Thank you Prudential Malaysia for the recognition! PRUMDA Club is for agency representing Prudential that have achieved Million Dollar sales production and actively recruiting new talents to the team. #wealthplanning #ewagotcha
EWA® Wealth Advisory
Perkhidmatan Kewangan
Cyberjaya, Selangor 316 pengikut
Integrated Financial service boutique agency | Financial Sustainability for All through Planning What Matters
Perihal kami
Whether you need help to determine your goals and where you want to be financially in the future, or you're already maintaining a growing wealth plan, we are ready to listen with empathy to lay out a plan that ensures you are on the path to success. We want to get to know you, your family, and what your aspirations are. We tailor a strategy based on your unique needs to help you and your family create an actualization of your personal financial vision. Our economy is unpredictable at the best of times, and we're ready to stand by you and your wealth planning to ensure you achieve meaningful and sustainable returns. We want to ensure you're ready to prosper and will review your plan to properly assess how it can achieve the optimal growth required to meet your personal financial vision.
- Industri
- Perkhidmatan Kewangan
- Saiz syarikat
- 11-50 pekerja
- Ibu pejabat
- Cyberjaya, Selangor
- Jenis
- Milik Persendirian
- Ditubuhkan
- 2005
- Pengkhususan
- General insurance, SME insurance, Debt consolidation , Wealth management , Mortgage loan, Financial advisory, Personal tax planning, Will writing, health insurance, Property insurance, Buy-sell agreement, Contractor all risk, Public liability, Company staff compensation
Lokasi
-
Utama
Dapatkan arah
Cyberjaya, Selangor 63000, MY
-
Dapatkan arah
Puchong, Selangor 47100, MY
-
Dapatkan arah
Petaling Jaya, MY
Pekerja di EWA® Wealth Advisory
-
Michele Fun
Helping young talents (fresh graduates)🚀 to build a sustainable income stream in wealth planning profession | Certified Master Coach | Be Nurtured,…
-
Hayatun Syamila
Financial Consultant & Income Protection Specialist. I help people to protect income, build cash flow for life events and distribute it through…
-
Azlinda Nor
Takaful Consultant & Legacy Planning Specialist. I keep families together by providing cash flow solution and wealth planning services through simple…
-
Thavishnu Devan
Wealth Planner at EWA Wealth Advisory | MA (Hons) Business & Finance from Heriot-Watt University Malaysia
Kemas Kini
-
We're #hiring a new Financial Consultant in Puchong, Selangor. Apply today or share this post with your network.
-
We're #hiring a new Unit Trust Consultant (freelance) in Puchong, Selangor. Apply today or share this post with your network.
-
We're #hiring a new Financial Consultant in Puchong, Selangor. Apply today or share this post with your network.
-
Onboarding a Fresh Graduate Meet Vishnu, our newest addition to the team! Although he's stepping into the industry without any prior experience, his MA (Hons) in Business & Finance serves as a solid foundation. With a blend of optimism and determination, he’s ready to embark on this exciting journey. Vishnu's primary goal is to establish a sustainable income stream. He’s already tackled the life insurance licensing exam and has secured a contract with Prudential Assurance Malaysia Berhad. Up next, he’s gearing up for the #unittrust exam! 🚀 Welcome aboard, Vishnu!
-
-
Elevate your career as a Wealth Planning Consultant! Yeah, our work revolves around planning works on wealth protection, wealth accumulation, and wealth distribution But we are mainly in the #consulting game like doctors and lawyers, and we require to have the right #certifications to do our thing. Just like them, we have to put in #training hours every year to keep our licenses. Officially, we are Consultants, and people reach out to us for help with their wealth planning. When we spot a financial issue, we dive deep, do our research, and then suggest solutions. It’s a lot like seeing a doctor – they check you out, figure out what’s going on, and recommend treatment. Our jobs are no different; we "prescribe" financial solutions based on individual needs. And our industry is highly regulated. We have a set of mandatory courses to complete on a yearly basis in order to upscale our professionalism. We even have Professional indemnity insurance coverage, just like doctors and lawyers. We welcome you to connect and find out more info. #wealthmanagement #financialconsultant #elevateYourCareer
-
-
🚀✨ Looking to sharpen your financial acumen while having fun? Join us for an engaging session of the Cash Flow Game! 💡 📅 Date: 20 July, 2024 (Saturday) 🕒 Time: 9.00AM -2PM 📍 Location: TRX, KL The Cash Flow Game, inspired by Robert Kiyosaki's "Rich Dad Poor Dad," is more than just a game. It's a powerful educational tool that simulates real-life financial strategies and decision-making. Whether you're a seasoned pro or just starting on your financial journey, this game will challenge your thinking, broaden your financial horizons, and help you: 🔍 Discover new ways to manage and grow your wealth 📈 Master the principles of investing and passive income 💬 Network with like-minded individuals 🎉 Most importantly - have FUN while learning! 💬 RSVP: https://lnkd.in/g8HKSUqK Don't miss out on this fantastic opportunity to learn, play, and grow together. Let's turn financial literacy into a game – and win together! #CashFlowGame #FinancialLiteracy #InvestInYourself #Networking #WealthBuilding #LearnAndGrow 👥📊🧠
-
-
Good news! We are opening the door to accepting fresh graduates. With our new entrepreneur development program designed just for fresh graduates, you work closely under the mentorship of our founder, Coach Michele. Please send your resume to michele@ewawealth.com May the force be with you.
Helping young talents (fresh graduates)🚀 to build a sustainable income stream in wealth planning profession | Certified Master Coach | Be Nurtured, then Nurture Others to Betterment ❋
May the force be with us. My teammates want fresh grads in the team, but I’m not buying the idea. They kept trying to convince me to open my heart 😑 I’m just not convinced, as I observed they’ll come, learn then job-hop to another company. For many years, only one has stayed - - the fresh graduate who had a Bachelor of Law. She was one with business acumen. That was like 18 years ago!! The unfortunate thing is, when my teammates wanted it, like a radio, they kept replaying it since the end of last year 🙄, and last night I said “OK lah!” to start inviting. Only for one intake in June 2024. From today onwards, we open the door to invite fresh graduates to start your entrepreneurial journey with us. I know you're not sure if this is for you, so no worries, I'm also not sure if you're suitable, so we talk and find a way to work it out. Follow me, connect with me, and message Michele Fun Happy applying! #freshgraduate #entrepreneurship #leadership
-
-
They’re all our active agents, who aim to help 32 families per year. In order to do that, they are committed to attend our monthly meeting at the first Saturday of the month and everyone of them will make a separate appointment for one-on-one mentor session. Our learning session of the day, ‘ask the right questions relating to a client’s problem’. And everyone went home with an assignment to hand out during mentor session. We are still looking for individuals who want a business opportunity or career opportunity in financial services industry, to join our team. Feel free to reach out to us for details. #hiring #wealthmanagement #retirementplanning
-
-
We're #hiring a new Financial Sales Consultant in Puchong, Selangor. Apply today or share this post with your network.