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