Creating Assets, Protecting Value
Empowering you to make informed financial decisions
to safeguard what matters most
We provide financial solutions that matter to individuals and businesses, helping our clients secure what is most important in life through some of their most significant financial decisions. Established over 30 years ago, we understand the importance of privacy and the high level of trust required in our work.
We specialise in holistic financial planning, ensuring that the crucial decisions made now are well planned for future needs. We are risk management specialists, facilitating succession planning, wealth distribution, accumulation, and asset protection.
Our associates hold qualifications including RFP (Registered Financial Planner), ChFC (Chartered Financial Consultant), and Shariah RFP (Shariah Registered Financial Planner). Based in Mont Kiara, we provide a high level of personalised expertise, backed by one of the largest financial institutions in Asia.
Meet Our Team
Mei Li
BSc (Hons) Mgt. Sc. (UK), RFP
Mei Li is a Senior Registered Financial Planner with over two decades of experience in financial services. She focuses on providing personalised solutions for individuals, families and businesses to safeguard the value of assets and grow generational wealth.
She offers valuable insights into financial solutions and strategies designed to meet each clients' needs at different life stages. She draws from prior career experience, having worked in Product Development at AIA Bhd, Malaysia's leading insurer. She also has a Bachelor of Science degree in Management Science from the University of Warwick in the United Kingdom.
Mei Li's commitment to excellence and professionalism is recognised by her achievement of being a member of the prestigious MDRT (Million Dollar Round Table) for eight consecutive years. She has also served as an AIA Pro Coach, guiding and mentoring aspiring professionals in the industry.
Outside of her professional pursuits, Mei Li is passionate about well-being and health. She enjoys creating delicious meals in her kitchen and engaging in wellness programs.
Mei Chern
BSc(Hons), MPhil (Cantab, UK), Shariah RFP
Mei Chern is a Shariah Registered Financial Planner who specialises in helping diverse clients with fundamental aspects of financial planning to proactively manage their personal risk areas and achieve their financial goals.
She has over 16 years of experience and is adept at helping her clients make sound financial decisions that align to their values and their specific needs. Mei Chern is also a member of MDRT (Million Dollar Round Table) and offers her clients a unique perspective to financial planning.
Educated in the United Kingdom, Mei Chern is a trained psychologist with a Bachelor of Science in Psychology and a Master of Philosophy in Experimental Psychology from the University of Cambridge. She has served as Program Director for a centre specialising in children with learning difficulties.
In her leisure time, Mei Chern enjoys expressing her creativity through songwriting and music.
Datin Ng Pit May
MII-LUTC Dip, FChFp, Shariah RFP
Datin May has been providing financial solutions to a range of clients over the last three decades, with a wealth of knowledge and experience.
She is a Registered Financial Planner, Chartered Life Practitioner (ChLP) and MDRT (Million Dollar Round Table) member who has won multiple industry awards. These accolades are not merely symbols of her success but a testament to her unwavering commitment in providing the best service to her clients.
Datin May enjoys sharing ideas, listening and providing solutions from various perspectives to her clients, many of whom have become friends. She actively gives back to society by lending her hand in community service. She also keeps herself fit by practising pilates.
Connie Wong
MII-LUTC, ChFC
Connie Wong is a co-founder of the company with over 40 years of experience in working with her clients across their different life stages.
She is a qualified Chartered Financial Consultant (ChFC) graduate and multiple-time MDRT (Million Dollar Round Table) member. She has won various industry awards and a keen industry speaker. Her vision is to empower and train the younger generation of advisors to ensure their clients secure their long-term financial goals.
Connie Wong’s wealth of experience guides our firm’s direction and values.
Major Leow, AMN
Managing Director, RFP
Major Leow is a co-founder of the company with over 40 years experience in the field.
Major Leow has been an active member of various industry associations. His past positions include Secretary-General of the National Association Of Malaysian Life Insurance Fieldforce and Advisers (NAMLIFA), and past-president of The Life Underwriters Sales Executive Board (LUSEB). He currently sits on the National Council of the Malaysian Financial Planning Council (MFPC).
Before starting this firm, Major Leow had an illustrious career as an aeronautical engineer with the Royal Malaysian Air Force. For his contributions, Major Leow received the Ahli Mangku Negara (AMN), a medal awarded to those providing extraordinary and meritorious service to the King and country.