Unlocking Excellence with Holistic Wealth Group

What We Do

Welcome to Holistic Wealth Group (HWG), your portal to financial excellence. Explore a world where trust, innovation, and empowerment converge to illuminate the path to abundance. Navigate pages revealing a commitment to empower, enrich, and illuminate the financial futures of clients and partners.

Our brand values—Trustworthy, Human-Centric, Resilient, Innovative, Value-Driven, and Empowerment (THRIVE)—form the bedrock of our legacy.

As a holding company, HWG leads subsidiaries, partners, and collaborators dedicated to holistic wealth management. Join us on this journey to stand as Malaysia's leading wealth management conglomerate, exploring our leadership, services, and dynamic partnerships.

Together, let's unlock excellence with Holistic Wealth Group.

Services & Solutions

Services & Solutions

Estate & Retirement Planning

Crafting plans that safeguard your legacy and ensure a comfortable retirement.

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Services & Solutions

Financial Planning

Tailored financial strategies to suit your short-term needs and long-term aspirations.

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Services & Solutions

Investment Management

Expert guidance in investment decisions to maximize returns while managing risks.

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K+

clientele across east and west Malaysia

K+

dedicated advisors providing the best service

subsidiaries for Holistic Wealth planning

BNM

approved subsidiary to provide financial advise

We strive to deliver a holistic wealth management solution for our client by offering great financial services.

Our approach is to partner with financial firms across Malaysia to bring together a holistic & personalized wealth management solution for our clients.

Testimonials

HWG has profoundly transformed my life and career. I now offer comprehensive wealth planning tailored to my clients' needs, earning their trust and referrals. My income and financial knowledge have significantly grown, paving the way for financial freedom for both my clients and me. Thank you, HWG, for this incredible journey!

Anne Hee, Consultant, Auxano Capital

I had encountered bottlenecks and stuck with career development & progression after 13 years in the financial and insurance industry. HWG changed that by providing me an additional platform to develop myself and my team to be more professional and continuously guide me to outshine as a leader with infinite possibilities in my career.

Dickson Yeow, Financial Consultant

I like to commend Holistic Wealth Group for their outstanding commitment to sustainable practices and ESG considerations. The incorporation of ESG factors in investment decisions reflects a forward-thinking and responsible approach in holistic wealth management. The transparency in communicating sustainable practices not only aligns with ethical standards but also sets a positive example for the industry.

Dr Norsaidatul, Founder, MD of Think Plus Group of Companies

I have been involved in the unit trust industry for 20 years. When my career encountered challenges, I discovered HWG. It broadened my perspective, transforming traditional Financial Planning into a more progressive platform aligned with contemporary needs. It enhanced my clients' financial planning with a more comprehensive, secure, and effective wealth succession.