Company Profile

Excellenz Wealth Consultancy is a privately-held corporation provides wealth management consultation aiming at helping our clients manage their finance and meet their financial objective.

We are working hand in hand with our broker dealer Standard Financial Planner Sdn Bhd (SFP). SFP is one of the largest, most respected and fastest growing networks of financial adviser representatives in Malaysia licensed by Bank Negara Malaysia and Securities Commission. SFP is a wholly own subsidiary of Professional Investment Services (Malaysia) Sdn Bhd which majority owned by Professional Investment Holdings Ltd (PIH). PIH as part of Centrepoint Alliance Ltd (CAF) is listed on the Australian Stock Exchange. SFP is proud to be part of an international group operating successfully in three countries across the Asia Pacific, there are Australia, New Zealand and Sinagapre.

Our Mission:

Transforming Lives, Shaping Destinies

Our Vision: 

To be a leading and excellent business and personal financial consultancy firm in Malaysia. We also make it a priority to share our blessings with others and make life better for those in need.