Advisory Services & Financial Coaching

  Helping you take charge of your financial future

Corporate Employee Benefits

Protecting your most important assets

Life and General Insurance

   It's not just possibilities, it's peace of mind.

Business Succession Planning

Toward an orderly transfer of business

Wealth & Estate Distribution

Ensuring your objectives are adhered to

Wings Alliance for you and your family

Envision the life you want to lead. Plan to make it happen. We can help with information and tools to guide you - whatever life brings to you.

Financial Security

Paying for Education

Savings and Investments

Life Insurance

Retirement

Wings Alliance for businesses and organisations

Helping business owners protect, conserve and pursue more value from their businesses, more tax efficiently.

Business Goals

Employee Benefits

Succession Planning

LIM YAN CHANG
Managing Director /      Financial Coach

   I'm not telling you it is going to be easy,   I'm telling you it's going to be worth it.

LIM PEI WEN
Financial Coach

We take pride in developing 'bridges' or 'plans' that allow our clients to move from their present situation to their future financial goals.

ONG HAN KEONG Business Associate

Continuous learning will ensure we are never left behind in our journey towards financial success.

Internship in Financial Coaching

 

Learn about how the industry operates and how closely it relates to your daily lives. 

Kick start your career in the financial industry with us.

What Is Financial Coaching? by Dr Michael Collins

What Our Clients Say

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