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.

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 :

Certified Financial Planners

Financial Planning Association of Malaysia (FPAM)

Winner & Member of the MDRT Million Dollar Round Table

(2000 - 2018)

The Premier Association of Financial Professionals®

Winner & Member of MDRT, the Court of The Table

(2015 - 2017)

The Premier Association of Financial Professionals®

Winner of Akard Award

(2000 - 2018)

The Premier Award for Life Assurance Professionals and Financial Advisers

ERA ADVISORY

Our Profile

Vision

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

Mission

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

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

Risk Management

In the finance context, risk management refers to the practice of identifying potential risks, analyzing the risks and then taking precautions and steps to reduce or prevent the risks.

Investment

ERA Advisory has strong affiliation with various investment companies which help provide our clients in identifying, providing advice and managing their investment portfolio.

Estate Planning

It is a process of planning for smooth and efficient handling of assets so to protect, preserve and distribute one’s assets to his / her beneficiaries, be it during the lifetime or upon death that fulfill the plan and order of the owner.

Tax Planning

It is an exercise to identify, develop and implement strategies in order to mitigate tax liabilities. The process involves understanding of the business operations, relevant tax legislations, proposed arrangement etc. Recommendations are provided based on the types of tax planning required

OUR CLIENTSTESTIMONIAL

“Highly passionate in what she is doing is what makes Jocelyn an outstanding financial advisor. Her expertise and knowledge plus her passion gives a lot of confidence to me in dealing with her.”Ms Indra , 25Marketing Executive, Oil & Gas Company

“I want to thank Angel for always being helpful whenever I need her financial advice. There was occasion whereby I met with emergency situation during midnight and I felt very helpless. Despite the late night, Angel came to rescue offering personal assistance to ensure me and my family were able to handle the hospital admission. I am very grateful towards her and salute her senses of responsibility. I know I can rely on her.”Mrs Lim , 34Entrepreneur

“I am a retiree. I would like to express my gratitude towards Jocelyn from ERA Advisory for what she has done for me and my wife over the past years. The expertise and attention to detail she has put into our financial management is highly recommended. She always ensure we understands what we signed up and thus both my wife and I feel the dealing with her is of always in high integrity level.”Johnson , 65Former VP, Banking Industry

“ They are very honest in presenting their proposals. Also, they have a diversified of financial services which helps to relate all my financial related questions. It is a good one stop service. I am very satisfied with their services.”Kasturi , 54Lecturer, University

“ Our entire family from my parent’s generation to my generation and my children are getting financial services advice from Angel. We are absolutely happy with her services because she is caring and always do her best to understand our needs and requirement before she provides advice and solutions. We like her professionalism, ethical and caring demeanour and she has definitely won our trust to manage our family’s financial matters.”Madam Chan , 60Former MD of MNC

Contact Us

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

ABOUT US

We Are One Stop Financial Service Provider

Read more

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

Certified Financial Planners

Financial Planning Association of Malaysia (FPAM)

Winner & Member of the MDRT Million Dollar Round Table

(2000 - 2018)

The Premier Association of Financial Professionals®

Winner & Member of MDRT, the Court of The Table

(2015 - 2017)

The Premier Association of Financial Professionals®

Winner of Akard Award

(2000 - 2018)

The Premier Award for Life Assurance Professionals and Financial Advisers

ERA ADVISORY

Our Profile

Vision

Mission

Core Values

Strategic Partner

ACTIVITIES OFFERED

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

Risk Management

Investment

Estate Planning

Tax Planning

OUR CLIENTSTESTIMONIAL

Contact Us

Phone

Email address

Facebook