About Us

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Our Business Activities PLA established since July 2013, we practice our professionalism in Financial Planning to assist our client developing their lifestyle plan. Ensuring sufficient wealth is created to meet our client current and future lifestyle objective. We provide comprehensive planning in Investment, Life & General insurance, Mortgages, and Will & Trust.

Our advisors hold various professional qualification namely Registered Financial Planner (RFP), Shariah Registered Financial Planner (SRFP), Certified Financial Planner (CFP), Associate Estate Planning Practitioner (AEPP), Life Planning Advisor (LPA).

At PLA, we are committed to provide our best financial practice in order our client’s financial goal can be achieved.


OUR VISION

“To provide quality services that exceeds the expectations of our esteemed customers”

OUR MISSION
“Build long term relationships with our clients and provide exceptional customer services by pursuing business through professional and innovative strategy.”

CORE VALUES
We believe in treating our client with respect and faith. We grow through professional, invention and innovation.

Your Lifestyle Planner.

GOALS
Regional expansion in the field of Financial Planning and develop a strong base of key clients.

Build top standard in financial planning industry.

Groom a team of young and professional financial planner.