About Us

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 on life, general or business insurance, providing banking & finance services, mortgage loan, offshore investment, will writing, trust setup up and guide them through risk planning, wealth planning, tax planning and estate planning management.


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 team and sharing achievement as the entrepreneurial dream team for those who aspire to live a fulfilling and contented path of life.

Core Value

Integrity and Professionalism.
Respect and Gratitude.
Team Unity.
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.