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About Us 关于我们
FTA Wealth Solutions is a one-stop financial planning advisory service in Kuala Lumpur, Malaysia.

FTA Wealth Solutions在吉隆坡提供一站式财务规划咨询服务.

We are proud to be backed by Hong Leong Assurance, one of the largest general insurance groups in Malaysia specializing in insurance and wealth management – and we aim to keep complex insurance matters simple for you.

丰隆保险是马来西亚醉的的保险集团之一,专注于保险和财务管理。很荣幸的是我们能够得到丰隆保险的支持,让我们有机会把复杂的保险简单化和改变大众对保险这个行业的看法。

Our Services 我们的服务

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 财富保障

This covers the basics of financial planning which includes risk management, medical insurance, SME solutions, mortgage protection and general insurance.

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 财富累积

We ensure that our clients’ assets are protected by advising them on and introducing various types of savings and investment plans.

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 财富分配

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.

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。



Do you need help?

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

个人财物

Short or long term, protecting your well-being or even your family - if it's important to you, it's important to us.
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

人生的里程碑

Buying your first home, getting married, having a baby, traveling the world... Get some advice and tips for life's big moments.
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

退休以后的生活

Make the most of your money and stay on top of your finances, both on the road to retirement and throughout the time after.
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

预料之外的事

Here is some advice on how to prepare and confidently deal with unexpected life events.
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。

Our Commitment 我们的承诺

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。

How Are We Different 如何区分我们和其他公司

Our Integrity 我们的诚信
Always passionate, always dedicated
永远保持着那份热情和全程投入的状态

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. 

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 我们的工作效率
All-in-one hassle-free platform
快速和方便的综合平台

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 我们的可靠度
Professionals at your fingertip
一个键让你得到专业的服务
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.
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。

Testimonials

Hear what others are saying about us

"I couldn’t be more grateful to have met the dedicated team at FTA who provides me with a one-stop seamless and end-to-end service in helping me with my car insurance especially during my busy period of the year.
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."
Low Mun Shoen
"Vivian has been a great agent! Providing the best services and giving a clear explanation of plannings. Talking about my recent case, she followed up closely with my doctor for my eyes situation and claims. She helped me to liaise with the doctor during my recovery period and ensure all my claims submitted correctly and the turn-over time is the fastest. I’m happy and worry-free to let her handle my account."

Jenny Chong
I'm greatly thankful to Jazz Khor for being there to advise me on my policy, including reviewing it and recommending what's best for me. Jazz's professionalism indeed is second to none, and I'm genuinely appreciative of his work dedication and passion in doing what's best for his clients. His efficiency, sense of responsibility and knowledge is something that I truly admire.
Alvin Hiew

How to Get Started 如何开始

Let’s get you going on taking the first action on protecting yourself and your loved ones.

让我们帮您设施保护自己和亲人的第一个行动
Already with HLA?
已经是HLA的顾客

Manage your policy with ease through accessing Hong Leong Assurance Portal.

通过丰隆保险用户网站轻松管理您的保单

New to FTA?
新顾客?

Enrolling is the first step to protecting for your future.

注册时保护您未来的第一步

Want to Talk First?
想要先了解?

Call us at +6012-2181018 or email us at supportsales@ftawealthsolutions.com

拨打+6012-2181018或发电子邮件到supportsales @ftawealthsolutions.com

Read Our Blog

April 1, 2021

How To Prepare For The Unexpected Costs Of Illness

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5 Tips To Prepare Yourself For The Unexpected

It’s safe to say we don’t leave our homes thinking an accident is just around the corner.  But that doesn’t mean you shouldn’t leave the house prepared for one. Planning ahead means that, in...

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Get to know us better.
Schedule an appointment with us now.

想了解我们更多?立即与我们预约!