We have over 17 years of experience providing expert financial advice for both businesses and individuals. Wealth is owned by a group of Personal Finance Consulting Team. We are dedicated to giving Financial Advice to every family in Indonesia since 2001 to build strong financial foundation, with head office in Jakarta. Specialties include: Personal Financial Advice & Planning, Assets Accumulation & Allocation, Estate Planning, Income Tax Planning, Disability, Pension Plan, Education Fund, and Career Planning
Unlike everyone who calls themselves a “financial advisor” or “investment manager”, as empathetic financial advisors, we devise financial solutions to suit our clients needs, income and goals” . We DON’T profit from their investments and policies; INSTEAD, we help give our clients the best possible advice that will save their money and getting the best financial products. Therefore to ensure these, we only provide our clients in Indonesia the best financial products available from our preferred partner, the leading companies in the world of financial planning.
VISION: “Be the first choice in terms of financial planning for every family in Indonesia”
MISSION: “Listening to clients as well as our partners, understand their needs, and providing professional services that can be trusted and relied upon”
CORE VALUES: “ICARE”
- Integrity – We promise to do things right, even if others do not see in any situation.
- Commitment – We definitely finish what we started doing, whatever the challenges that must be faced.
- Achievement – We can achieve anything we can imagine, when we have the vision, determination, and expend all the energy that we have a continuous basis.
- Respect – We treat others as we wish to be treated.
- Encourage – We are always on the side of everyone to raise their morale and confidence.