Architecting Your Financial Legacy
构建您的财富传承
Experience a premier partnership dedicated to preserving and enhancing your wealth for generations to come. We provide sophisticated, tailor-made financial strategies designed for your unique aspirations.
体验卓越的合作伙伴关系，致力于为您守护并增进世代传承的财富。我们提供为您独特愿景量身定制的、精密的财务策略。
Who We Are / 关于我们
Our Foundation of Trust
我们的信任基石
Paramount Private Wealth represents the pinnacle of specialized financial counsel within the esteemed Advance Fin Advisory Sdn Bhd. Since our inception, we have been dedicated to serving a discerning clientele across Malaysia, Singapore, and the wider region.
Paramount Private Wealth 是 Advance Fin Advisory Sdn Bhd 旗下的顶尖专业财务咨询品牌。自成立以来，我们一直致力于为马来西亚、新加坡及更广泛地区的尊贵客户提供服务。
Our parent firm, Advance Fin Advisory Sdn Bhd, is a reputable advisory firm established in 2018. It is not only fully licensed by Bank Negara Malaysia (BNM) under the Financial Services Act 2013, but is also distinguished by having an MDRT Certifying Officer—a testament to its standing among the world's leading financial professionals. This dual validation of regulatory compliance and industry excellence forms the bedrock of our commitment to transparency and integrity.
我们的母公司 Advance Fin Advisory Sdn Bhd 成立于2018年，是一家信誉卓著的咨询公司。它不仅获得马来西亚国家银行 (BNM) 根据 2013年金融服务法案 颁发的全面执照，更拥有一名百万圆桌会认证官，这证明了其在全球顶尖金融专业人士中的地位。这种监管合规和行业卓越的双重认证，构成了我们对透明和诚信承诺的基石。
Our strength lies in our team of seasoned Financial Adviser's Representatives, who hold premier qualifications including the Certified Financial Planner (CFP®) and Registered Financial Planner (RFP®) designations, or their equivalents. Through our extensive network of strategic partners—including leading insurance firms, investment houses, and private banks—we deliver a holistic suite of financial solutions, from bespoke retirement and investment management to comprehensive insurance and estate planning.
我们的优势在于我们经验丰富的财务顾问代表团队，他们拥有包括注册财务规划师 (CFP®) 和 注册理财规划师 (RFP®)在内的顶级专业资格或同等学历。通过我们广泛的战略合作伙伴网络——包括领先的保险公司、投资机构和私人银行——我们提供从定制化退休和投资管理到全面保险和遗产规划的全方位金融解决方案。
Our Top Focus / 我们的核心服务
Global Diversified Managed Portfolio
全球多元化管理投资组合
Our flagship "Global Diversified Managed Portfolio" is a comprehensive wealth management framework designed for discerning individuals and families. The core principle is to avoid overvalued assets, aiming for a high Sharpe ratio by minimizing downside risk and strategically entering undervalued markets. The portfolio is rebalanced monthly to adapt to market conditions.
我们的旗舰“全球多元化管理投资组合”是一个为独具慧眼的个人和家庭设计的综合财富管理框架。其核心原则是避免估值过高的资产，通过最小化下行风险和策略性地进入估值不足的市场，以实现高夏普比率。该投资组合每月进行重新平衡，以适应市场变化。
Strategically constructed using world-class investment vehicles from leading global asset managers such as BlackRock, iShares, and JP Morgan.
由贝莱德、iShares和摩根大通等全球顶尖资产管理公司提供的一流投资工具战略性构建。
Wealth Protection
财富保障
Wealth Accumulation
财富增值
Wealth Consumption
财富享用
Wealth Transfer
财富传承
Wealth Protection / 财富保障
Our primary objective is the preservation of your capital. We employ a disciplined, low-risk investment philosophy and robust safeguards to protect your assets against market volatility and unforeseen events.
我们的首要目标是保护您的资本。我们采用严谨的低风险投资理念和健全的保障措施，以保护您的资产免受市场波动和意外事件的影响。
Discover the Global Portfolio / 探索全球投资组合 →Wealth Accumulation / 财富增值
Through strategic allocation across global markets, we aim for consistent, sustainable growth. Our focus is on building your wealth steadily over the long term, creating a powerful engine for your financial future.
通过在全球市场的战略性配置，我们致力于实现持续、稳健的增长。我们的重点是长期稳固地为您积累财富，为您的财务未来打造一个强大的引擎。
Discover the Global Portfolio / 探索全球投资组合 →Wealth Consumption / 财富享用
We help structure your portfolio to provide a reliable income stream during your retirement years. Our planning ensures you can maintain your desired lifestyle with confidence and financial freedom.
我们帮助您构建投资组合，以便在您退休期间提供可靠的收入来源。我们的规划确保您能充满信心地维持理想的生活方式，并享有财务自由。
Discover the Global Portfolio / 探索全球投资组合 →Wealth Transfer / 财富传承
Ensuring a seamless transition of your wealth is paramount. We work with you to establish clear succession plans, so your legacy is transferred efficiently and to the intended beneficiaries.
确保您的财富顺利传承至关重要。我们与您合作制定明确的继承计划，以确保您的遗产能够高效地转移给指定的受益人。
Discover the Global Portfolio / 探索全球投资组合 →0
Years of Expertise
年专业经验
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Regulated Financial Planners
位持牌财务规划师
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Assets Under Advisory (USD)
管理咨询资产 (美元)
0
Wealth Generated (USD)
已创造财富 (美元)
All figures are stated as of September 30, 2025.
所有数据截至2025年9月30日。
Client Archetypes: A Tailored Approach
客户类型：量身定制的方案
We partner with a select group of individuals and families. See if our specialised approach aligns with your unique financial profile and aspirations.
我们与特定的个人和家庭群体合作。了解我们的专业方法是否符合您独特的财务状况和愿景。
The Security & Compliance-Minded
注重安全与合规的投资者
You demand the highest standard of asset protection and regulatory oversight. Our activities are fully regulated, and your portfolio is held with world-class custodians for ultimate peace of mind.
The Strategic HNWI Investor
高净值战略投资者
You are a High-Net-Worth Individual focused on significant, passive growth. We provide a professionally managed, low-risk balanced portfolio to compound your capital.
The Driven & Discerning Professional
有远见卓识的专业人士
As your personal wealth manager, we handle the complexities of your finances, allowing you to focus on your career, family, and personal pursuits with complete peace of mind.
The Legacy & Retirement Planner
遗产与退休规划者
You wish for a seamless transfer of assets and a secure income stream to fund your retirement, ensuring long-term financial security for you and your family.
Comprehensive Solutions / 全面解决方案
Our Other Financial Advisory Services
我们的其他财务咨询服务
Premier Legacy Planning
尊尚传承规划
For legacy goals of USD 1,000,000 and above, we provide a private banking-like experience with our ultra cost-effective life insurance solutions.
Core Legacy Planning
核心传承规划
For legacy goals of MYR 500,000 and above, secure your family's future with our exceptionally cost-effective life insurance policies.
Hospitalisation Insurance
住院保险
Gain peace of mind with comprehensive medical coverage. Choose from flexible regular premium plans or innovative, cost-saving lump-sum payment options.