AVA WEALTH
Consultancy
Our Start
Financial Planning Career
Founder
Andy Lim Wee Kean
Group Manager
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Studied at Chung Ling High School in Penang in early years
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Graduated from Civil Engineering at UTM
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Joined Financial Planning industry since 1995
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CFP (Certified Financial Planner) with FPAM authentication
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26 years of financial planning experience
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Received CIAM & NLP (Neuro-Linguistic Programming) Certifications
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Gave speeches on over 1000 stages and shared his knowledge to over 3500 young people
Violet Lee Yen Ping
Unit Manager
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Studied at Chung Ling High School Butterworth in early years
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Graduated from Civil Engineering in UTM
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Joined Financial Planning industry since 1997
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24 years financial planning experience
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Helped many who don't familiar/ understand about financial planning
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Clients are always satisfied with her professional services and responsibility
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Member of MDRT(Million Dollar Round Table) who provides exceptional professional knowledge, strict ethical conduct and outstanding client service
What AVA Planners Do?
We help clients
Achieve life goals
Remove financial worries
By evaluating your financial position, goals, and risk tolerance, we provide tailored financial solutions. Representing partner companies, we offer a full range of financial services for life planning.
Clients see us as trusted friends, reminding them to plan ahead for unforeseen events.
Our Financial Product Partners
SG Network
Super Group (SG) is a huge family of planners who regularly meet for discussions and mutual learning. We also travel together to explore different cultures.
SG has a nationwide agency network across Peninsular Malaysia, from Alor Setar to Johor Bahru, and is expanding into East Malaysia, including Kuching, Miri, and Kota Kinabalu. With 30 agencies, we offer enhanced service and support for both clients and planners.
