Company

Overview

Plan

Building a Financial Bridge for Life: the VKA Way

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Malaysia's Top Choice Comprehensive Financial Planning Firm

VKA Wealth Planners is a pioneer and leading financial planning firm in Malaysia, duly licensed under the Capital Markets & Services Act 2007 (CMSA) by the Securities Commission (SC) and approved under the Financial Services Act 2013 (FSA) and Islamic Financial Services Act 2013 (IFSA) by Bank Negara Malaysia (BNM) to conduct the business of Financial Advisory, Islamic Financial Advisory, and Financial Planning Services.

Synonymous with its motto of providing Value-added, Knowledge-based, and Action-oriented solutions, VKA has been delivering innovative and comprehensive financial services to Malaysians since 2003. Guided by these founding principles, VKA advisers continue to serve individuals and businesses from all walks of life across the nation.

To provide a broad and diverse range of solutions, VKA partners with more than 60 insurance and investment entities locally and internationally. Our offerings include unique insurance plans, employee benefits, investment solutions, legacy planning, and holistic financial planning services — all designed to be practical, relevant, and user-friendly.

With its operational headquarters at IOI Boulevard, Puchong Jaya, the VKA Financial Group has expanded to regional centres in Johor Bahru, Batu Pahat, Ipoh, Penang, Miri, Sibu, and Kota Kinabalu, ensuring nationwide accessibility and continuous professional support.

As Malaysia’s Top Choice Financial Planning Firm, VKA Financial Group specialises in:

  • Personal Financial Planning
    Tailored financial strategies to help individuals and families achieve their life goals and build long-term financial security.
  • SME & Corporate Risk Solutions Advisory
    Comprehensive business protection through general insurance, property and casualty coverage, and enterprise risk management solutions.
  • Employee Benefits & Talent Retention Program
    Custom-designed employee benefit packages—including medical, group protection, and PRS options—to strengthen workforce loyalty and attract top talent.
  • Wealth Accumulation & Investment Advisory
    Intelligent wealth accumulation and investment strategies focused on portfolio growth, diversification, and capital preservation for mass affluent and high-net-worth individuals (HNWIs).
  • Family Office & Legacy Planning Advisory
    Integrated wealth preservation and succession planning solutions to manage, protect, and transfer family wealth across generations with clarity and purpose.

Our Vision & Mission

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Vision

To be Malaysian’s Preferred Financial Planning firm, recognized for its excellence and commitment to best practices.

Mission

To become Top Choice Comprehensive Financial Planning Firm for mass affluent and high net worth individuals.

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Our Core Values

These are the founding principle of VKA Financial Group that focuses on financial services in serving Malaysian from all walks of life.

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Value-Added
Adding and creating values in executing our work at all time.
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Knowledge-Based

Strong Knowledge forms the foundation of good and quality work.

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Action-Oriented
Result driven, focused on execution and implementation.

VKA Wealth Planners Sdn Bhd

Formed in the year 2003, is a licensed financial planning firm that comprises professional financial planners & advisers. This is the company to approach for personal financial advice if you are thinking of improving your personal financial matters.

You will be assisted in writing a personal financial plan, in investing judiciously through approved traditional and alternative investments that are local or from overseas, in seeking protection through approved local and offshore insurance products, or in planning for your estate.

Wealthy families may find a key ally in VKA in forming a well conceived ‘family office’ specifically designed to manage family investments and trusts. It must be noted that VKA Wealth Planners Sdn. Bhd. does not manufacture any of the investment or insurance products thereby eliminating any potential conflicts of interest when providing independent financial advice.

Your Financial Bridge for Life