The 8 Best Financial Advisors in Malaysia

Best Financial Advisors in Malaysia

By Aisya binti Ahmad

There are various experts who claim to be the best financial advisors in Malaysia and deciding which one to hire can be tricky. You have to make sure that the person you’re working with can help you manage your money, build your wealth, and secure your future.

To find out who can truly assist you in all your financial needs, check out our list below! These are the financial advisors that Malaysians recommend the most, based on our survey.

1.  Excellentte Consultancy

Excellentte Consultancy's Homepage

BEST FOR  A full-service financial advisor
SERVICES Corporate solutions

Personal insurance

Investments

Wills and trusts

Foundations

WEBSITE Excellentte Consultancy

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ADDRESS No. A-02-05, Neo Damansara, Jalan PJU 8/1 Damansara Perdana, 47820 Petaling Jaya, Selangor Darul Ehsan
CONTACT DETAILS 0163140007 | [email protected]
OPERATING HOURS Monday to Friday: 9:00 AM to 6:00 PM

Just as their name implies, Excellentte Consultancy is one of the best financial advisors in Malaysia. They look for the best financial solutions based on their clients’ individual needs.

You’ll be able to sit back and relax with their help! That’s since you’ll know that skilled and knowledgeable experts are handling your investments, savings, retirement provisions, and more.

Highlights

  • Wide range of financial products
  • Compliance with Bank Negara and Securities Commission Malaysia regulations and guidelines
  • A long list of reliable business partners

Customer Reviews

We aren’t the only ones who see the parallelism between their company’s name and performance. A glowing comment on Google Reviews is as follows:

“As the name suggests Excellent, Experienced and Empowering.”

-Paul See

Another review can be seen on their website:

“I have found my Financial Adviser, Larry to be responsible, friendly and always makes effort to keep in touch with me every now and then. The conversations we have are always pleasant and educational. I find that I am actually able to learn from him about different aspects of financial planning, drawing on his extensive experience in the Financial Services industry.”

-Faidhi Fahmi

 

2.  Harveston Wealth Management

Harveston Wealth Management's Homepage

BEST FOR  Comprehensive financial solutions
SERVICES Personal and family wealth management services

Corporate wealth management services

WEBSITE Harveston Wealth Management

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ADDRESS D-9-02, Block D, Oasis Square, No. 2, Jalan PJU 1A/7A, 47301 Ara Damansara, Selangor
CONTACT DETAILS +60 10-209 3299 | [email protected]
OPERATING HOURS Monday to Friday: 9:00 AM to 6: 00PM

Drawing up an effective plan to meet your financial objectives is no easy task. Worry not, because Harveston Wealth Management can help you.

They are some of the most reliable financial advisors in Malaysia. They make sure that you make sound decisions when it comes to your money by providing top-notch asset managers for all your needs.

You can count on them to set up an orderly estate for you by implementing tax planning or creating a successful investment plan. They can take on a large number of other tasks besides those too!

Highlights

  • Virtual financial advisory services
  • Skilled and understanding advisors
  • Customized and integrated financial solutions

Customer Reviews

Over the years, Harveston Wealth Management has served various clients in Malaysia. Tango Chong gave them a five-star review on Google, as a result, and many of their clients speak positively of them even now.

 

3.  Advance Fin Advisory

Advance Fin Advisory's Homepage

BEST FOR  A thorough financial planner
SERVICES Cash flow planning

Insurance and takaful planning

Investment planning

Tax planning

Retirement planning

Education planning

Estate planning

Seminar room booking

Claim service

WEBSITE Advance Fin Advisory

Facebook

ADDRESS 138-3-5, Anson Cube, Jalan Anson, 10400 Georgetown, Pulau Pinang
CONTACT DETAILS +60 11-1646 1919 | [email protected]
OPERATING HOURS Monday to Friday: 9:00 AM to 5:00 PM

Trust that Advance Fin Advisory will research the best opportunities available for you and handle your investment decisions objectively. Their team is dedicated to serving individuals and small- to medium-sized businesses in need of professional financial advice.

They listen to each of their clients attentively. This is to ensure that they are able to create a plan that meets your individual needs.

Highlights

  • Highly trained advisors
  • Various financial services

Customer Reviews

People have left them praises on Google, which shows that Advance Fin Advisory is one of the more popular and trusted financial advisors in Malaysia.

“A fun place to collaborate business that value win-win & innovative.”

-Joshua Gan

 

4.  Blueprint Planning

Blueprint Planning's Homepage

BEST FOR  Integrated financial plans
SERVICES Financial planning

Product advisory

Cash flow management

Investment planning

Estate planning

Retirement planning

Wealth protection

Small business solutions

Islamic financial planning

International wealth management

Family office

WEBSITE Blueprint Planning

Facebook

Twitter

LinkedIn

ADDRESS Block 1-03-03, Pusat Perniagaan Temasya 8,  Jalan Doktor U1/67, 40150 Shah Alam
CONTACT DETAILS +60 3-5888 0407 | [email protected]
OPERATING HOURS Monday to Friday: 8:30 AM to 6:00 PM

Blueprint Planning takes great pride in being one of the leading financial advisors in Malaysia. When you work with their experts for your financial plan, they will cover wealth accumulation, protection, and distribution.

With them, you can have more time for yourself, and trust their team to handle everything financial for you.

Highlights

  • 7-step quality advice process
  • International reach
  • High standards of professional training

Customer Reviews

There is no doubt that Blueprint Planning has your best interests in mind. The rave reviews on Google show just how much they care for their clients:

“A financial planning firm that puts the clients’ needs first. No product pushing.”

-Farah Ross

“Award winning financial planning company in Malaysia.”

– K. R. Raju

 

5.  VKA Wealth Planners

VKA Wealth Planners' Homepage

BEST FOR  Advisors with keen attention to detail
SERVICES Personal financial planning

Corporate advisory

Wealth management advisory

Offshore investment

Corporate private retirement scheme advisory

Employee benefit programs and general insurance

WEBSITE VKA Wealth Planners

Facebook

ADDRESS E-7-27, IOI Boulevard, Jalan Kenari 5, Bandar Puchong Jaya, 47170 Puchong, Selangor Darul Ehsan
CONTACT DETAILS +60 3-8071 1661 | [email protected]
OPERATING HOURS Tuesday to Friday: 9:00 AM to 5:00 PM

Having a professional back and review your financial decisions is crucial if you want to avoid any financial mistakes. Fortunately, VKA Wealth Planners is available, and it’s one of the most reputable financial advisors in Malaysia.

Their team is dedicated to helping you achieve your short-term and long-term financial goals. Their experience speaks for itself too when it comes to why they’re part of this list.

Highlights

  • 17 years in business
  • Has four entities that help you reach your financial goals
  • Various strategic partners

Customer Reviews

Various people have noted the expertise and amiability of their advisors. A reviewer gave them this review on Google:

“Planner is very friendly and provide good services”

-Lim Von Shien

 

6. Capspring Temasik Financial Group Sdn Bhd

BEST FOR  Financial advisory
SERVICES Personal Financial Advisory, Islamic Financial Advisory, Corporate Financial Advisory, Private Wealth Advisory, Estate Planning Advisory
WEBSITE http://www.capspring.com.my/en/
ADDRESS Menara Mitraland D-02-05, 13A, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor.
CONTACT DETAILS [email protected] | +603 7610 0618, +609 703 3840
OPERATING HOURS Monday – Friday: 8:00 am – 5:00 pm

Established in 2013, Capspring Temasik Financial Group is a financial advisory firm that offers a variety of services for clients.

With more than 15 years of practical experience on business and personal marketing, they assist clients in pinpointing exactly what they need to achieve their financial goals. Capspring also has a team of industry partners that can aid in giving the best there is to offer to cater to client needs.

Highlights

  • Multiple choices for clients
  • Experienced advisers
  • Ensured client contro

 

7.  Absolute Financial Solutions Ltd.

BEST FOR  Financial solutions
SERVICES https://absolutefsl.com/solutions/
WEBSITE http://absolutefsl.com/
ADDRESS Suite B-10-01 Plaza Mont Kiara

2 Jalan Kiara Mont Kiara

50480 

Kuala Lumpur 

Malaysia

CONTACT DETAILS + 603 6203 1960

[email protected]

OPERATING HOURS Monday-Friday: 10am-5pm

Saturday-Sunday: Closed

Absolute Financial Solutions is an experienced wealth management company. They offer personalized bespoke services that take into account all your individual needs. 

Their team of advisers are equipped with experience and expertise that guarantee the quality of service you deserve.

Highlights

  • Holistic and highly personalised approach
  • Globally located
  • Honest fees

8. Demax Lifebiz

BEST FOR  Financial protection services
SERVICES https://www.demaxlifebiz.com/services
WEBSITE https://www.demaxlifebiz.com/
ADDRESS 77A & 79A, Jalan Batai Laut 3, 

Taman Intan, 41300  Klang, Selangor.

CONTACT DETAILS [email protected]

Tel: 03-33580369     Fax: 03-33431886

OPERATING HOURS Monday-Friday: 8:30am-9:30pm

Saturday-Sunday: Closed

Demax LifeBIZ has been around since 2011. They offer notable financial services that focus on providing personal, family and business financial planning. 

Their clients are their top priority. Hence, their commitment to providing the right financial solutions that are geared towards a financially secured future.

Highlights

  • Partnership approach
  • Customized risk transfer strategies.
  • Reliable partner

 

After you’ve worked with one of the financial advisors in Malaysia that we’ve listed, leave your comments down below and let us know how it went. We look forward to hearing from you!

But wait — don’t stop there either! Accurate financial decisions come hand in hand with reliable accounting software, after all. Browse through our list of the best accounting software in Malaysia to see which one fits your needs best, so you can take control of your accounting too!

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