The 5 Best Financial Advisors in Kuala Lumpur Who Can Help You Build a Brighter Future
My friend nearly dropped her coffee when she found out I didn’t have insurance, then immediately rang her financial advisor. That moment alone was enough to send me spiralling into thoughts about adulthood, responsibilities, and future-proofing my life.
From there, I started meeting licensed financial advisors around Kuala Lumpur who could actually explain things without the jargon or judgment. Some helped break down insurance basics, others mapped out long-term plans that suddenly made the future feel far less intimidating.
After a few eye-opening conversations, I knew which advisers had my best interests at heart. Keep reading to meet the most trusted licensed financial advisors in Kuala Lumpur and get ready to get your finances sorted!
How much does a financial advisor consultation in Kuala Lumpur cost?
In Kuala Lumpur, an initial consultation with a financial advisor is typically free. Paid consultations with a licensed fee-only planner generally cost between RM300 to RM600 per hour.
1. FA Advisory
Address: 1 Mont’ Kiara, Suite 29-6, Level 29 Menara, 1, Jalan Kiara, Mont Kiara
Phone: +60362114011
Business Hours: Monday to Friday – 9 AM to 6 PM
Walking into a scheduled consultation at FA Advisory felt more structured than sales-driven, which mattered to us. The advisor walked us through insurance, retirement planning, and cash flow basics using real examples, not just jargon.
Moreover, their approach leaned heavily on long-term planning, supported by digital tools that mapped out scenarios clearly, which helped us understand how decisions today affect our years down the line.
We also noted that they have been operating for over a decade and are properly licensed under local financial regulations, which aligned with feedback from former clients we interviewed.
Keep in mind one practical limitation: they are closed on weekends, so scheduling only works if you’re available on weekdays.
That said, services go beyond one-off advice. They also run structured workshops focused on budgeting, cash flow habits, and financial discipline, which clients said helped reset poor money behaviours.
Absolutely amazing financial advisors
“Attend E-Invoice training online today. The speaker Annie Wong absolutely amazing. Clear explanation and easy to understand. Expecially for me this is my 1st training for e-invoicing. Highly recommended 👍🏻 …”
– Nur Diyana Mawardi, Google Review
They are really helpful given today’s market condition
“With such market condition, it is just important to know better about our existing financial status, let it be reviewing the whole financial planning or analyzing cash flow management, any licensed financial planner from FA Advisory can be real helpful, and personally I recommend Yvonne Chong, Marshall Wong, And Angie Ng.”
– Edwin lim, Google Review
2. Independent Wealth Planner
Address: Level 19, Boutique Office 1 (B-01-D), Menara 2 (Pillar 11 KL Eco City, Pantai Baru, 3, Jalan Bangsar
Phone: +60122206668
Business Hours: Monday to Friday – 9 AM to 5 PM
Booking a consultation with Independent Wealth Planner felt practical from the start. The session focused on understanding your short- and long-term goals before any recommendations were shared, which showed in how personalised the plan turned out.
Their services covered financial planning, insurance review, retirement mapping, investments, and estate considerations, all explained clearly. Furthermore, past clients we spoke with highlighted how queries were handled quickly.
They’ve been operating for several years, and their experience showed in how smoothly they coordinated with banks and legal professionals when needed.
However, they don’t have a professional website, which may slow things down if you prefer browsing details online first.
Still, their financial advisors remained accessible through calls and messages. We were also impressed that plans didn’t stop at theory—implementation and follow-ups were very consistent.
Sessions with them were always smooth and straightforward
“Eve handled my mortgage and the entire legal process with exceptional professionalism. Everything was smooth and straightforward. She provided clear, comprehensive information and provided guidance through the step with patience, clarity, and efficiency.”
– Adrian Kok, Google Review
Really helpful throughout the application process
“Thank you, Mr. William Tan. I’m truly grateful for the opportunity to work with William as my mortgage consultant. He has been exceptionally professional and helpful throughout the entire application process, providing invaluable advice and guidance. Everything went smoothly and comfortably, making the experience easy and stress-free. I will definitely recommend him to my family and friends.”
– Xhing chieh Tan, Google Review
3. FTA Wealth Solutions
Address: 5-1-3, Jalan 2/109F Danau Business Centre, Taman Danau Desa
Phone: +60379723163
Business Hours: Monday to Saturday – 9 AM to 6 PM
Sitting in for a lecture at FTA Wealth Solutions felt more like a guided tour than a sales pitch. Our session started by assessing our current financial habits before moving into protection, savings, and long-term planning.
Moreover, their presentation broke complex topics into simple visuals, which helps follow how each decision links back to goals. We like how they focus on education, and not pressure.
Queries raised after discussions were addressed clearly, usually with follow-up explanations rather than generic replies.
It’s also worth noting that their services extend beyond planning.
Clients mentioned health-focused talks and financial fitness assessments helped them rethink budgeting and retirement readiness in a practical way. Moreover, their advisors are experienced in aligning insurance, investments, and wealth protection.
However, visiting their headquarters can be quite challenging because parking around the location is tricky during peak hours and weekday appointments.
Made processes simple and easy to understand
“We engaged FTA Wealth Solution to help us with our employees’ insurance. Sam made the whole process simple and easy to understand, while also taking the time to understand our business challenges and providing clear, practical solutions tailored to our goals. She always responsive and quick to address any questions we had, which made the experience smooth and reassuring for us.”
– Krishna Veni, Google Review
Services are excellent and can really help people
“This company servicing excellence and people’s are very friendly since I brought assurance until now almost more than 10years very good”
– Irene Leong, Google Review
4. Hong Kong Fiduciary Association (HKFA)
Address: Level 37(Menara AIA Sentral, 30, Jln Sultan Ismail
Phone: +60321100202
Business Hours: Monday to Friday – 10 AM to 6 PM
Attending a session with Hong Kong Fiduciary Association introduced a very different angle to financial planning. The discussion centred on cross-border asset structuring, fiduciary responsibilities, and long-term wealth protection rather than daily budgeting.
Their advisors walked us through how offshore trusts work, where they fit in a broader plan, and why certain structures suit specific profiles. Furthermore, research and client feedback showed HKFA has been active in the region for several years.
They’re also backed by professionals with legal and financial backgrounds rooted in established international frameworks. Training sessions and knowledge-sharing workshops were very helpful, especially if you’re interested in global markets.
Communication during follow-ups was detailed, with written explanations supporting each recommendation.
That said, scheduling required patience. We successfully rescheduled our appointment after calling multiple times.
Excellent consultation experience
“My first, second, third and every single experience thereafter with HKT and HKFA has been an excellent experience, to say the least. Truly professional and exceptional people to work with. I will personally recommend HKT and HKFA to anyone looking for peace of mind for their wealth management and legacy management needs. They are a one stop go to for all your International Trust Management requirements.”
– Muhammad Zarif, Google Review
Awession session
“Just recently attended a preview session at Hong Kong Fiduciary Association. Learnt more in depth how Trust can really help my client to better manage their wealth and inherit it to their loved ones! Awesome session!”
– Alan Ling Hing Lung, Google Review
5. Bluestar AMG
Address: Unit 30-17, Menara Q Sentral, Jalan Stesen Sentral 2
Phone: +60326336800
Business Hours: Monday to Friday – 9 AM to 6 PM
Closed on weekends, Bluestar AMG may require you to adjust schedules if you’re only free outside office hours.
However, once an appointment is set, the experience feels deliberate and focused. Consultations centre on understanding your investment objectives before any strategy is discussed, which makes conversations direct, even when portfolios need rethinking.
Their services also include global investment exposure and long-term portfolio management. We like how these are backed by regular reporting that explains not just performance but market conditions behind it.
As for their track record, Bluestar AMG has over 15 years of experience, which is impressive. We also found that their long-term clients consistently praised the company’s steady communication and accessibility during market shifts.
Moreover, follow-ups are given with clear explanations, sometimes extending beyond core services when broader financial issues surfaced. Their advisors handled difficult conversations without pressure, allowing space for you to stay in control.
Great customer service
“Mr. Ray Kelly of Bluestar AMG went out of his way to educate me on the importance of investing for the future, he also clearly explained the terms and details of my investments. He was so patient and answered all of my questions. He responded promptly to all correspondence and that means a lot to me. I did not feel like just another client= he understands great customer service! I admire his warm professionalism. He has a client for life and I highly recommend Bluestar AMG and Mr. Kelly to anyone who is ready to create a solid financial present and future.”
– Y. Lee, Google Review
Honest and transparent advisors
“It is a pleasure to write this review for Bluestar AMG, but more specifically for my advisor, Mr. Ray Kelly. I have known and worked with Mr. Kelly for almost 10 years; and consider him to be the consummate professional. He has always been honest and transparent when discussing my accounts, and worked to meet my investing needs, present and future. I hold him in the highest regard and recommend him to all potential clients.”
– GatorRay, Google Review