Wealth Integrated Services Sdn Bhd

Wealth Integrated Services Sdn Bhd


No. 55A, 1st Floor, Jalan Hujan Overseas Union Garden, 58200 Kuala Lumpur, Malaysia.

(603) 7971 0592

(603) 7783 9391


Wealth Integrated Services Sdn Bhd - WIS a Franchisee of Rockwills Corporation Sdn Bhd  (Formally known as Excel Wealth Management) was incorporated on May 2010.  As the name implied, WIS provides Integrated Financial Services & Estate Planning Services. This company was founded by Mr Wong Kuok Chai and Miss Ngan Siew Loon. They have been very successful and active in the Insurance & Financial Industry for the past 14 years. Both Founders are qualified Registered Financial Consultant (RFC) in 2005. The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants.

WIS aims to develop and provide Estate Planners the necessary knowledge, skills, impart the right attitude and habit in delivering a very high level of professional service to the public.  Thus, we are looking especially Young Professional to join us in this strong growth domain industry. 

Over the years, WIS has working closely with Professionals eg. lawyers, accountants, tax consultant, investment analysts, IT Specialist & etc.  in supporting & providing integrated financial services to our client.

At WIS, we understand that there will never be another you to care for your family they way you do.  Our
goal has always been to help you, our dear customers, to live healthier and longer but ultimately to live a life that is fulfilling.



Related Keywords:

Insurance Trust Deed Estate Planning Rockwills Corporate Wills Personal Wills Family Trust Family Protection Financial Pilars Income Replacement Will Planning

Related Categories:

  1. Insurance
  2. Will Writing

Products & Services:

No. 55A, 1st Floor, Jalan Hujan Overseas Union Garden, 58200 Kuala Lumpur, Malaysia.

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