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Our Services
Personal Financial Consultation
Cash Flow Management
Income Replacement Plan
Medical & Health Insurance
Saving & Investment Planning
Children Education Plan
Personal Accident Insurance
Retirement Planning
Travel Protection
Achievements
2020
2020 Supreme Convention Qualifier
MDRT 2021 – Yeoh Kylie
2019 Regional Awards – Wendy Lim Poh Lean
Million Dollar Agency 2020
Supreme MDRT 2021 – Wendy Lim Poh Lean
Q1 Aloha Challenge Qualifier
GI Convention and Seminar Qualifier – Wendy
AIA Centennial 100 Award – Wendy Lim
2019
MDRT 2020 – Yeoh Kylie
AIA 2019 GI Seminar in Bangkok
MDRT 2020 – Lim Poh Wah
2019 MDRT Global Conference in Sydney
MDRT 2020 – Wendy Lim Poh Lean
AIA 2019 Agency Leaders Conference in Hong Kong
Convention Trip – Rome, Italy
National Annual Awards Presentation Night
Regional Annual Awards Presentation Night
26th AIAFAM National Convention 2019
2018
COT 2019 Qualifier – Wendy Lim Poh Lean
MDRT 2019 Qualifier – Jecilyn Lim Poh Wah
Elite Convention 2018 Qualifier
MDRT 2019 – Wendy Lim Poh Lean
National Annual Awards Presentation Night
Regional Annual Awards Presentation Night
Convention Trip – Beijing, China
Convention Trip – Prague
Mini Convention Trip – Hanoi, Vietnam
Libra Cruise
2017
MDRT Awards Presentation Night
National Annual Awards Presentation Night
Regional Annual Awards Presentation Night
Convention Trip – Auckland, New Zealand
Mini Convention Trip – Phuket, Thailand
MDA Star Plus Field Trip – Hong Kong
Rookie Achiever’s Night
2016
National Annual Awards Presentation Night
Central Annual Awards Presentation Night
Convention Trip – Osaka, Japan
MDRT Annual Meeting – Vancouver, Canada
2015
National Annual Awards Presentation Night
Regional Annual Awards Presentation Night
Convention Trip – South Africa
Convention Trip – Seoul, Korea
2014
Regional Annual Awards Presentation Night
Events
2020
Virtual Networking Party
6 Jun 2020
12 May 2020
Networking Night 2020
13 Feb 2020
Celebration Dinner at Shangri-La Hotel
Agency Celebrates Kylie’s Achievement
Celebration Lunch at Sushi Zanmai
AIA PJ Branch Recognition Party
Wendy Lim’s 30 minutes Power Sharing
Kylie’s sharing in Stallion Group
Wendy Lim’s sharing in PJ Forum
Coaching Session with Master Gordon by ZOOM
CNY Visit to Jecilyn’s Home
Agency Annual Dinner at Copper Mansion, PJ
2019
Networking Night 2019
19 Sep 2019
11 July 2019
20 June 2019
16 May 2019
11 April 2019
14 March 2019
21 February 2019
24 January 2019
Birthday Celebration – Jecilyn
AIA District Race 2019
AIA Q4 Congress
Rethinking Work, Understanding The Opportunities Seminar
Morphosis Camp 2019
Karaoke Session
Wendy as Speaker at 26th AIAFAM National Convention 2019
CNY Visit to Jecilyn’s Home
Chinese New Year Celebration with Bright Star Rises
Visit To Finexis Singapore
AIA National Business Kickoff
2018
Networking Night 2018
12 July 2018
7 June 2018
3 May 2018
5 April 2018
7 March 2018
7 February 2018
18 January 2018
Thanksgiving Dinner at Hotel Majestic, KL
Birthday Celebration – Jecilyn and Tania
AIA the Music Run 2018
Morphosis Camp 2018
Karaoke Session
BSR Meeting 2018
CNY 2018 Visit to Jecilyn’s Home
2017
Financial Adventure Night 2017
15 July 2017
10 June 2017
6 May 2017
8 April 2017
11 March 2017
18 February 2017
14 January 2017
Celebration with Bright Star Rises
Annual Dinner 2017 at PJ Sheraton
AIA the Music Run 2017
Morphosis Camp 2017
The BRIGHT STAR RISES – Final Sprint Power of WE
Men’s Health Women’s Health Night Run
Anniversary Dinner hosted Family First Malaysia
Agency Retreat at Cameron Highland
Chinese New Year Visit to Jecilyn’s house
Thanksgiving & Annual Dinner 2016
2016
Financial Adventure Nights 2016
14 August 2016
2 July 2016
11 June 2016
14 May 2016
23 April 2016
9 April 2016
12 March 2016
20 February 2016
30 January 2016
9 January 2016
Birthday Celebration – Jecilyn
Bowling Event
As speaker: finexis Final Sprint 2016, Singapore
As speaker: Equity Life Indonesia National Conference
Birthday & Achievement Celebration
Attending BenchmarQ Financial Forum Asia (BFFA) in Singapore
Being helpers in Morphosis Camp at Johor Bahru
Morphosis Camp 2016
Business Multiplier 123
Zhuo Yue 2016 Field Trip to Finexis Hong Kong
Chinese New Year Celebration
Agency Annual Dinner at KL Tower
2015
Thanksgiving Lunch
Birthday Celebration – Jecilyn
Morphosis Camp 2015
Visit to Finexis Singapore
Mind of an ENTREPRENEUR
Networking Night 2015
Business Kick-off Event
2014
Thanksgiving Lunch
GBOP Seminar
Birthday Celebration – Jecilyn
Career with Us
Financial Advisor as a Career
Having your own business?
Our Commitment
Is this career for me?
Get Started NOW!
Vacancies For Financial Advisor
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5 April 2018
5 April 2018
