Wings Alliance Sdn Bhd

WINGS Alliance Sdn Bhd was established in 2001 as a practice for various financial services and products, backed by reputable resources, financial competencies and the stability of past experiences. During this period, we have managed several large-scale projects involving group retirement schemes, health and accident programmes and life insurance schemes. The scopes of services for these projects include design of various employee benefits, consulting, advising and services management.

We have always patterned our business on the needs of our clients focusing on their goals, and executing and delivering it in accordance to their requirements.

WINGS Alliance builds relationships on the basis of trust ensuring that the clients’ bottom line is at the top of our priorities. We are constantly creating value through the consistent delivery of professional advice and services, meeting the needs of our clients. With quality in mind, we will continue to build a highly effective organisation that is motivated in fulfilling our commitment to exceed clients’ expectations.

Wings Alliance Sdn Bhd

Financial Services . Financial Coaching

Our Services

 “We recognise that every business and individual is different and therefore will work to customise solutions to fit your diverse business and personal needs.”

For Individuals

Insurance Restructuring

Financial Coaching

Unit Trust Investments

Estate Planning

For Corporate Clients

Succession Planning

Corporate Employee Benefits

Employee Financial Literacy Training

THE WEALTH PLANNING MODEL

Most financial coaches use a wealth planning model based on the different phase of the financial cycle. Generally, the 3 key areas are wealth protection, wealth accumulation and wealth distribution. These represent the conservation phase, growth phase and finally the distribution to beneficiaries.

Brief answers of frequently asked questions on current financial issues.

Investment

3 Ds

Tips for

Managing Expenses

A

True Events

Our Team

Join us ....explore your potential career path with us

Join us ....explore your potential career path with us

Working Experience

Fresh Graduate

Student

Our Awesome Clients

I can never deny that having sufficient and complete protection is important, but it has to be based on my family’s needs and abilities. We do have other financial avenues to take. We need someone who is able to review our insurance portfolio and advise us based on our current and future needs. 

Mr Jason Lee

We sincerely thank Wings Alliance for putting in the effort to review our insurance portfolio, going through our cashflow, exploring our investment portfolio and also guiding us in wealth distribution.  Now we have sufficient protection by paying 60% less in premiums,  unlocked our dead assets of  RM350,000 and reduced our liabilities of RM200,000.We are glad that we had the opportunity to meet Ms Lim Pei Wen and her team.

Mr & Mrs Michael Ong