ABOUT US
We provide personalized wealth-building services for our clients on their journey to retirement.
OUR BACKGROUND
Who Are We?
Our Experience
SMC WEALTH ADVISORY SDN. BHD. is a highly regarded and fully integrated financial services provider. With expertise in Investment Planning, Estate Planning, Financial Planning, and Risk Management, we offer a comprehensive and personalized portfolio of wealth-building services to our valued clients throughout their journey to retirement.
At SMC, we understand the importance of a holistic approach to wealth management. That’s why we work closely with insurance company planners, bankers, trust institutions, and professional lawyer teams. By leveraging these collaborations, we can offer comprehensive solutions tailored to our clients’ unique financial needs and goals.
Our dedication to personalized service and unwavering commitment to our clients’ financial well-being sets us apart. With SMC Wealth Advisory, you can trust that your financial future is in capable hands.
Our Portfolio
As an established player in the industry, SMC manages a substantial portfolio of assets, currently exceeding RM 1 billion, on behalf of our esteemed customers. To ensure the highest level of service and expertise, we have established strategic partnerships with leading entities in the financial sector.
We have signed a cooperation agreement with RHB Trustee Berhad, a trusted name in estate planning services. This partnership enables us to provide comprehensive estate planning solutions, ensuring that our clients’ wealth is preserved and passed on to future generations according to their wishes.
Additionally, we collaborate with RHB Asset Management Sdn Bhd and RHB Asset Management Pte. Ltd. in Singapore. These partnerships allow us to offer expert fund management services, ensuring that our clients’ investments are handled by experienced professionals with a track record of success.
Mission & Vision
Our Mission
Our mission at SMC Wealth Advisory is to provide clients with secure, comprehensive financial management solutions that empower them to achieve long-term financial success. We strive to deliver exceptional guidance, personalized strategies, and expert insights to help our clients navigate the complexities of the financial world with confidence.Our Vision
Our vision is to be recognized as the leading authority in investment finance consultation, setting the standard for excellence in wealth management. We aim to be the go-to partner for individuals and businesses seeking trusted advice, innovative solutions, and measurable results. Through our unwavering commitment to our clients’ financial well-being, we envision a future where financial success is within reach for all.OUR VALUES
SMC WEALTH ADVISORY’s core values:
- Integrity: We uphold the highest ethical standards, acting with honesty, transparency, and accountability in all our interactions. We prioritize our clients' best interests above all else.
- Expertise: We are driven by a deep understanding of financial markets and investment strategies. Our team of experienced professionals continuously hones their knowledge and skills to provide informed guidance.
- Client-Centric Approach: We put our clients first, listening attentively to their goals, aspirations, and concerns. We tailor our solutions to their unique needs, ensuring personalized support and delivering measurable outcomes.
- Collaboration: We believe in the power of collaboration, working closely with our clients to co-create financial plans and investment strategies. We foster open communication, building long-lasting relationships based on mutual trust and respect.
- Innovation: We embrace innovation to stay at the forefront of the financial industry. We leverage cutting-edge technology, research, and analysis to identify new opportunities and optimize our clients' portfolios.
- Long-Term Focus: We prioritize long-term financial success over short-term gains. Our strategies are designed to withstand market fluctuations and create sustainable wealth for our clients.
- Education and Empowerment: We are dedicated to educating and empowering our clients, equipping them with the knowledge and tools they need to make informed financial decisions and take control of their financial future.
OUR STRENGTHS
What Makes Us Different?
Resources & Experts
SMC has ample resources and experts to help individuals, families, and institutions reach their financial goals. We have experience and agility, partnering with individual financial planners to listed company CEOs, to assist companies in achieving their goals.
Collaborations
SMC also collaborates with RHB Asset Management Pte. Ltd, located in Singapore, to provide financial services such as unit trust investment, non-discretionary mandate, active discretionary mandate, and more to our customers.
Priority
We understand the significance of leaving a proper legacy and accumulating wealth for a secure financial future. Therefore, our team of experts is committed to prioritizing the interests of companies, clients, and investors alike andwe strive to empower our clients to make informed decisions that align with their long-term goals.