Who Are We

One of the leading financial services firm with a team of experienced professional advisers

Uniplan Advisory is licensed by Securities Commission Malaysia for financial planning services and also holds a financial adviser license issued by Bank Negara Malaysia.

We are an independent full service financial planning firm committed to help people pursue their financial goals. We offer a wide range of financial products and services to individuals, family and business owners.

We have a team of qualified financial planners and advisers with extensive experience and knowledge in personal and family financial planning covering risk management, retirement, child education planning, investment planning and estate planning. Additionally, we also provide expertise for corporate services in the area of tax and business advisory, employee benefit, debt management and business succession planning.

Our Vision

To be among the leading financial adviser firms with high integrity and professionalism

Our Mission

To enable all clients convenient access to financial planning services with optimized solutions

To provide a long term platform for our financial planners to advance career development and expand business opportunities together

Uniplan Advisory

We Plan for Your Financial Wellbeing.

Welcome to Uniplan Advisory - the professionals in Malaysian financial planning and financial advisory services.

Our experienced financial planners specialize in providing tailored financial advice and planning services aimed at guiding and assisting Malaysians towards meeting their financial objectives which often include wealth creation, protection, preservation, distribution and providing for their retirement.

Our financial planners act independently and through our wide ranging products and services, we can assist you with financial planning strategies and personal financial advice in optimal manner.

We are committed to help Malaysians head towards their chosen life goals by getting their financial circumstances in order. Our comprehensive financial planning service ensures our clients have the peace-of-mind of controlling their current financial position and confidence in what their future may encompass.

Uniplan Advisory provide a holistic approach to financial planning, putting our clients on track to achieve their financial and lifestyle goals. Our experience within the financial services industry enables us to source the finest expertise and secure long term relationships with institutional partners. We pride ourselves on being innovative, responsive and committed - features that allow us to deliver our objective of assisting our clients achieve their financial goals.

Personal Financial Planning

Retirement Planning	Risk Management & Insurance Planning	Child Education Planning
Estate Planning	Investment Planning	Mortgage Planning

Corporate Financial Planning

Business Succession Planning

Employees Benefits Planning

Business Asset Protection