ABOUT US

We Are Estate Planning Education & Service Provider

ERA Advisory is a professional financial service provider who specializes in Islamic and conventional estate planning education and training. Estate planning, also known as inheritance planning detailed out the process of planning and handling of assets for every individual, with the objective to protect, preserve and distribute an individual’s assets during his or her lifetime and upon his or her passing on; according to his or her wishes, guided by law. With the increasing awareness on the importance of estate planning among the Muslims or non-Muslims in Malaysia, ERA Advisory strives to continuously create awareness via various innovative and interesting channels to reach out to the public. It is also our passion to develop and provide training to develop more qualified and knowledgeable Certified Estate Planners.

Our services are strongly supported by various business partners and financial institutions. It is our commitment to help our clients to customise their estate plan which is best suited to meet their needs and financial goals.

We Strive to Provide High Level of Professional Financial Consultation via a One Stop platform to our clients to Help them attain the Quality of Life and their Financial Goals. – ERA

ERA synonymous with its motto of providing Ethical and Reliable services and is committed to be Accountable for its post sales services. The team comprises of individuals of financial professionals who have been in practice in the financial industry for more than 30 years. Our team members are CFP Professionals who have relevant experience and abide by the FPAM – Financial Planning Association Malaysia’s professional responsibilities and Code of Ethics.

Vision

To be the leading One-Stop financial consultant who provides professional financial expertise services

Mission

To develop long-lasting client relationship by providing excellent services with trust and respect

Core Values

ERA synonyms for 'Ethical, Reliable and Accountable'. The team at ERA Advisory always strives to provide high level of Professionalism.

ACTIVITIES OFFERED

At Zero Cost, ERA Advisory collaborates with corporate companies in organising community related activities which helps employee engagement and retention.

Health Awareness Campaign for Blood Test, Blood Donations, Breast Screening

Wealth Planning Talk

Estate Planning Awareness Talk

Capital Planning Workshops

ERA OFFERES A DIVERSE RANGE OF PROFESSIONALFINANCIAL SOLUTIONS & WEALTH MANAGEMENT CONSULTATIONS

One to One Consultation

ERA Advisory has a team of 100 Certified Estate Planners located nationwide, throughout Penisular Malaysia, Sabah & Sarawak. These professionally trained estate planners are well versed in conventional estate planning and Islamic estate planning to help individuals and families in planning their estate.
Click here to get an One-To-One consultation today!

Public Awareness Talk

More Malaysians are aware of the importance of having a legit estate plan documents and thus are keen to learn more. At ERA Advisory, our estate planning knowledge sharing sessions cover a wide range of topics covering different level of understanding and needs of the audience. All talks are being presented in professional and structured manner. Organise a talk today for your family members and your colleagues in the office today, click here!

Training for Estate Planners

One of our greatest passions is building people. We offer comprehensive estate planning training modules in three major languages – Bahasa Malaysia, English and Mandarin. Range from basic fundamental of conventional estate planning and Islamic estate planning to conducting presentations – we provide online, offline and joint field works to our members.
Click here and be a qualified Estate Planner / Islamic Estate Planner today!

OUR CLIENTSTESTIMONIAL

“Highly passionate in what she is doing is what makes Jocelyn an outstanding financial advisor. Her expertise and knowledge plus her passion gives a lot of confidence to me in dealing with her.”Ms Indra , 25Marketing Executive, Oil & Gas Company

“I want to thank Angel for always being helpful whenever I need her financial advice. There was occasion whereby I met with emergency situation during midnight and I felt very helpless. Despite the late night, Angel came to rescue offering personal assistance to ensure me and my family were able to handle the hospital admission. I am very grateful towards her and salute her senses of responsibility. I know I can rely on her.”Mrs Lim , 34Entrepreneur

“I am a retiree. I would like to express my gratitude towards Jocelyn from ERA Advisory for what she has done for me and my wife over the past years. The expertise and attention to detail she has put into our financial management is highly recommended. She always ensure we understands what we signed up and thus both my wife and I feel the dealing with her is of always in high integrity level.”Johnson , 65Former VP, Banking Industry

“ They are very honest in presenting their proposals. Also, they have a diversified of financial services which helps to relate all my financial related questions. It is a good one stop service. I am very satisfied with their services.”Kasturi , 54Lecturer, University

“ Our entire family from my parent’s generation to my generation and my children are getting financial services advice from Angel. We are absolutely happy with her services because she is caring and always do her best to understand our needs and requirement before she provides advice and solutions. We like her professionalism, ethical and caring demeanour and she has definitely won our trust to manage our family’s financial matters.”Madam Chan , 60Former MD of MNC

Contact Us

If you have any inquiry, please drop us a message. We will reply to you soon.

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