2009
- Established at Klang under GVFA
- Fully Financial Adviser and Capital Markets Services Licensed Practices
- With 4 Advisers
2010
- CUTA Licensed
- Offer Full Fledged Wealth Management Services
- Office at Megan Avenue KL
- With 10 Advisers
2011
- CPRA Licensed
- Office Expansion to Surian Damansara
- With 20 Advisers
2012
- Providing Offshore Solutions
- Practice Discretionary Mandate Investment Portfolio
- Top PRS Distributor Award under Hwang DBS
- With 35 Advisers
2013
- Harveston Era via Management Buy Out
- New Office Setup at Oasis Square
- Rockwills Rising Star Award
- 6 International Dragon Awardees
- AUM Exceeded RM 100 million
- With 50 Advisers
2014
- Platinum Award Winner with 12 International Dragon Awardees
- Handard International Asia Pacific 2nd Runner Up
- AUM Exceeded RM 150 million
- With 65 Advisers
2015
- Implement TWP-Total Wealth Planning Process
- New Risk Management Division Set Up
- Platinum Award Winner of Internationa Dragon Award
- Hansard International ASEAN 1st Runner Up Distributors Award
- AUM Exceeded RM 210 million
2016
- SinChew SME Business Excellence Award Winner
- Collaboration with YYC & Co. by forming YYC Harveston to offer Corporate Wealth Management Services
- Platinum Award Winner of International Dragon Award
- Hansard International ASEAN 1st Runner Up Distribution Award
- AUM Exceeded RM 300 million
2017
- SinChew SME Business Excellence Award Winner
- CIA 500 Award 第一届世界华人保险500强团队
- Platinum Award Winner of International Dragon Award
- AUM Exceeded RM 300 million
2018
- Family Wealth Management Expert of the Year Malaysia 2018
- CIA 500 Award 第二届世界华人保险500强团队
- Organised the Malaysia First Integrated Holistic Wealth Management Conference by an Independent Financial Advisory Firm