About FTA_v2 – FTA Wealth Management

About Us

ABOUT FTA

Established in 2018, FTA Wealth Solutions stands as a trusted one-stop professional advisory service for comprehensive financial planning expertise. Our unwavering dedication is centered on helping to empower our clients to build wealth, protect assets, and most of all, ensure the well-being of your loved ones.

VISION

Build FTA Academy and our reputation as a trusted financial brand, as well as empowering individuals with greater financial literacy.

MISSION

Simplify insurance education to reshape perceptions and enhance understanding.
Demonstrate the transformative power of financial planning tools in improving overall financial well-being.
Guide individuals towards financial freedom by cultivating avenues for passive income generation.

OUR PASSION

At FTA Wealth Solutions, our mission is clear: to empower your financial well-being. Through our streamlined LIMA presentation, we make financial planning easy, providing peace of mind without complex insurance tasks.

OUR CORE VALUES

At FTA Wealth Solutions, we embody our core values every day, shaping our success and guiding our decisions. These principles are more than words—they are the essence of who we are.

OUR GOALS

We aim to rapidly expand our organisation to 500 employees and partners within three years, alongside scaling our presence across multiple locations in Malaysia. We’re on a mission to redefine financial planning, making it approachable with easy-to-understand products and trustworthy advice—all just a click away on our user-friendly platform.

TESTIMONIAL FROM OUR CLIENTS AND PARTNERS

Successful 6-figure compensation for cancer

David

Easing family burdens with crucial hospitalisation claim

Joanne

From aspiring interior designer to FTA Senior Partner

Jazz Khor

     Excellent  
     Based on 33 reviews 
    
 
 
   
 
 
        
   Kelly Choong 
 2024-04-24
 
 
 Trustindex verifies that the original source of the review is Google. I appreciate the sharing session organized by FTA about Women’s health at Pantai Hospital Bangsar on 20th April. I find the sharing very important and useful where most of the women may have neglected or didn’t pay much attention on own health. Well done FTA team and keep it up! Spread more awareness to help the community.
  
 
       
   Lydia I. Thomas 
 2024-04-23
 
 
 Trustindex verifies that the original source of the review is Google. Samantha and I met through a mutual friend who asked her to review my current plans. From the meetings, I can tell that Sam has a lot of passion for what she does best - providing advice on insurance coverage, financial planning and so on, where you will get the best solutions that suit your needs.  She is also very understanding, helpful and patient with her client. I am grateful for her understanding.

One of the things that impressed me about Sam and her team is their commitment to giving back to the community. They don't just sell insurance policies or provide wealth advisory; they also educate us on how to live a healthy and happy life. They organize health talks, wellness workshops and more, where we can learn from experts, network with their other customers, and support the same causes. I think this is a great way to build trust and loyalty with their customers and to make a positive impact on society. I appreciate their efforts and generosity, and I look forward to joining more of their activities in the future.

Thank you Sam and team! Keep it up!!
  
 
       
   Adeline Cheong 
 2024-04-22
 
 
 Trustindex verifies that the original source of the review is Google. Thank you Samantha & team for organising the recent health talk by Dr Saladina & Dr Priyanka @ Bangsar Pantai Hospital. It was very informative & an eye opener for me. Your love for the community & sharing is commendable.
  
 
       
   edwin thong 
 2024-04-16
 
 
 Trustindex verifies that the original source of the review is Google. Big Thanks to Vivian Sin for assisting the hospitalisation claim in very professional and effective way. She reminded me every steps during admission and discharge. Make everything so easy. Great Service!
  
 
       
   Jacky Tan 
 2024-01-23
 
 
 Trustindex verifies that the original source of the review is Google. Samantha and her team conduct the session with high energy and explain in details and help me to understand my financial status and how to improve it. Thank you everyone, you all are awesome!
  
 
       
   Sabrina 
 2024-01-23
 
 
 Trustindex verifies that the original source of the review is Google. Great session by Samantha
  
 
       
   Eliza Low 
 2024-01-23
 
 
 Trustindex verifies that the original source of the review is Google. Informative sessions with Samantha and her team , Nicole provided professional insight about financial planning to achieve financial goals
  
 
       
   Calista Carine 
 2024-01-23
 
 
 Trustindex verifies that the original source of the review is Google. Samantha is very knowledgeable and helpful to educate us on financial literacy
  
 
       
   Ken Kan 
 2024-01-16
 
 
 Trustindex verifies that the original source of the review is Google. thank you very much miss Vivian renew and claim insurance fast and easy and give a lot of suggestions and advice very good service
  
 
       
   Felix Chui.S.B 
 2024-01-15
 
 
 Trustindex verifies that the original source of the review is Google. Have bought all insurance package of my whole family of four from Ms. Samantha Sin,. She is fabulous, very expert and experience. Have faced some cases through emergency, claims and etc. She is so responsive and responsible and helping through almost everything. I highly recomend her if anyone would like to buy insurance go for Samantha Sin. Cheers and keep up the good work. Thanks.