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JS WEALTH PLANNING SDN BHD

Trusted Wealth Management for Your Future

Welcome to JS Wealth Planning Sdn Bhd, your premier partner in wealth management. We prioritize your financial security and peace of mind, helping you plan, protect, and grow your wealth with clarity, confidence, and care.

OUR WEALTH MANAGEMENT SOLUTIONS

Tailored Financial Guidance Backed by Expertise

As your dedicated financial partner, we provide strategic, ethical, and technology-driven wealth management services. Our solutions are designed to grow, protect, and transfer wealth confidently, ensuring your financial journey is smooth and secure.

Medical
Protection

Shield yourself and your family from rising healthcare costs with comprehensive medical coverage.

general
Insurance

Complete protection for your car, home, health, and liability needs.

Education &
Retirement Planning

Start early and retire confidently with customized savings strategies for you and your children.

Will
Writing

Ensure your assets are distributed according to your wishes, clearly and legally.

Takaful & Conventional Insurance

Select a protection model that aligns with your personal or religious values.

Unit Trust
Driven

Diversify your portfolio and build long-term wealth with professionally managed funds.

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WHY CHOOSE JS WEALTH PLANNING

Simple, Clear, and Effective Wealth Management

Financial planning isn’t just about numbers; it’s about giving you and your family confidence and security for life. At JS Wealth Planning, we make wealth management simple, clear, and effective.

Let us help you secure your financial future.

3K

Happy Clients

2007

Founded Since

OUR EXPERTISE

Professional Wealth Management for a Future You Can Trust

At JS Wealth Planning, we guide you through life’s biggest decisions. Whether you’re starting a family, growing a business, planning retirement, or securing your legacy, our wealth management expertise ensures every choice is made with clarity and purpose.

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Your Trusted Wealth Partner

Guiding you through every stage of your financial journey with personalized strategies.

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Clarity in Every Decision

Simplifying complex financial matters so you can move forward with confidence.

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Built on Experience, Driven by Purpose

Ethical financial planning for individuals, families, and businesses since 2007.

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Plan Today, Prosper Tomorrow

A holistic approach from protection to legacy, securing your financial future.

ABOUT US

Your Financial Partner Since 2007

Founded in July 2007, JS Wealth Planning Sdn Bhd is a boutique firm offering personalized, ethical, and holistic wealth management solutions for individuals, families, and business owners.

Our royal purple logo reflects our core values: wisdom, transformation, and lasting prosperity. We are more than advisors—we are your lifelong financial partners.

TESTIMONIALS

Trusted by Families and Businesses Nationwide

Olivia and Prudential have been the guardian angels of my family since 2006, when I first purchased insurance policies for my twin girls. Over the years, Olivia has provided reassuring, high-quality service to all my family members. She goes beyond expectations, treating us like family and always looking out for our best interests. As far as I’m concerned, if you ever need insurance advice, there’s only one person to see: Ms. Olivia Yong, our guardian angel.

Mr Sarjeet Singh

Since 2000, Olivia has been my trusted and only insurance agent. Before meeting her, I had dealt with many insurance companies but ended up terminating all policies due to poor service, lack of follow-up, and unsuitable products. With Olivia, it’s completely different. She carefully plans and explains everything, customizes protection for my whole family, and consistently keeps me updated on my policy status. She works sincerely based on clients’ needs and capacity, not for her own benefit. Beyond insurance, she gives valuable advice on actions to take, recommends medical centers and professionals, and even shares experiences to help me and my friends even when the policies were not purchased from her. Olivia’s sincerity, professionalism, and genuine personal care make her truly exceptional. — Louis Heng, client since 2000

Louis Heng client since 2000

I have known Olivia Yong for 21 years, and her excellent services have always been reliable and supportive, She always helpful and professional. She delivers with a personal touch and genuine care , appreciate their guidance and assistance and very satisfied and confident with their services . Highly recommended her to others . Thank you.

JC

I have been with Olivia as my insurance agent for the past 25 years. Although I do not contact her often, she has always been consistent, reliable, and dedicated in her service. Knowing that she is there whenever I need assistance gives me peace of mind. Her professionalism and commitment over the years are truly appreciated.

See Wai

Oivia is an outstanding insurance agent. She provides excellent customer service, is always supportive, and offers clear, helpful advice. Her responses are always fast and efficient, making every interaction smooth and reassuring. Truly a reliable professional that goes above and beyond for her clients.

Ibrahim Mohamad Sapar

The Client Champion ~ Olivia truly redefines what an insurance agent should be. She's incredibly responsive, genuinely cares about finding the best coverage for you, and makes you feel like you're her only client. I'm thrilled to support her new venture!

Kevin James Spykerman
Team of financial planning experts collaborating to deliver trusted wealth management solutions.

JOIN OUR TEAM

We’re Hiring Wealth Planners

Become part of a trusted and recognized firm, with benefits including salary schemes, bonuses, career development, and mentorship in wealth management.

Ready to Start Your Financial Journey?

Let’s build a secure and prosperous future together.

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