Malaysia · Financial Advisory

Build, grow,
& protect
your wealth

A Malaysian financial advisory practice helping individuals, families, and corporates grow, protect, and pass on what they've earned — through honest planning, disciplined investing, and proper training.

Financial planning — written goals over financial charts
Portfolio growth
+12.4%
🛡️
Protected & Planned
All 12 topics covered
Financial Planning Wealth Management Investment Insurance & Trust Estate Planning Tax Planning HRD Corporate Training Financial Planning Wealth Management Investment Insurance & Trust Estate Planning Tax Planning HRD Corporate Training
01 / What we do

Three services.
One philosophy.

We don't sell products — we build clarity. Whether you're starting out, building wealth, or training a team, BBBwealth works the same way: structured, transparent, and grounded in evidence.

Financial Planning

A structured plan across the 12 key topics every household needs — cash flow, debt, protection, retirement, and beyond. From a single session to a 12-month engagement.

See plans →

Wealth Management

Investment, insurance & trust, debt, tax, and estate — coordinated so each piece supports the others. Built around your goals, not a product sheet.

See pillars →

Financial Training

HRD-claimable corporate training programmes that turn financial literacy into a workforce advantage. From investment fundamentals to full wellness curricula.

View programmes →
02 / About BBBwealth

An advisory practice built on trust.

BBBwealth is an independent Malaysian financial advisory firm. We help retail clients, families, and corporates make better decisions with their money — without the noise of product-pushing or jargon.

Our team brings together planning, wealth management, and training under one roof — so the advice you get is coordinated, evidence-based, and grounded in what's actually right for you.

3+
Service lines
12
Planning topics
100%
Independent
+12.4% 10 / 12 TOPICS PROTECTED
03 / Financial planning

Plans that fit the question you're asking.

One-off clarity, ongoing partnership, or full-service stewardship. Pick the engagement that matches where you are — and graduate when you're ready.

Basic
Quick Guidance
RM500/ time

For individuals seeking quick guidance on a specific financial issue.

  • 1-month validity
  • 1 × 1.5-hour session
  • Pick 2 from 12 key topics
  • Suggested steps with follow-up
  • Standard support access
Complete PLUS
Full Stewardship
RM2,999/ year

For those who want in-depth financial management and personalised strategies.

  • 12-month validity
  • 4 × 1-hour strategy sessions
  • Full plan across all 12 topics
  • Tailored solutions & written report
  • Priority advisor access
04 / Wealth management

Five pillars.
One balance sheet.

Most advisors sell one product and call it a strategy. We coordinate the full picture — so growth, protection, and legacy work together instead of against each other.

01

Investment

Portfolio construction across equities, fixed income, and alternatives — built on principle, not the trade of the day.

02

Insurance & Trust

Protection that covers the right risks at the right cost, structured through proper trust planning when appropriate.

03

Debt Management

Pay off, restructure, or leverage — depending on rate, term, and what the balance sheet actually needs.

04

Tax Planning

Legal, structural strategies to keep more of what you earn — for individuals, families, and Sdn Bhd owners.

05

Estate Planning

Wasiat, hibah, and trust structures so what you've built reaches the people you built it for — cleanly.

05 / Corporate training

HRD-claimable.
Workforce-ready.

Financial stress quietly drains productivity. Our training programmes give your team the tools — and the confidence — to handle money well, on and off the clock.

4 Hours · Half-day HRD Claimable

Investment Fundamentals

For teams new to investing
  • Understanding different investment types and asset classes
  • Risk assessment and portfolio diversification strategies
  • Market analysis and investment decision-making
  • Building a long-term investment mindset
  • Practical tools for tracking and evaluation
8 Hours · Full-day HRD Claimable

Financial Wellness Program

Holistic personal finance for employees
  • Personal budgeting and expense management
  • Debt management and elimination strategies
  • Emergency fund planning and savings optimisation
  • Insurance needs analysis and protection planning
  • Retirement planning and goal setting
06 / The team

People you'll actually work with.

No call centres, no relationship managers passing you up the chain. The names below are the people you meet — and the people who own the outcome.

Anson Tan

Anson Tan

Wealth Management

Leads investment, insurance & trust, and the coordinated balance sheet strategy.

Hubert Heong

Hubert Heong

Marketing

Drives brand, content, and the client experience across digital channels.

Priscilla Yong

Priscilla Yong

Financial Planning

Leads the financial planning practice — from Basic sessions to Complete PLUS engagements.

Money is personal.
So is good advice.

Book a no-obligation conversation. We'll listen first, scope the work honestly, and quote only when there's a clear fit.