Interesting Facts from our Recent Webinars...
Responded they are not satisfied with their current insurance advisors
Have less than RM50,000 savings for emergencies
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
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).