Sdn Bhd is Alfred Sek, a distinguished figure in Malaysia's financial planning landscape, offering trusted financial advisory services. Recognised by Bank Negara and licensed by the Securities Commission, this firm places client interests at the forefront, providing a suite of services including insurance, investment, and retirement financial planning, along with estate planning. With a focus on cost-saving, extensive coverage, and value-driven advice, Excellentte Consultancy ranks as one of the top searches for certified financial planners near me and empowers individuals to navigate their financial journey with confidence.
| Key Services | - Personal Insurance - Investment - Corporate Solutions - Will & Trust - Foundation |
| Contact | 603-7725 3007 |
| contactus@excellentte.com | |
| Address | No. A-2-05, Neo Damansara, Jalan PJU 8/1, Damansara Perdana, 47820 Petaling Jaya, Selangor, Malaysia |
| Website | https://www.excellentte.com/ |
9. Richtec Consultancy
Richtec Consultancy, founded in 2007 in Taman Mount Austin, Johor Bahru, aims to make financial planning affordable for every Malaysian. With a mission to enhance clients' lives through tailored consultancy services, they approach each client with fresh eyes, developing unique strategies. Their '6-piece' consultancy model delivers exceptional value, helping customers achieve comfortable, financially secure lives. Richtec Consultancy is dedicated to improving the financial well-being of Malaysians.
| Key Services | - Hospitalization - Life Protection - General Insurance - Investments - Financial Planning - Wills and Trusts |
| Contact | 019-787 1313 |
| - | |
| Address | No. 11-01, Jalan Mutiara Emas 2A, Taman Mount Austin, 81100 Johor Bahru, Johor |
| Website | https://www.richtecconsultancy.com/ |
10. Consfield CF Holdings Sdn Bhd
Consfield CF Holdings Sdn Bhd., founded by Carrick Chai in 2020, is a trusted financial consulting firm in Taman Pelangi, Johor offering clients expert financial advice and bespoke solutions to effectively manage their wealth. With a team of over 15 skilled advisors and 15 dedicated service representatives, they offer expert, comprehensive financial consultations. As they expand to Kuala Lumpur and beyond, Consfield remains committed to providing exceptional, personalised service, ensuring clients' financial needs are met with precision and care.
| Key Services | - Debt Management - Portfolio Management - Finance Education - Mortgage & Refinancing - Personal Financing - SME & Business Financing |
| Contact | 6012-389 9181 |
| enquiry@consfieldcf.com.my | |
| Address | 20-02, Jalan Sri Pelangi 4, Taman Pelangi, 80400 Johor Bahru, Johor, Malaysia. |
| Website | https://www.consfieldcf.com.my/ |
Conclusion
In conclusion, choosing the right financial advisor is crucial for securing your financial future and achieving your goals. The top 10 financial advisors in Malaysia, known for their expertise, client satisfaction, and innovative strategies, offer tailored advice in wealth management, retirement financial planning, and asset management. Consider exploring top venture capital firms in Malaysia that can help invest in your business. Partnering with these esteemed advisors provides the insights and guidance necessary to navigate the financial landscape, whether you're aiming to grow your wealth, plan for retirement, or manage your assets effectively, ensuring lasting financial success.
Frequently Asked Question
1. What Services Do These Financial Advisors Typically Offer in Malaysia?
Financial advisors in Malaysia are known for their comprehensive range of services designed to meet the varied financial needs of their clients. These services span investment advisory, helping clients build and manage diversified portfolios, to retirement financial planning, and ensuring financial readiness for retirement years. They also specialise in tax planning strategies to minimise liabilities and maximise savings, and estate planning to manage asset transfer. Additionally, their expertise covers corporate advisory services, including mergers and acquisitions, funding, and strategic planning, delivering tailored financial planning to achieve individual and corporate goals.
2. What Is the Importance of Choosing a Certified Financial Advisor?
Opting for a certified financial advisor ensures you receive professional, trustworthy guidance. Certified advisors, holding credentials like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), have demonstrated their expertise and commitment to industry best practices. Trained to offer comprehensive financial planning tailored to your unique needs, including investment management, retirement financial planning, tax strategies, and estate planning, these advisors adhere to a strict code of ethics, prioritising your interests. Choosing a certified financial advisor near you means placing your trust in their capability to guide you towards informed decisions and long-term financial stability.
3. How Do Financial Advisors Charge for Their Services in Malaysia?
Financial advisors in Malaysia adopt various fee structures for their services, catering to different client needs. Commonly, they charge a percentage of assets under management (AUM), with rates typically ranging from 0.5% to 2% annually. For those preferring a straightforward approach, some advisors offer a flat fee model for specific services or ongoing support. Hourly rates cater to clients needing one-time or occasional advice, while commission-based fees apply when advisors recommend financial products like insurance policies or investment funds. A hybrid model, combining these fee structures, is also available, ensuring transparency and alignment with clients' financial planning needs.
4. What Are the Benefits of Working With a Top Financial Advisor in Malaysia?
Engaging with a top financial advisor in Malaysia brings a wealth of benefits. These advisors, with their extensive expertise and experience, provide tailored financial plans that resonate with your goals. Their comprehensive services, including investment management, retirement financial planning, tax optimisation, and estate planning, address all facets of your financial health. Leveraging deep market knowledge and a broad array of financial products, top advisors craft diversified and effective strategies. They offer personalised advice and ongoing support, aiding you through financial decisions and market changes. Their commitment to ethical standards ensures your interests are always a priority, enhancing your financial stability and growth prospects.
Disclaimer: Our top 10 business service listings are curated based on research, user feedback, and industry standards. While we aim for accuracy, details like pricing and availability may change. We recommend independently verifying information before making decisions. Some listings may include affiliate links, which support our site. Please note that rankings are subjective and may not reflect personal experiences. Business performance can fluctuate, impacting rankings over time. Your use of this information is at your own discretion. We welcome feedback and questions. Contact us for more details. Thank you for using mybizhub.com.my.
