Shim Boon Wah 简介

Established in the year of 1999, we have been providing top tier financial services for our clients for the past 2 decades. We have been relocated to Beach Street, Georgetown.

Our company mission is to build and grow income for our team members and also provide the best advices to our clients and more to come in the foreseeable future. We are known for producing incredible results and ranking Top 1 in the Northern Region of Malaysia.

We promote a healthy working environment and do not discriminate one another. Nobody is above anybody and we treat newcomers with equal respect as we do the seniors.

The group is led by a youthful group manager with 30 years of expertise, and we always provide our customers our very best effort. Our team has won numerous regional competition championships over the last few years. 5 MDRT, 10 qualifiers for international travel, multiple million dollars in group sales, and 20+ years of financial planning experience.

Along with our credentials, we will also provide our own training to help us become proficient financial planners. In addition, a young financial planner who was 22 years old was promoted to Unit Manager. In order to create a better professional path, he is now directing his comrades.