Our company is a collective of amazing people striving to serve individual, family and corporate client
Great CSA Management consist young team of financial professionals advising and helping individual, family and corporate client to seek best suited financial products base on these FOUR main pillars:
1. Asset Protection 2. Asset Accumulation 3. Asset Preservation 4. Asset Distribution
Through Risk Planning, Wealth Planning, Investment Planning, Estate Planning, Life Planning, Banking & Finance and Accounting & Tax
We have been recognized and featured on:-
Trusted Malaysia as The 15 Best Financial Advisors in Malaysia
Ehoza Personal Finance Malaysia as Personal Financial Consultant in Malaysia
Advisers Financial Consultant Magazine as Financial Advisors in Malaysia
Interviewed by British Publishing House Ltd as Successful People in Malaysia (3rd Edition )
Interviewed by Malaysia Chinese Business Radio Station, CityPlusFM on Financial Planning 资产规划好, 富过三代没烦恼
Interviewed by ShangHai Business Media, 商海名人访 on Financial Planning 资产规划
Top 1 Chinese Business Leader Magazine in South East Asia, Top Corporate Leader 企业总裁 as Top Corporate Leader
ShangHai Elite Entrepreneurs Book Fame 2021 百企名传 as Malaysia Top 100 Enterprise Benchmarking Influencer 标杆影响力
Worldwide Consumer Prestige 世界消费人权威 Magazine “疫情之下，消费者该如何精明理财” as One Stop Financial Planning Advisors 一站式资产管理专家
To provide clients professional services with integrity.
To utilize professional and standardized system in training and cultivating talents for building a desirable and irresistible brand.
To raise and lead the team in fulfilling a bright and fulfilling life.
To become the most desirable, irresistible, most wanted Top 100 Financial Management Advisory 100 people team and sharing achievement as the entrepreneurial dream team for those who aspire to live a fulfilling and contented path of life.
Integrity and Professionalism.
Respect and Gratitude.
Active Participation and Self-Directed; Motivation; Kindness and Giving.
Self-directed growth and learning, high priority towards client satisfaction.
Empathy over sympathy, kind gestures on a daily basic.
Communication from all perspective; forgive and ask for forgiveness.
Share knowledge, ideas and growth together as a team.