HOW WE BEGAN
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 in these areas.
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 empployee benefits, consulting, advising and services management.
Throughout our history, we have patterned our business on the needs of our clients. Our sight is focused on the goals of the clients; and executing and delivering it in accordance to clients’ 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.
Our team members are expected to take personal responsibility in not only meeting but exceeding the needs and expectations of our most valued 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.
OUR PHILOSOPHY
Leadership inspires teamwork. The collective creativity, experience and talents of our people provide the ideas and innovation that formulates strategies, policies and programmes for our achievements.
We hope to be recognised for our philosophy of WINGS:
Work Discipline to develop good work habit. Discipline ensures success.
Inspire Others to greater heights. Mutual support is the basis of teamwork.
Need Selling to ensure that our clients are properly sold. High persistence is the result of needs well sold.
Goal Directed to achieve high productivity. Success habits are goal directed.
Service Beyond Self to build clients and keep the business in the books. Good service ensures long-term success.
OUR MISSION
We will endeavour to provide best advice and services to all our clients to add value to their lifestyle through ownership of risk and other financial products.
We will promote and create an awareness of the clients’ financial and risk objectives to fulfill their lifetime goals.
We will provide an objective collaboration to discover the needs of our clients.
We want to raise the awareness of policyholders as to their rights and privileges as provided for in their policy contracts.
MOVING FORWARD...
Faced with the challenge of a rapidly changing environment, we will work constantly to improve our strategies, and to adapt to the market uncertainties. Hence, we will justify our future growth by enhancing efficiency, productivity, our advisory approach, and a range of value added services for our clients.
We will continue to improve our services and advice to our clients to add value through ownership of their insurance and financial products.
We will also continue to provide training, workshops and seminars to educate our clients and the general public on financial awareness and the benefits of various financial products & services.
Come meet us up close
Every one of our team members is devoted to delivering the finest possible advice and service.
Our Team
LIM YAN CHANG
Managing Director / Financial Coach
He is articulate, self-motivated, a warm and compassionate individual who understands human character. Even though he is a qualified architect, he made his mark in the insurance industry which he joined in 1986. Ever since, he has garnered a string of impressive qualifications and recognized by his peers for his contributions.
He is a moderator and a trainer for the Malaysian Insurance Institute since 1992 and has also moderated programmes in Indonesia and Sri Lanka. He consistently qualified for the Company Million Dollar Producer Club and International Quality Award from 1992-1996. He is a founding member and past President of the Malaysian Association of Chartered Financial Planners. He is also a past Vice-President of the Malaysian Financial Planning Council (MFPC). Together with 2 other partners, he set up Standard Financial Planner Sdn Bhd (SFP), a leading financial planning company in Malaysia.
He puts his credible expertise in financial services including investment, succession and estate planning. He has been providing succession planning advice and services over the years to various professional practitioners including lawyers, doctors, architects, engineers, IT companies as well as small manufacturing enterprises (SMEs). He also includes estate planning as part of the comprehensive planning process. YC Lim is a licensed financial planner (CMSRL) with Standard Financial Adviser Sdn Bhd.
He shared his experiences and expertise by designing corporate benefit schemes for leading companies like Ajinomoto, Carrier, PricewaterhouseCoopers, MAICSA and others. A notable speaker, he speaks regularly at various platforms like colleges, institutes, organizations and corporations.
He helms Wings Alliance Sdn Bhd a progressive company set up as a consultancy for various financial services and products. A leader who upholds the importance of team spirit, discipline and dedication, he epitomizes the company’s success and achievement.
B. Arts and B. Architecture, National University of Singapore
Chartered Financial Consultant, ChFC
Chartered Life Underwriter, CLU
Life Underwriter Training Council Fellow, MII-LUTCF
Registered Financial Planner, RFP
Registered Financial Consultant, RFC
Associate Life and Health Claims, ALHC
Associate Customer Services, ACS (LOMA)
Agency Management Training Council, AMTC
Associate Australian Insurance Institute, AAII
LIM PEI WEN
Financial Coach
Lim Pei Wen has 20 years’ experience in the financial services industry. Over the years, she has obtained various personal development-related professional qualifications and she has developed financial coaching programmes which entail reviewing, refining, restructuring and re-animating clients’ financial roadmaps. She selflessly shares her skills and experiences through workshops and training for financial practitioners. She is passionate about coaching the public and financial practitioners on realising their goals.
She is a
-Certified NLP Coach
-Certified ICC coach
-Certified NLP Trainer by NLPU, University of California.
-Certified Hypnotherapy Master Coach by ACHE
-Certified Positive Discipline for Parenting Facilitator
-Certified Positive Discipline for Classroom Facilitator
-Affiliate Financial Educator, NFEC
-Affiliate RFP, MFPC
Pei Wen has conducted public workshops and corporate training in financial coaching programmes. She also developed the Financial literacy programme for families at different age groups.
CHRISTINE CHANG
Business Associate
Dip. Chartered Institute of Marketing
15 years in Banking industry
Christine has been in the financial services industry for more than 20 years providing insurance advice and services to her many clients.
LIM PEI PEI
Business Associate
More than 18 years in service industry, she has won numerous awards in the life insurance industry.
ONG HAN KEONG
Business Associate
B. Finance & Accounting
With 4 years experience in Banking industry, he has joined the financial services industry for over 10 years. He specialises in policy reviews and analysis.
YONG WYE FUN
Business Associate
B. Econs, Certified Financial Planner (CFP),
Member of Financial Planning Association of Malaysia (FPAM)
TRISTON NG
Business Associate
B. Science(Environment). He has worked for 4 years in a healthcare company.
Ms Lim
Administrator
Wings Alliance Sdn Bhd
Ms Yip
Administrator
TEP Enterprise