Empowering Your Financial Journey

Your wealth.
Your legacy.
Our plan.

MWMC Wealth Planners helps you protect what you've built, grow what you have, and pass on what matters — through expert insurance, investment, and estate planning.

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Trusted by 1,000+ clients
across Malaysia
Your financial plan overview
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Life & Medical Insurance
Coverage active since Jan 2024
Active
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Investment Portfolio
RM 24,500 · +8.3% YTD
Active
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Will Planning
Draft ready for review
In Progress

Strategic Partners With

Great Eastern OCBC Allianz Lonpac Tokio Marine Rockwills Tay Chambers Principal Great Eastern OCBC Allianz Lonpac Tokio Marine Rockwills Tay Chambers Principal
What We Offer

Three pillars of a complete financial plan

Every plan we build covers protection, growth, and legacy — because all three matter.

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01

Insurance Planning

Life happens — we make sure you and your family are covered when it does. From life and medical insurance to critical illness riders, we find the right policy for your stage of life.

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02

Investment Planning

Put your money to work with structured unit trust investments aligned with your goals. Whether you're just starting or scaling up, we design a strategy that grows with you.

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03

Estate Planning

From wills to trust funds, estate planning ensures your assets are distributed exactly as you wish. We help you build a legacy that protects and provides for the people you love.

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How It Works

From first call to full plan in 4 steps

1

Free Consultation

We start by understanding your situation — no forms, no pressure, just a conversation.

2

Personalised Plan

Your advisor puts together a plan tailored to your income, goals, and life stage.

3

Implementation

We handle the paperwork while you make decisions — our job is to make it simple.

4

Ongoing Reviews

Life changes — your plan should too. We check in regularly to keep you on track.

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Clients served
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Years experience
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Client satisfaction
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Total coverage provided
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Client Stories

What our clients say

Real people who took the first step toward financial security.

Sharina Tiyu
Sharina Tiyu Manager
Kenny provides excellent and impeccable service. He has never failed to provide the best plan for my health and retirement — always just a call away when I need assistance.
Louise Ooi
Louise Ooi Principal
Eilieen is more than just my insurance agent — she is kind and a trustworthy friend, always there when someone needs her. 😘❤️
Lee Hon Yee
Lee Hon Yee Retiree
I have known Kenny Lim for over twenty years, during which time he has consistently delivered exceptional service. He has always been ready to offer prompt advice whenever I had questions about my policy terms and conditions.
Tan Lee Fong
Tan Lee Fong Housewife
Eva is professional, reliable, and genuinely cares about her clients' peace of mind. I truly feel secure and well taken care of under her guidance.
Ng Kiang Sia
Ng Kiang Sia Business Owner
I bought insurance with Kenny when I was 19, and now at 47 his service is just as excellent as the day we first met — even after 28 years.
Lydia
Lydia Housewife
Sherry is a very professional, responsible and knowledgeable financial consultant. Her honesty, clarity and positive attitude make me feel comfortable and trust her recommendations. I am grateful for her helpfulness, expertise and commitment to my financial wellbeing.
Ricky Chen
Ricky Chen Manager
Kenny has been my servicing agent for more than 20 years. His service is always fast and efficient. Very much appreciated.
Koh Hwee Ping
Koh Hwee Ping Manager
Ms Stella provides wonderful service. She responds to my needs quickly and explains every policy patiently and in detail. Claims are handled promptly too, so I feel genuinely protected. Thank you. 😊
Tan Shi Shi
Tan Shi Shi Housewife
I have known Kenny for more than 20 years. He is a very kind and responsible person. Whenever a customer needs help, he quickly steps in to solve the problems we encounter.
Get Started

Ready to take control of your financial future?

Book a free, no-obligation consultation and we'll show you exactly where to start.

  • 30-minute session, completely free
  • No hard selling, ever
  • Speak with a licensed advisor
  • We come to you — online or in person

Book your free session

We'll get back to you within one business day.

Or chat on Telegram — we reply fast.

Request received!

Thank you for reaching out. One of our advisors will contact you within one business day.

If it's urgent, you can also reach us at enquiry@mwmc.com.my.