Contact Us

We provide a comprehensive range of wealth advisory services, including medical protection, general insurance, education and retirement funds, will writing, takaful and conventional insurance, and unit trust investments. Additionally, all our services are tailored to your unique financial goals.

JS Wealth Planning Sdn Bhd was established in July 2007. Since then, we have delivered trusted wealth advisory services to individuals, families, and business owners, backed by over 26 years of financial expertise.

Olivia Yong is our Founder and Director with over 28 years of experience in financial services. Moreover, she is a multi-certified Wealth Consultant, MDRT Life Member, and recognized trainer and mentor in the industry. You can view her full credentials on our Founder Profile page.

You can easily book a free consultation by clicking the “Book a Free Consultation” button on our website. Alternatively, you may contact us directly at jswp75@gmail.com. Our team of wealth advisory experts will guide you step by step.

Yes! In addition, we offer career-building training programs, certification courses, and mentorship to help aspiring wealth advisory professionals grow. Both full-time and part-time positions are available to match your lifestyle and career goals.

Our boutique approach delivers personalized, ethical advice through experienced wealth advisory experts. Furthermore, we focus on your life goals, building long-term relationships and creating financial strategies that truly work for you.

Absolutely. Each plan is tailored to your unique needs. Whether you want to protect your family, grow your wealth, or plan your legacy, our wealth advisory services are flexible and client-focused.

You can visit us at Suite 1331, 13th Floor, Block A, Damansara Intan, Jalan SS 20/27, 47400 Petaling Jaya, email us at jswp75@gmail.com, or connect via LinkedIn. Our team of wealth advisory experts is always ready to assist you.