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Date : 9th March 2019
Time : 9:00am - 11:30am
Venue : Bon Appetit, Oasis Square

There are many events happening around like Trade War, Brexit, Malaysia New Government and etc... Our two speakers, Mr. Sherman and Mr, Murugesh has shared with us the Market Opportunity and Strategy along the year.

Date : 5th March 2019
Time : 9:30am - 11:30am
Venue : Harveston Office

Harveston New Adviser Fast Track Program is structured to groom existing insurance agent/unit trust consultant/banker to become Licensed Financial Adviser. By going through our Total Wealth Planning practice, adviser is able to serve at the best interest of the clients. This is our Module 2 which guide advisers to identify and establish their affinity market.

For further enquiry, please contact us at 010 209 3299 or drop your message at

Date : 24th February 2019
Time : 2:30pm - 4:00pm
Venue : Harveston Office 

It was our pleasure to be invited as speaker to share about Wealth Management topic with a group of female entrepreneurs. Among the wealth management planning, they were eager to know about education planning for their children. They benefit a lot from the sharing.