ABOUT US
We Are An Estate Planning Education & Service Provider
ERA Advisory is a professional financial service provider specialising in Islamic and conventional estate planning education, training, and services.
Estate planning, also known as inheritance planning, is the process of managing and distributing an individual’s assets during their lifetime and after their passing, in accordance with their wishes and guided by legal principles.
It aims to protect, preserve, and ensure the smooth transfer of wealth, bringing clarity and peace of mind to individuals and their loved ones.
With growing awareness of the importance of estate planning among Muslims and non-Muslims in Malaysia, ERA Advisory is committed to creating impactful public awareness through innovative and engaging initiatives.
We are also passionate about training and nurturing a new generation of Certified Estate Planners, equipping them with the expertise needed to serve their communities with excellence.
Our services are backed by strong partnerships with reputable business partners and financial institutions. This enables us to provide personalised estate planning solutions tailored to our clients’ unique needs and financial goals.
At ERA Advisory, we empower individuals and families to secure their legacies with confidence and ensure the seamless preservation of their wealth. Guided by our core principles of Ethical, Reliable, and Accountable service, we remain dedicated to delivering the highest standards of professionalism and care, even in post-sales services.
With a team of seasoned financial professionals boasting over 30 years of industry experience, ERA Advisory is your trusted partner in building a secure future for generations to come.
Vision
To be Malaysia’s leading estate planning provider, recognised for our dedication to ethical practices, being reliable and accountable throughout the service.
Mission
To empower Malaysians with comprehensive estate planning solutions that ensure the smooth transfer of wealth, uphold family harmony, and preserve values.
Core Values
Ethical. Reliable. Accountable.
Our Services
Secure your loved ones’ future and leave them with sweet memories.
A comprehensive well-written will (wasiat) will leave them with hassle-free documents for estate execution.
Start planning today for peace of mind tomorrow.
Our professionally trained estate planners located nationwide are well-versed in conventional and Islamic estate planning to help individuals and families plan their estates.
We specialise in providing consultations for multi-generational families to discuss and plan their estate harmoniously and transparently.
Arrange for a family consultation with us.
We cover a wide range of estate planning related topics suitable for different levels of understanding and the needs of the audience.
Organise a talk for your colleagues at the workplace today!
Turn your passion for helping others into a rewarding career in estate planning.
Make a difference by guiding families to protect their assets and secure their legacies.
Start your journey today!
We are passionate about sharing knowledge on estate planning!
Join our HRDF-claimable training sessions and empower yourself with the skills to secure legacies for your family.
TESTIMONIALS
