Our Services
Building your personal wealth starts with managing your income and expenditure.
Managing risk ensures you have the financial resilence to weather the rainy days.
Making the right investments is crucial for growing your assets and generating passive income.
Understanding how Malaysia’s taxation system works for individuals and businesses lets you plan your taxes more effectively.
We deserve to enjoy our golden years without worry.
When we pass on, we can’t take our possessions with us, but we can ensure they go to the people and causes we care about.
Our Vision
To be trusted and reliable Financial Advisor Provider in Malaysia
Our Mission
To assist clients achieve their financial goal through comprehensive financial planning
To build a productive team with well-balanced life
Join Us!
Working as a
Financial Planner:
Achieving your full potential, while engaging in a meaningful and rewarding journey to achieve balance in all aspects of your life.
Our Team
Ooi Hooi Li
Group Manager
Franchisee of Rockwills, AEPP
Life Planning Advisor (LPA)
Bachelor in Electrical Engineering
See Ying Ying
Unit Manager
Life Planning Advisor (LPA)
Bachelor in Accounting
Soh Suan Ee
Sales Manager
Life Planning Advisor (LPA)
Oon
Chai Ling
Junior Insurance Advisor
Cheah
Chiew Peng
Junior Insurance Advisor
Life Planning Advisor (LPA)
Ooi
Sin Ying
Junior Insurance Advisor
Bachelor in Accounting
Teoh
Han Rui
Junior Insurance Advisor
Bachelor in Achitecture
Our Core Values
Trustworthy
Gratitude
Balance
Our Address
U-Wealth Partners (003246587-P)
3S-09-3A, Setia Tri-Suites , Persiaran Kelicap
11900 Bayan Lepas, Penang
uwealthpartners@gmail.com