About Us

Finix Advisory is a wealth profile management organization that provides services and solutions to individuals, SMEs, or corporations. Finix Advisory applies experience and expertise by connecting customers to reputable insurers, helping them understand and protect themselves from various risks, providing a safety net to move forward in their lives and businesses with peace of mind. Our goal is to empower Malaysians to live financially secure lives, plan their retirement meaningfully, and manage their wealth to realize their individual goals.

Our experienced teams design and implement various financial strategies to value our customers extraordinarily well, understanding their financial needs and goals over their lifetimes. We ensure innovation in our products, services, and channels so that our customers can succeed financially in their businesses. Our commitment to this cause has driven us to develop a business system that will secure a better financial future for you.

We are recognized for our highly productive working environment and healthy working culture.

Vision

To be the preferred, reliable, and trusted financial planning and services advisory, as well as a career development platform in Malaysia and beyond

Finix Advisory is envisioned as the market-leading provider of risk management tools for Malaysia’s industry. Our clients will depend on us for honest advice and trust that all our decisions are made with their best interests at heart.

Mission

Establishing entrepreneur networks and platforms that share common beliefs and values through financial services and businesses. Enhancing the values in people’s lives by creating wealth for everyone to develop and innovate.

Finix Advisory provides quality financial solutions and spreads positive vibes. We are dedicated to delivering innovation and excellence in our products and services for each individual client, striving to develop long-term relationships, and maintaining faith along the way.

What Drives Us?

Every Malaysian deserves to be financially protected, secure, and free. To enhance our professionalism and meet diverse financial needs, we've established specific divisions to address different client expectations. By recruiting young Malaysians into our agency family and educating them about the importance of financial planning, we believe more Malaysians will be protected and empowered to build a better financial future. Together, we aim to expand the network of financial protection in the country and become one of the top business producers in Malaysia.

Why Choose Us?

As a professional advisory firm, Finix Advisory always prioritizes our customers' best interests. To enhance our professionalism in meeting diverse financial needs, we have established specific divisions to address different client expectations.

Superb services stem from superb partnerships. Our strategic partnerships, carefully examined and selected, include OCBC Bank, Great Eastern, Rockwill, RHB Trustees, MSIG, OAC, Berjaya Sompo, and more. With the unwavering support from these smart partner companies, we have consistently demonstrated our dedication and commitment to delivering the highest quality of service and products to the public at large.

Finix Advisory focuses on four core values to maintain healthy relationships with our valued customers:

Professional Integrity: Upholding professionalism and integrity is key to building trust between our advisors and customers. We maintain a professional attitude to solve our customer’s problems by any possible means, providing truthful and sincere advice.
Service-Oriented: Placing the customer first ensures a positive and satisfying customer experience before and after the sale.
People Oriented: In addition to delivering our best to clients, we believe in developing superb relationships between our partners and associates. A pleasant and healthy working atmosphere is crucial to our corporate success. Our corporate culture aims to sculpt a balanced lifestyle, with the primary objective of helping our associates achieve financial freedom and spiritual well-being.
Sustainable Development: Sustainability is essential for an ideal career. Externally, we gain continuous trust with our customers. Internally, we work as a team to foster entrepreneurship. Therefore, entrepreneurship, teamwork, and trust are achieved.

These four core values are the keys to sustainable development for Finix Advisory, whether in the past, present, or future. We will consistently uphold professional integrity, be service-oriented, people-oriented, and committed to sustainable development, making Finix Advisory the customer’s first choice for an advisory firm.