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Finix Advisory Services

Life Insurance & Family Takaful

  • Income Replacement

  • Debt Cancellation Plan

  • Million Medical Plan

  • Critical Illness Protection Plan

  • Personal Accident Protection Plan

  • Annuity Plan

  • Saving & Investment Plan

Business & Corporate Risk Management

  • Marine Cargo Insurance

  • Public Liability

  • SME Comprehensive Business Protection Plan

  • Contractor All Risk

  • Workman Compensation

Corporate Services

  • Company Secretary Services

  • Incorporation of Sdn Bhd

  • Company Information Search

  • Nominee Director Services

Employee Benefit

  • Keyman Insurance Plan

  • Group Hospitalisation & Surgical

  • Group Term Life

  • Group Personal Accident

Banking Product (OCBC Bank)

  • Mortgage Loan

  • Business Loan

  • Credit Card

  • Saving/ Fixed Deposit Account

General Insurance

  • Motor Insurance

  • Travel Insurance

  • Fire & Burglary Insurance

  • Personal Accident Insurance

Estate Planning

  • Will Writing

  • Trust Setup 

  • Estate Management

Investment

  • Unit Trust (Public Mutual)

More Services

We understand that sometimes, it is difficult to understand what planning you need to get to safeguard yourself. So we have researched, compared, and collated all the available services and solutions for you!

Medical Record Analysis

Medical Card Package

With sky-high medical costs today, it is more important than ever to get yourself covered. Failure to do so can easily cost you a few hundred thousand dollars for just one treatment. Ensure your coverage today for the following treatments:

  • In-patient medical treatment or surgery

  • Day surgery

  • Consultations with specialists before, during, and after the hospital stay

  • X-rays and laboratory tests

  • Critical illnesses such as cancer or heart bypass

You may be young, but it’s never too early to get covered. Treat your body the way it deserves to be treated and get your plan now.

Fresh Graduate Package

Getting your first paycheck is indeed a moment to remember. You are finally free and can stop being dependent on your parents for survival. However, with great freedom comes great responsibility. Since you are now fending for yourself, it's time to think about your protection as well.

Here’s where we come in – let us help you find the most effective financial plan right out of college.

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Baby Holding Parent

Baby Package

The birth of your newborn brings joy, dreams, and wonderment. It is indeed a moment to cherish for the rest of your life.

At this point, you also have the responsibility to protect and care for your newborn. Let us assist you with that and discover exactly the type of protection your child needs at this critical juncture.

Allow your child to grow up with the protection he/she deserves.

Education Package

Education is perhaps the most important thing parents want for their child. However, tertiary education is expensive, making it wise for parents to start saving for this early.

There are countless financial products in the market that claim to help you save for your child’s tertiary education, but not all are credible.

Before deciding on a plan or product, do your due diligence and research thoroughly. Here, we believe strongly in first-class research and provide education fees analysis to help you determine the right amount to save without affecting your daily expenses and lifestyle.

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Retirement Package

The truth is, there is never a 'right' time to start planning for our retirement. However, there are advantages to starting early.

Starting early not only provides you with more time to save a decent nest egg but also allows you to ride out fluctuations in the market more easily.

Here at Finix Advisory, we customize your retirement planning based on your lifestyle and spending patterns, ensuring you can enjoy your retirement earlier and more comfortably.

Investment Package

Warren Buffett once said that one of the eight wonders of the world is compound interest. One of the most compelling reasons for you to invest early is to get your money to work for you!

By investing your money, you are allowing it to generate more money by earning interest without you putting in any man-hours – essentially earning for you even as you sleep.

That's why, at Finix Advisory, we want to help you develop an early investment foundation. Let us leverage the power of compounding – we guarantee we can help you build a pool of capital for you to fall back on in later years.

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