Our Corporate Profile - B Wealth Solution
 

Our Corporate Profile

What we do

We bridge finance with life

in the simplest manner

B Wealth Solutions was newly incorporated with investment and related financial advisory services and 27 years experience expertise in insurance industry

The changing financial landscape and increasingly sophisticated requirements of Malaysian consumers call for higher standards of financial services in the country. In order to respond to the increased demand for complex financial products, we as the Financial Advisers enable Malaysians to obtain professional advice on wider options of financial products and services.

Our financial Advisers will play an important role in providing holistic financial advisory services to consumers and corporate clients, ranging from insurance protection, savings for education, retirement planning and investments for the future.

B Wealth Solution was established on 6 January2021, taking over responsibility for conduct and regulations from the Financial Services Authority.

Why we do

We get you the fair deal

Financial markets need to be honest, fair and effective so that consumers get a fair deal. We aim to be diligent, professional, honest and put priority on client’s needs at all time.

How we do

From beginning to end,

we bring you the best service

When you approach Financial Advisory services, there will be no hidden charges. We will provide with a clear information about the products and services.

We will listen to you and ascertain to meet your needs and conditions before we recommend solutions. Once you have chosen the right financial solutions, we will keep you informed the progress of your application and always be there to support your enquiries.

Our work and purpose is defined by Financial Services Act 2013.

Our Unique Value Proposition

  1. Building client's relationship through trust and partnership
  2. Specialised in developing wealth strategies and implementing suitable solutions to meet customer needs
  3. Committed to share and care our advisers and clients financial well-being

Our Corporate Values

  • We represent our client's best interest above self and committed to render our professional advise in meeting client's needs and objectives
  • We respect every individuals belief, opinion and decision and we do not judge others by our own standard
  • We are commited to work happily together as a winning team in a success environment within the firm
  • We believe in a continuous personal development and knowledge. When we stop learning, we stop growing
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