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11 Best Financial Advisors in Malaysia [2024]

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Financial Advisor Malaysia

Best Financial Advisor Malaysia
Best Financial Advisor Malaysia

Finding a financial planner or advisor in Malaysia can be tricky. You want to make sure you are getting someone who is qualified and experienced enough to give you sound advice that will help your finances. This post discusses the 11 Best Financial Advisors in Malaysia, just for you!

 1. Great CSA Management

Great CSA Management - Financial Advisor Malaysia (Credit: Great CSA Management)
Great CSA Management – Financial Advisor Malaysia (Credit: Great CSA Management)
  • Key Services: Insurance, Investments, Wills and Trusts and Foundations
  • Website. http://www.greatcsa.com/
  • Address: A-3-11, Merchant Square @ Tropicana, Jalan Tropicana Selatan 1, PJU 3, 47410 Petaling Jaya, Selangor, Malaysia
  • Phone: (603) 7883 0925
  • Email: enquiry@greatcsa.com
  • Operating hours: Weekdays 08:30 am – 5:3 0pm

Great CSA Management is founded on a young staff of financial experts that assist individuals, families, and corporate clients in selecting the best risk-appropriate finance solutions. They are focused on the needs of their clients and give thorough recommendations with cutting-edge tools.

2. Capspring Temasik Financial Group Sdn Bhd

 Capspring Temasik Financial Group Sdn Bhd - Financial Advisor Malaysia (Credit: Capspring Temasik Financial Group)
Capspring Temasik Financial Group Sdn Bhd – Financial Advisor Malaysia (Credit: Capspring Temasik Financial Group)
  • Key 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.
  • Phone: +603 7610 0618
  • Email: enquiries@capspring.com.my
  • Operating hours: Weekdays 8:00 am – 5:00 pm

Capspring Temasik Financial Group was founded in 2013 and is a financial advisory firm that offers a wide range of services to clients. With over 15 years of practical business and personal marketing expertise.

3. Harveston Wealth Management

 Harveston Wealth Management - Financial Advisor Malaysia (Credit: Harveston Wealth Management)
Harveston Wealth Management – Financial Advisor Malaysia (Credit: Harveston Wealth Management)
  • Key Services: Financial Consultant, Investment Management Company and Insurance Company
  • Website. https://www.harveston.com.my/
  • Address: D-9-02, Block D, Oasis Square, No. 2, Jalan PJU 1A/7A, 47301 Ara Damansara, Selangor
  • Phone: +60 10-209 3299
  • Email: fb@harveston.com.my
  • Operating hours: Weekdays 9:00 am to 6: 00pm

Harveston Wealth Management provides online financial advisory services. Their experienced and knowledgeable specialists create and combine financial solutions to meet the needs of each customer.

4. Absolute Financial Solutions Ltd.

Absolute Financial Solutions Ltd. - Financial Advisor Malaysia (Credit: Absolute Financial Solutions)
Absolute Financial Solutions Ltd. – Financial Advisor Malaysia (Credit: Absolute Financial Solutions)
  • Key Services: Financial solutions
  • Website. https://absolutefsl.com/
  • Address: Suite B-10-01 Plaza Mont Kiara 2 Jalan Kiara Mont Kiara 50480 Kuala Lumpur Malaysia
  • Phone: + 603 6203 1960
  • Email: solutions@absolutefsl.com
  • Operating hours: Weekdays 10:00 am – 5:00pm

Absolute Financial Solutions is a knowledgeable financial management firm. They provide tailored, one-of-a-kind services that are customized to your specific demands. Their team of financial advisors has knowledge and expertise, ensuring excellent customer service.

5. Excellentte Consultancy

Excellentte Consultancy - Financial Advisor Malaysia (Credit: Excellentte Consultancy)
Excellentte Consultancy – Financial Advisor Malaysia (Credit: Excellentte Consultancy)
  • Key Services: Corporate solutions, Personal insurance, Investments, Wills and Trusts, and Foundations
  • Website. https://excellentte.com/
  • Address: No. A-02-05, Neo Damansara, Jalan PJU 8/1 Damansara Perdana, 47820 Petaling Jaya, Selangor Darul Ehsan
  • Phone: +(603) 7725-3007
  • Email: contactus@excellentte.com
  • Operating hours: Weekdays 9:00 am to 6: 00pm

One of Malaysia’s first professional financial consultancy firms is Excellentte Consultancy. They were formed in 1997 and are regulated by Bank Negara Malaysia and the Securities Commission of Malaysia, delivering a full range of financial consulting services.

6. Wealth Vantage Advisory Sdn Bhd

Wealth Vantage Advisory Sdn Bhd - Financial Advisor Malaysia (Credit: Wealth Vantage Advisory)
Wealth Vantage Advisory Sdn Bhd – Financial Advisor Malaysia (Credit: Wealth Vantage Advisory)
  • Key Services: Financial Services
  • Website. https://www.wealthvantage.com.my/
  • Address: Wealth Vantage Advisory Sdn. Bhd. (1143931-M) No. 1-2, Jalan 2/76C, Desa Pandan, 55100 Kuala Lumpur
  • Phone: +6 03 9202 5666
  • Email: hi@wealthvantage.com.my
  • Operating hours: Weekdays 9:00 am to 6: 00pm

Wealth Vantage Advisory Sdn Bhd, a financial advisory firm in Malaysia, uses fintech to help clients achieve their financial life goals. Their goal is to create and nurture the proper value system for their advisors and employees while also showing it with their clients.

7. Nexus Capital

Nexus Capital - Financial Advisor Malaysia (Credit: Nexus Capital)
Nexus Capital – Financial Advisor Malaysia (Credit: Nexus Capital)

Nexus Capital, with its cutting-edge financing community, aids small and medium-sized enterprises in developing their capital resources while also assisting them in gaining access to working cash. They give comprehensive financial evaluations, create customized credit reports, and construct workable solutions.

8. MDG Consultancy

MDG Consultancy - Financial Advisor Malaysia (Credit: MDG Consultancy)
MDG Consultancy – Financial Advisor Malaysia (Credit: MDG Consultancy)
  • Key Services: Financing Solution Services
  • Website. https://mdgc.com.my/
  • Address: 11-2, Jalan TPP 1/4, Taman Perindustrian Puchong, 47100, Puchong, Selangor
  • Phone: 03-3310 0077
  • Email: sales@mdgc.com.my

The MDG Consultancy is a subsidiary ofMDG Capital Holdings Sdn Bhd, which has a stellar reputation in the sector. Furthermore, they have over 10 years of expertise in banking financial services, as well as other sectors.

9. Globaleye

Globaleye - Financial Advisor Malaysia (Credit: Globaleye)
Globaleye – Financial Advisor Malaysia (Credit: Globaleye)
  • Key Services: Investments and Insurance
  • Website. https://www.globaleye.com/
  • Address: Equatorial Plaza, Level 20 Office, 1217, Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia
  • Phone: +60358702379
  • Email: enquiry@globaleye.com
  • Operating hours: Weekdays 08:30 am – 5:3 0pm

Globaleye is a user-friendly platform that connects you with a wide range of secure investments, funds, and managed portfolio solutions through a team of highly qualified financial specialists who all have the FA’s seal of approval. Their experienced planners will assist you in establishing your goals and creating a unique strategy based on your needs and goals.

10. Advance Fin Advisory

 Advance Fin Advisory - Financial Advisor Malaysia (Credit: Advance Fin Advisory)
Advance Fin Advisory – Financial Advisor Malaysia (Credit: Advance Fin Advisory)
  • Key Services: Financial Planning, Investments, and Insurance
  • Website. https://advancefa.com/
  • Address: Wisma Kinta 11-7-5, Lorong Kinta, 10400 Georgetown, Penang.
  • Phone: +60 11-1646 1919
  • Email: hello@advancefa.com
  • Operating hours: Weekdays 9:00 am to 5: 00pm

Advance Fin Advisory gives the greatest possibilities accessible and provides you with an objective viewpoint on your financial decisions. Their staff is focused on assisting individuals and small- to medium-sized firms in need of expert financial guidance.

11. Demax Lifebiz

 Demax Lifebiz - Financial Advisor Malaysia (Credit: Demax Lifebiz)
Demax Lifebiz – Financial Advisor Malaysia (Credit: Demax Lifebiz)
  • Key Services: Financial protection services
  • Website. https://www.demaxlifebiz.com/
  • Address: 77A & 79A, Jalan Batai Laut 3, Taman Intan, 41300 Klang, Selangor.
  • Phone: 03-33580369    
  • Email: demaxlifebiz@gmail.com
  • Operating hours: Weekdays 8:30 am- 9:30 pm

Demax Lifebiz has been in operation since 2011. They provide personal, family, and business financial planning as well as distinctive financial services. Their clients come first. As a result, they are dedicated to offering the finest financial solutions for individuals who want to achieve long-term success.

Financial Advisor Malaysia

The financial Advisors in Malaysia are dedicated to providing the best opportunities available for you and handling your investment decisions objectively. Their team of experts is ready and waiting to partner with you in order to create a stellar financial plan that suits your needs. If this sounds like what you’re looking for, contact one now!

Check out the links below to read other articles on our site:

What is a financial advisor?

A financial advisor is a professional who provides guidance and advice on how to best manage your money. Financial advisors can help you save for retirement, invest your savings, and plan for major life events like buying a home or sending your children to college. Financial advisors can also help you with budgeting and financial goal setting.

How much does a financial advisor cost in Malaysia?

Financial advisor fees can vary depending on the type of services you need and the experience of the financial advisor. Financial advisors typically charge by the hour, with rates ranging from RM100 to RM300 per hour. Some financial advisors may also charge a flat fee or a percentage of your assets under management.

What are the benefits of having a financial advisor?

There are many benefits of working with a financial advisor. Financial advisors can help you save time and money by providing expert advice on how to best manage your finances. Financial advisors can also help you avoid costly mistakes, such as investing in risky investments or taking on too much debt. Financial advisors can also help you stay disciplined with your finances and reach your financial goals.

How to choose a good financial advisor in Malaysia?

Here are 11 factors to consider when choosing a financial advisor in Malaysia: – Credentials: Make sure the financial advisor has the proper credentials and is registered with FPAM. – Experience: Choose an experienced financial advisor who has a proven track record. – Fees: Consider the fees charged by the financial advisor. Hourly rates can range from RM100 to RM300 per hour. – Financial goals: Make sure the financial advisor understands your financial goals and is able to help you reach them. – Investment philosophy: Ask the financial advisor about their investment philosophy and make sure it aligns with your own. – Risk tolerance: Be honest with the financial advisor about your risk tolerance and make sure they invest accordingly. – Time horizon: Make sure the financial advisor understands your time horizon for reaching your financial goals. – Financial situation: Be honest with the financial advisor about your current financial situation. – Communication style: Choose a financial advisor who has a communication style that you are comfortable with. – Trust: Make sure you trust the financial advisor and feel comfortable with them. Take your time in choosing a financial advisor and be sure to ask plenty of questions. Once you find someone you are comfortable with, they can help you reach your financial goals. Financial advisors can provide valuable guidance and advice, but ultimately, it’s up to you to make the final decisions about your money.

Rachel Tan - FunEmpire

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Rachel Tan is the editor at FunEmpire Media Malaysia. She has over 8 years of experience in the media industry discovering the best local businesses, places and things to do in Malaysia. From lifestyle, entertainment, food, travel, education and more, Rachel is a trusted source to curate the very best Malaysia has to offer.