ABOUT US

We Are One Stop Financial Service Provider

ERA Advisory is a one stop financial service provider focuses on providing professional consultation specialised in financial related topics. ERA offers a diverse range of professional financial solutions and wealth management consultations for individuals and corporate companies. Our team of certified financial planners are specialised in various areas of financial matters including cash management, risk management, life insurance, term insurance, business insurance, education and retirement fund planning, investment, wealth distribution (Wasiat / Hibah / Harta Sepencarian), mortgage, refinancing, capital planning, business continuity planning and business buy and sell agreement.

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Our services are strongly supported by our local and overseas business partners and financial institutions. It is our commitment to help our clients to customise their financial plans which are best suited to each their needs and financial goals.

We Strive to Provide High Level of Professional Financial Consultation via a One Stop platform to our clients to Help them attain the Quality of Life and their Financial Goals. – ERA

ERA synonymous with its motto of providing Ethical and Reliable services and is committed to be Accountable for its post sales services. The team comprises of individuals of financial professionals who have been practising in the financial industry for more than 30 years. Our team members are Certified Financial Planners who have relevant experience and abide by the FPAM – Financial Planning Association Malaysia’s professional responsibilities and Code of Ethics.

ERA Advisory’s team members are also proud winners and members of many prestigious associations and award recipients including :

ERA ADVISORY

Our Profile

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Vision

To be the leading One-Stop financial consultant who provides professional financial expertise services
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Mission

To develop long-lasting client relationship by providing excellent services with trust and respect
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Core Values

ERA synonyms for 'Ethical, Reliable and Accountable'. The team at ERA Advisory always strives to provide high level of Professionalism.

Strategic Partner

ERA Advisory provides a wide range of financial services via strategic alliances and collaborations with many leading local and international financial institutions, unit trust fund houses, insurance companies, banks and trust companies. Among our strategic partners include :

ZURICH Insurance Bhd
ZURICH Takaful
Public Mutual Berhad
Rockwills Corporation Sdn. Bhd.
As-Salihin Trustee Berhad
RHB Trustees Berhad

ACTIVITIES OFFERED

At Zero Cost, ERA Advisory collaborates with corporate companies in organising community related activities which helps employee engagement and retention.

Health Awareness Campaign for Blood Test, Blood Donations, Breast Screening

Financial Planning Talk

Estate Planning Awareness Talk

Capital Planning Workshops

ERA OFFERES A DIVERSE RANGE OF PROFESSIONALFINANCIAL SOLUTIONS & WEALTH MANAGEMENT CONSULTATIONS

OUR CLIENTSTESTIMONIAL

Contact Us

If you have any inquiry, please drop us a message. We will reply to you soon.

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