OUR STORY
Trusted Financial Planning Experts Committed to Your Future
At JS Wealth Planning Sdn Bhd, our team of experienced financial planning experts is dedicated to helping individuals and families achieve financial peace of mind. From our boutique beginnings, we have grown into a trusted wealth partner, known for personalized solutions, industry expertise, and long-term client relationships.
OUR PHILOSOPHY
Financial Planning Experts Rooted in Trust and Transformation
We believe wealth is more than numbers—it’s about creating security, opportunities, and a lasting legacy. Our advice is grounded in integrity, delivered by financial planning experts, and tailored to meet your personal and family goals.
Bringing Wealth to Everyone’s Life
NUMBER OF OUR CLIENTS
proudly served a diverse range of clients
MEET THE FOUNDER
Olivia Yong
Founder & Director, JS Wealth Planning Sdn Bhd
Olivia Yong’s vision was built on decades of industry experience and a passion for guiding clients through life’s financial decisions. Her leadership and expertise have fostered a culture of excellence and trust, shaping a team of highly skilled financial planning experts.
- BAMC: Basic Agency Management Practitioner
- CFWEP: Certified Will & Estate Planner
- CMFA: Certified Manager of Financial Advisor
- FChFP: Fellow Chartered Financial Practitioner
- FCLP: Fellow Certified Life Practitioner (Trainer & Moderator)
- RFP: Registered Financial Planner
- UTC: Licensed Unit Trust Consultant
JOIN OUR GROWING TEAM
Build a Rewarding Career as Financial Planning Experts
Whether you are starting out or expanding your skills, JS Wealth Planning offers a dynamic and supportive environment to thrive.
Wealth Planner Role
Full-time or part-time positions available to match your lifestyle and career goals.
Competitive Salary Scheme
Enjoy a transparent and rewarding pay structure designed to motivate and reward your performance.
Achiever Recognition
Choose a protection model that aligns with your personal or religious values.
Cash Incentives & Bonuses
Diversify your portfolio and build long-term wealth with expert-managed funds.
Free Professional Training
Access exclusive training programs focused on branding, image, and financial expertise.
Retirement & Career Growth
Benefit from structured retirement plans and clear pathways for advancement.
GROW WITH US
Experts Through Continuous Learning
We invest in our team’s professional growth, partnering with certified facilitators to provide training, certifications, and mentorship opportunities. Our goal is to help you excel as a financial planning expert and advance your career in the financial services industry.