WHY CHOOSE FTA WEALTH SOLUTIONS?
Expertise You Can Trust
With our strong partnership with Hong Leong Assurance, we bring you decades of experience and deep industry knowledge in insurance and wealth management.
Holistic Approach
At FTA Wealth Solutions, we take a holistic approach to financial planning. Our experienced and dedicated team customises solutions specifically to match your unique goals and aspirations.
One-Stop Solution
From retirement planning to risk management, we offera complete suite of financial planning services under one roof, making it convenient for you to achieve financial freedom.
WEALTH PROTECTION
This covers the basics of financial planning which includes risk management, medical insurance, debt consolidation, mortgage protection and general insurance.
WHATEVER YOUR NEEDS, WE'RE HERE TO ASSIST YOU.
Let us help you achieve your financial goals.
GET A FREE FINANCIAL ASSESSMENT FROM US
When you choose us, we will stand by you at every stage of your life as a family.
Our main priorities are to give you the best advice to easily and safely move towards financial independence by understanding your profile and risks. We can achieve this together with you by guiding you on your financial journey, which we analyse and categorize your needs into:
我们主要的服务程序是先了解您的背景和计算风险,再为您量身定做最合适的方案,让您能够轻松安全的达到财务自由。不同的人生阶段会有不一样的需求,只要您选择了我们,我们定会陪您走过每一个春夏秋冬。为了让您更容易的达到财务自由,我们会对您的需求进行分析并分类为:
Wealth Protection
This covers the basics of financial planning which includes risk management, medical insurance, SME solutions, mortgage protection and general insurance.
财富保障
这包含了财务规划的基本服务,包括风险管理,医疗保险,中小企业解决方案,房产抵押贷款保障和普通杂险。
Wealth Accumulation
We ensure that our clients’ assets are protected by advising them on and introducing various types of savings and investment plans.
财富累积
我们为客户提供最合适的储蓄和投资计划以确保您的财富得到应有的保障。
Wealth Distribution
This is where we plan for the passing on of the estate to the next generation. We also help in drafting their will and setting up a trust for their family.
财富分配
我们提供立遗嘱服务并为您的家人建立信托,这是为了让您的资产能够顺利的传递给亲人。
Life is full of big moments – both good and bad.
Let us know how we can help you today by preparing you for whatever comes your way.
生活总是充满着许多的重要时刻,不管是好的或坏的;让我们帮助您为未来做好准备。
Personal Finance
Short or long term, protecting your well-being or even your family - if it's important to you, it's important to us.
个人财物
无论是短期或长期,如果保护好自己和家人对您很重要,那对我们而言也很重要。
Life Milestones
Buying your first home, getting married, having a baby, traveling the world... Get some advice and tips for life's big moments.
人生的里程碑
购买自己的第一套房子,建立自己的家庭,传种接代,环游世界...通过我们获取人生重要时刻的一些建议和技巧 。
Retirement & Beyond
Make the most of your money and stay on top of your finances, both on the road to retirement and throughout the time after.
退休以后的生活
无论是在退休的路上还是在退休后的过程中,充分利用您的资金并掌控好自己的财务状况。
Retirement & Beyond
Here is some advice on how to prepare and confidently deal with unexpected life events.
预料之外的事
给予您正确的意见应该如何为预料之外的事情做好充足的准备。
We want to help you plan for your future by advising you on how to build, accumulate, protect and distribute your wealth.
As a leading insurance agency, we serve individuals, businesses and institutions throughout Klang Valley through our network of professional, diverse and passionate partners who strive to treat you the way we would want to be treated.
我们希望能够通过专业的意见来帮助您如何建立,累积,保障和分配财富,规划好自己的未来。身为前卫的保险公司,我们以专业知识和热诚服务雪隆区个人,企业和商业机构,提供您希望的方式对待您。
Our Integrity
Always passionate, always dedicated
We are accredited and staffed by experienced specialists, each with over ten years of personal experience. We are always passionate about what we do and carry out our assignments with the utmost care. Our work is based on the relationships we have built over the years through trust, reliability, integrity and commitment. For our advice to be meaningful, it must come from a caring attitude and a position of trust and integrity.
我们的诚信
永远保持着那份热情和全程投入的状态
公司的每一位合作伙伴都由超过10年人生经验的导师进行过专业培训。我们对工作充满热诚并时时刻刻抱着谨慎的态度去完成每一个任务。这个行业必须基于顾客对我们的信任,可靠性,诚信和承诺;所以每一次的建议都必须是发自内心的关怀和保持中立才能够得到最好的效果。
Our Efficiency
All-in-one hassle-free platform
We have established an innovative platform to interact with our clients and partners to ensure that our services to you are always quick, convenient and seamless. Our platform covers everything from enquiry to product delivery, and even goes as far as enhancing our services.
我们的工作效率
快速和方便的综合平台
我们创造了客户于合作伙伴互动的创新平台以确保能够为您提供快速,方便和天衣无缝的服务。我们的平台提供全方面服务,从咨询到提供所有的产品内容,甚至可以帮助增强我们的服务。
Our Reliability
Professionals at your fingertip
Our partners have extensive knowledge in financial planning, from asset protection to wealth creation and distribution. In line with the current trends, we work together with our partners to use online platforms to improve communication and enhance their performance, to better serve their client networks and to attract new partners.
我们的可靠度
一个键让你得到专业的服务
从创造到保障和分配财富,我们的合作伙伴都拥有着广泛的知识。随着现今时代的改变,我们利用线上平台来进步,包括语言沟通以提高合作伙伴的表现,并确保他们能够为客户提供更好的服务及吸引更多的潜力合作伙伴。
Hear what others are saying about us
And I am now a returning customer in getting my WILL made through FTA. Again, with their high-level expertise, I do not doubt getting the best piece of advice ever. That is one of the many reasons why I keep going back to FTA."
Let’s get you going on taking the first action on protecting yourself and your loved ones.
Already with HLA?
Manage your policy with ease through accessing Hong Leong Assurance Portal.
已经是HLA的顾客
通过丰隆保险用户网站轻松管理您的保单
New to FTA?
Enrolling is the first step to protecting for your future.
新顾客?
注册时保护您未来的第一步
Want to Talk First?
Call us at +6012-2181018 or email us at supportsales@ftawealthsolutions.com
想要先了解?
拨打+6012-2181018或发电子邮件到supportsales @ftawealthsolutions.com