Interesting Facts from our Recent Webinars...

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OF ATTENDEES
1 %

Responded they are not satisfied with their current insurance advisors

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OF ATTENDEES
1 %

Have less than RM50,000 savings for emergencies

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OF ATTENDEES
1 %

Do not have Annual Financial Reviews with their insurance advisors

What I can do for you:

Customised Client Focused
Solutions

Casey has been working with business professionals and advising them how to optimise their insurance and financial portfolios for the last 18+ years. His clients include C-Suite Executives, Company Directors, Managing Partners, and senior executives and management professionals. His background as a licenced lawyer and business graduate gives him a unique perspective in solving problems faced by his clients.

Casey adopts a consultative approach with all his clients by providing customised solutions and not typical insurance agents ‘one-size-fits-all’ and product-focused methods used by most insurance agents in Malaysia.

How I Can Help

Wealth Distribution

  • Insurance Trusts & Legacy Planning
  • Wills & Estate Planning
  • Family Trusts Planning
  • Legacy Insurance Plans

Wealth Protection

  • Life Insurance
  • Critical Illness
  • Personal Accident
  • Medical / Hospitalisation
  • Motor & Fire Insurance

Wealth Creation

  • Foreign Currency Investment-Linked Plans
  • Endowment & Savings Plans
  • Unit Trusts
  • Private Retirement Scheme (PRS)
  • Education Plans

It matters who you work with.

Book a Free Consultation with Casey

Schedule a 30 minute call with me

Casey Wai

If you’d like me to look at your insurance or financial portfolio, do get in touch with me by choosing a slot of your choice. You will receive a confirmation email from me and a link for the virtual meeting.

Contact details

Office: A1-07-13, Arcoris Business Suites, 10 Jalan Kiara, Mont Kiara, 50480 Kuala Lumpur
WhatsApp: +6017 205 5548
Tel: +603 6413 6991
Email: [email protected]

Backed by WAI Associates Group, serving Malaysian families since 1977, with 5,000+ clients served, RM60 million in claims paid and RM1 billion sum assured managed (as of 31 Dec 2024).