Vision & Mission

Vision
To be a group of Premier Consultants and the leading Agency in the Malaysia Unit Trust Industry.
Mission
Knowledge & Values
Imparting knowledge and instilling values into people’s lives through professional Unit Trust and PRS guidance.
Excellence
Striving for continuous improvement and excellence alongside our business partners.
Balance
Promoting a healthy work-life balance for our community of consultants and clients.
Connect with a Consultant
Choose a partner to begin your investment journey.
Yok Phoo
Unit Trust Consultant and Private Retirement Scheme (PRS) Consultant.
The Federation of Investment Managers Malaysia (FIMM)
FIMM Reg. No.: F02015343
See credential
Million Ringgit Producer | Agency Supervisor | NSC Qualifier
See credential

*Million Ringgit Producer and NSC Qualifier are internal sales achievement recognition titles. Past sales performance does not indicate future investment returns and does not guarantee capital safety
Teh Fang Haw
Unit Trust Consultant and Private Retirement Scheme (PRS) Consultant.
The Federation of Investment Managers Malaysia (FIMM)
FIMM Reg. No.: F01097180
See credential
Associate Registered Financial Planner
Malaysian Financial Planning Council (MFPC)
MFPC Member code: M30020376
See credential
Project Management Professional (PMPĀ®)
Project Management Institute
See credential

We are FIMM-registered Unit Trust and PRS Consultants representing Public Mutual Berhad. You may verify our registration status at the official FIMM portal: https://www.fimm.com.my/search/


