Total Financial Freedom; build your dream; protect your dream; your dream lives on

CIMB Wealth Advisors fully supports the notion of financial freedom and hence, the creation of our versatile Total Financial Freedom (TFF) concept that focuses on YOU. TFF enables your consultant to select a range of products from our product suite after analyzing your needs and risk profile in order to provide an aggregated solution which fits your dream.

All of us have needs and desires - some of us may wish to have a stress-free & contented retirement, others may want to buy a dream home, and yet some may merely like to ensure that they have enough money invested for a rainy day!

TFF is a fantastic way to ensure that your goals remain achievable, regardless of the trials & tribulations we all have to face in life, whether we like it or not! Your dreams are not to stay as merely dreams.. Dreams can be realized when you work hard at it and find a way to make it happen
.. The choice is YOURS.

 

Our Services

1. Unit Trust
   • Third Party Funds
     • HwangDBS Investment Managemend Berhad
     • OSK-UOB Unit Trust Berhad
     • Pheims Unit Trust Berhad
     • TA Unit Trust Berhad
   • Regular Savings Plan
   • Invest Using EPF
2. Insurance & Takaful Protection
3. Wasiat
4. Trust Nomination Service
5. Renewal of Road tax and Car Insurance