You can visit CWA Financial Planning Centre located at No 3-2, Jalan PJU 8/3B, Damansara Perdana, 47820 Petaling Jaya. You can also email us at cwa.fpc@wealthadvisors.com.my. Click here a map here.

From 8.30am to 5.00pm Monday to Friday

It's charting your future plans by getting to know your present financial position, through our 6 steps solutions and how you can attain your desired goals. Let us give you a hand in setting the right directions, picking the options that suit you best and putting them together to reach your aspired goals.

Click here and check out the 6 steps.

The ultimate goal for many of us is to achieve financial independence. It helps when our financial needs have been identified and provisions have been in place. Think of it as a 'big picture' plan which makes sense of all the various components of our financial jigsaw – taxation, cash flow, debt, investment, employee benefits, insurance protection, inheritance, etc etc.

Financial planning addresses these common life goals:

• Financial freedom during retirement
• Preparing future expenditure such as marriage, funding the children's education, or for a potential business
• Increasing our ability to manage unforeseen circumstances – serious illness, unemployment, business opportunity or accidents
• Improving our success rate if we are faced with a financial crisis – death or a breadwinner or business failure
• Caring for aging parents

This depends on the range of service you select and the complexity of your financial requirement. Our one time professional fee usually starts from RM500 and includes the initial analysis, strategy recommendations and specific proposals in implementation.

Contact us and find out more about our fees.

Our comprehensive financial planning involves reviewing your current financial position by way of cash flow, lifestyle needs and investment. We can also help determine your resources required for funding your life goals by factoring into the whole, adverse events like death, disability or loss of income.

Contact us to find out how you can experience our complimentary preliminary plan.

Our clients range from career professionals to business owners from diverse industries. They come to us because they prefer to save time and resources while pursuing their financial freedom.

A professional financial planner provides holistic advice covering a complete spectrum of financial options, compatible with your goals and aspirations. He or she will guide you on what's needed for investment, which funds to use, discuss potential risks and can help launch a savings plan into an effective financial life plan.

We prefer to think it is for the wise!

Our customers are career professionals, business owners and individuals from all walks of life. Like them, you too can learn that financial planning helps your chart your life goals in a clear, concise manner. Of course, the intention is to make our customers wealthier than when they started

We say, as early as you can.

Even though you might have just graduated and looking to find your desired career. Start now and get the hang of financial planning as soon as possible.

The more and better prepared you are, the more capable you will be in managing the twists and turns in life.