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Making Your Financial Dreams

Come True

enriching your financial journey
Financial Services . Financial Coaching

Making Your Financial Dreams

Come True

enriching your financial journey
Financial Services . Financial Coaching

Your Financial Wellbeing

is Our Pinnacle

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

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“There are no secrets to success. It is a result of preparation, hard work and learning  from failure.”

– COLIN POWELL

We provide various business services to help our clients to handle different issues and boost their business. 

welcome to our website!

Your Financial Wellbeing

is Our Pinnacle

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

"

“There are no secrets to success. It is a result of preparation, hard work and learning  from failure.”

– COLIN POWELL

We provide various business services to help our clients to handle different issues and boost their business.

Quick, Smart & Great Solutions

We stand for business transparency, fair play and equal rights for every client. We follow legislation and help our clients take care of taxes and complex financial statements.

Insurance Restructuring

We put emphasis on bringing your business to another level, on its development and positive changes to help our clients organise and review their existing insurance programmes.

Insurance Restructuring

We put emphasis on bringing your business to another level, on its development and positive changes to help our clients organise and review their existing insurance programmes.

Find out more

Financial Coaching

Financial coaching can also accelerate your wealth building by taking the most efficient and effective actions toward achieving your goals.

Financial Coaching

Financial coaching can also accelerate your wealth building by taking the most efficient and effective actions toward achieving your goals.

Find out more

Unit Trust Investments

Our responsibility is to provide you with the right solutions, clear and accurate calculations.

Unit Trust Investments

Our responsibility is to provide you with the right solutions, clear and accurate calculations.

Find out more

Succession Planning

Engaging the Next Generation of Leaders. We work closely with you to understand your goals and develop your succession plan.

Succession Planning

Engaging the Next Generation of Leaders. We work closely with you to understand your goals and develop your succession plan.

Find out more

Corporate Employee Benefits

Once you have great employees on board, how do you keep them from jumping ship? One way is by offering a good benefits package.

Corporate Employee Benefits

Once you have great employees on board, how do you keep them from jumping ship? One way is by offering a good benefits package.

Find out more

Legacy Planning

All wealth accumulated during our lifetime has to be distributed to our loved ones or other intended parties.

Legacy Planning

All wealth accumulated during our lifetime has to be distributed to our loved ones or other intended parties.

Find out more

Our Ongoing Activities

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Getting Started

We work closely with you to understand your goals and then develop your entire business plan.

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Wealth Planning Model

Our management consulting services focus on our clients’ most critical issues.

Asian couple meeting financial adviser for investment planning.

Financial Coaching

We know how to achieve success and complete the bravest goals with minimum expenses!

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In-House Workshops

We put emphasis on bringing your business to another level, on its development and positive changes

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Public Workshops

During our work we integrate principles of fair play. We turn ideas into actions, delivering qualified help to our clients.

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Employee Financial Literacy Training

Can lead to: Better health, increased employee retention, morale, productivity and profits, lower absenteeism and health care costs.

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Internship

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.

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Our Knowledge Bank

Our responsibility is to provide you with the right solutions, clear and accurate calculations.

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>3000

HAPPY CLIENTS

>100mil

ASSETS CREATED

>5000

CUPS OF COFFEE

>1200

TRAINING HOURS CONDUCTED

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.

Inhouse News

3Ds of

Investment

Tips for

Managing Expenses

True

Events

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

Choose Your Pricing Plan

Policy Review

Basic Fee

RM119
Insurance Restructuring
Risk Planning
Wealth Planning
Financial Advisory

Financial Coaching

Basic Package

RM200
Financial Goal Reviews
Accountability
Interactive Learning
3D Experiences

Public Workshops

Participation Fee

RM55
Family Coaching
A Day Out With Money
Financial Coaching with NLP
Financial Coaching Intensive
What People Say
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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
MrMrs Michael Ong 200x210

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

Get  Quick Takes

from our Advisory Team

Brief answers of frequently asked questions on current financial issues.

let`s get in touch

Contact Details

Visit Us:

D-3A-58, Level 3A, Block Dahlia, 10 Boulevard, PJU 6A. Lebuhraya SPRINT, 47400 Petaling Jaya, Selangor

Call Us:

Tel:  +603 77291322  (mon – fri  9am to 5pm except public holidays)     Fax:  +603 7729 8322 

Contact Us: 

Email:   wings@mywings.com.my

 

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