08:00 – 17:00

Monday to Friday

APL Tower 33rd Fl

Jakarta 11470

0811 8181 37

Welcome to Financial and Wealth Designer, we have over 12 years of expertise

08:00 – 17:00

Monday to Friday

APL Tower 33rd Fl

Jakarta 11470

0811 8181 37


Expert Financial Advice

With over 12 years of experience
we’ll ensure you always get
the best guidance.

Contact Us Today
Successful business man at his contemporary office

Investment Guidance

We bring decades of proven industry expertise
in driving our investment approach.

Contact Us Today

Friendly Assistance

We’re famous for our friendly, personal help
with most of your financial affairs.

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Financial Planning

We understand you’re saving for all different life events: retirement, a house or simply to build wealth…

Life Assurance Strategy

Risk is the main cause of uncertainty in both personal life and business. Thus, people increasingly focus more…

Wealth Preservation

Over time, interest, taxes and inflation can erode your wealth. Drawing income or capital from your investment …

What we Offer

We provide expert financial advice. With over 12  years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Wealth to deliver.
Let’s design your financial plan

About Us

We have over 12 years of experience providing expert financial advice for both individuals and businesses. Our Partner’s Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.

Frequently Asked Questions

What kind of financial advice do you give?

We are mainly focus to personal financial planning, which includes : Assessing your current financial position, Life Assurance Strategy Consultant, Saving, Investment, Retirement, and Wealth preservation.

Do you offer individually tailored wealth plans?

Sure ! We believe that each family has it’s own dreams to be fulfilled, therefore must develop effective wealth strategy.

How would I go about planning for my retirement?

The first step, you should decide and committed what you are going to achieve. Next we will assess your earning power and current financial position. Then we will develop the financial plan, and finally monitor the result regularly and if needed do adjustment to ensure you are always on your track.

Let's Secure Your Human Capital and Build Financial Capital

Helping individual, any size of businesses just like yours


Happy Clients (Period Ended Jun 2017)


Unit of Business Partners

Why Choose Us?


We have a Powerful Time-tested (for over 12 years) Investing Strategies to Secure and Grow Your Money.


A young, reliable, proactive, and enthusiastic team of advisers are always here to help.


Our financial specialists have Blueprint to Wealth to ensure you get the optimum results.

For expert to grow your money, you can trust WEALTH

Get a FREE Financial Check-Up and Booklet ! Please visit . . .

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also Email Us if you would prefer.

For Businesses: Do you have questions about how Wealth can help your company ? Send us an email & we’ll get in touch shortly, or call 0811 8181 37 between 08:00 and 17:00 Monday to Friday — we would be delighted to speak.

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