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This article first appeared in Personal Wealth, The Edge Malaysia Weekly, on May 14, 2018 - May 20, 2018

There is an urgent need for more holistic planning solutions in Malaysia’s wealth management industry, said Phang Kar Yew, executive director of wealth management firm Harveston Financial Group.

According to Phang, the term “wealth management” in Malaysia is often perceived as investment advisory services. However, wealth management is more than just investment; it encompasses retirement planning, life and health insurance, education funding, tax planning, estate planning and succession planning.

“This misconception happens among most Malaysians because the majority of the wealth management practitioners in Malaysia — agents, consultants and private bankers — only focus on investment products. In fact, more than 90% of them are not offering a holistic approach to wealth management and not addressing the overall needs of their clients,” he said at the 2018 Harveston Wealth Management Conference media briefing.

編號:340-CoverIII

標眉:焦點話題三

大標:專業會計師到保險理財顧問
副標:陳志強深耕商業保險市場,成功開發20個企業客戶

前言:
商業保險雖不易開發,
但若成功開發經營,
讓陳志強從會計師轉戰保險理財業,
透過5關鍵持續經營16年,
成為商業保險行銷專家,
成功開發20家中小型企業,
商業保險客戶高占六成。

◎文:葉俐伻

This article first appeared in Smart Investor - Special Focus, on November 2018. 

The Harveston Financial Group of Companies’ teamwork and The Harveston Financial Group of Companies’ teamwork and advisory training bring a breath of fresh air to the industry.