We are a successful agency of PAMB founded in 2005 by Mr Lee who is a professional life coach in Financial Services & Planning with more than 20 years of experience in the Industry.

We have a team of professional financial entrepreneurs that specializes in providing Protection, Savings & Investment Services to our clients by having a full range of products meeting their needs in Medical, Retirement, Unit Trust, Will writing & much more.

JOB DESCRIPTION:
1. To help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.

2. Analyze this information and present realistic, meaningful recommendations based on their clients' financial situations and goals.

3. Discuss many personal finance topics with their clients, including debt management, savings objectives and strategies, and personal and family budgeting.

4. Discuss investment strategies, estate planning considerations, protection planning through insurance, and retirement accumulation and distribution tactics.

also known as K.A.S.H, is our culture that we constantly nurture within the agency to create a positive environment and increase productivity, where we encourage everyone to grow and bloom in success!

Here, you control your own increment, be your own boss and control your promotions!

With the right Knowledge, good Attitude, powerful Skills and positive Habits, you can achieve anything, the SKY is your limit. Let us guide and show you HOW.

 

Our motto:

a balanced work life is essential for the soul. The company offers a lot of opportunity to travel around the world first class and we believe in rewarding your hard work with more incentives. With flexible working hours, we are able to live life to the fullest and not miss out on the important things in life.

We are in the business of helping people by providing our community and society with peace of mind and financial freedom.