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Open Mondays to Fridays from 9AM to 5PM

We Empower You To Secure Your Future

Come and explore the range of services we offer at Axen Alpha Advisory for all your financial planning needs.

WHO WE ARE

Axen Alpha Advisory Sdn Bhd, established in 2022, is a trusted and reputable financial advisory firm operating in Malaysia. Our clients recognize us for our dependability and capabilities in providing exceptional financial advisory services in Malaysia and the wider region.

Axen Alpha Advisory is also approved as a Financial Advisory firm under the Financial Services Act 2013 by Bank Negara Malaysia (BNM). With our team of seasoned professionals and extensive expertise, we assist individuals, families, and business in making informed decisions to achieve their financial goals.

Our extensive network of strategic partners, including insurance companies, investment firms, and banks, allows us to offer a wide range of financial products and services. Whether you need assistance with retirement planning, investment management, insurance coverage, or estate planning, we have the expertise and resources to support you every step of the way.

OUR VALUES

Your financial ambition is our constant endeavor at Axen Alpha Advisory. Guided by a set of values that define our identity, character, and professional ambition as financial advisors, we attribute our successes to the strong partnerships we have formed with our clients.

Our aim is to foster an enduring bond of trust, respect, and friendship. We understand the significance of your financial goals and aspirations, and we are committed to supporting you every step of the way. Together, we can strive towards achieving your desired financial outcomes.

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Jack Lin, CEO

OUR RANGE OF SERVICES

Financial Planning

We dedicate ourselves to diligently identifying, selecting, and recommending a suitable range of products that align with your needs and expectations. As financial plans may evolve over time, we are prepared to accommodate your changing circumstances, eventualities, and opportunities.

Financing Service

We hold great pride in the enduring relationships we have cultivated with both global and local financial institutions. These invaluable partnerships have enabled us to offer our clients a diverse range of innovative and beneficial financial instruments, catering to their various business needs, personal interests, and entrepreneurial ventures.

Estate Planning

We are dedicated to assisting our clients in achieving peace of mind with the assurance that their gift to their loved ones will be cherished and appreciated over time. We have the capability to establish private wills, trusts, foundations, philanthropic giving, and family offices. These strategic tools allow for holistic wealth management and preservation of assets for future generations.

Investment Planning

At AAA, we place our clients at the heart of our strategies, planning, and ideas. Being entrusted with the responsibility of creating an investment plan that fulfills your needs and those of your loved ones is both an honor and a commitment we take seriously.

Investment Advisory

Our primary objective is to skillfully navigate the intricate and uncertain landscape of global markets, with the ultimate goal of maximizing and safeguarding our clients’ nest eggs. We approach our analysis with a mindset that is conservative, meticulous, and patient.

Risk Management

We understand the importance of taking the time to explain the risks and opportunities associated with various financial products and services, ensuring that they align with your risk appetite.

OUR TEAM OF ADVISORS

Axen Alpha Advisory’s business model revolves around fostering, equipping, and empowering our talent. We prioritize building a workforce that possesses the necessary capabilities, resources, and knowledge to effectively serve our clients.

Driven by a strong focus, entrepreneurial spirit, and unwavering passion, our advisors spearheads the transformation of the wealth management industry.

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WHAT OUR CLIENTS SAY

Grace is always helpful & always available. She answered all my questions & saved me a lot & provided more coverage than my current policies. She is the best. I highly recommend her.

Farah
Finance & Administration Manager
Rating: 5

Grace is professional, compassionate and reliable. She understands my circumstances and caters to my needs accordingly. Just what I need from a Financial Advisor.

Atiqah
Lawyer
Rating: 5

CONTACT US

For in-person meetings at our office, please schedule an appointment via phone call.

+603-6414-9044 (Mon – Fri, 9AM – 5PM)

If you’d like to liaise with us digitally or schedule an online appointment, please click on the link below to fill in our enquiry form.

ENQUIRE HERE