About

At Excel One, we help our clients ensure that they have what matters most in life, through some of the most important financial decisions they will make.

 

Established over 30 years ago, we understand the importance of privacy and a high level of trust involved in the nature of our work. We are specialists in estate planning, with expertise in the associated areas of financial services. Our associates' qualifications include RFP (Registered Financial Planner), ChFC (Chartered Financial Consultant), and Shariah RFP ( Shariah Registered Financial Planner). 

 

Based in Mont Kiara, our office is strategically located to provide comfort and access to our clients for their financial planning needs, giving you a high level of personalised expertise with the solid backing of one of the largest financial institutions in Asia.