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:

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.

Contact Us

For general inquiries and global media contact information, please visit our Contact Us.