Excel One & Associates Sdn Bhd

Over 30 years ago, we set out with a clear mission: to provide financial solutions that truly matter, helping individuals and businesses make some of the most significant financial decisions in their lives. Since our founding, we’ve built a reputation for trust, privacy, and a deep understanding of our clients’ needs.

Based in Mont Kiara, we specialize in holistic financial planning. We don’t just focus on the present—we plan for the future. Our work involves risk management, succession planning, wealth distribution, accumulation, and asset protection, ensuring that our clients’ financial goals are secure for the long term.

At the heart of our success are our people. Our associates hold top-tier qualifications, including RFP (Registered Financial Planner), ChFC (Chartered Financial Consultant), and Shariah RFP (Shariah Registered Financial Planner). Backed by one of Asia’s largest financial institutions, AIA BHD, we offer a supportive environment where expertise and career growth go hand in hand.

If you’re passionate about financial solutions and want to be part of a company that values expertise, trust, and long-term relationships, we’d love to hear from you!

At our company, trust and integrity are the foundation of everything we do. For over 30 years, we’ve cultivated a culture that prioritizes transparency, ethical practices, and a genuine commitment to both our clients and team members.

We take pride in creating a work environment where autonomy and accountability thrive together. You’ll have the freedom to take ownership of your work and make meaningful contributions, with the confidence that your expertise and decisions are trusted. We empower our employees and associates to act independently while holding ourselves accountable to the highest standards.

We nurture a family-like atmosphere where everyone feels respected, safe, and supported. Our workplace is designed to be comfortable both physically and emotionally, so you can focus on what matters most—helping our clients grow and protect what’s most important to them.

When you join us, you’ll be part of a company that values trust, autonomy, and accountability. You can expect to work in an environment that encourages initiative, where your contributions are respected and appreciated. With the backing of one of Asia’s largest financial institutions, you’ll have access to the resources needed for success, along with the freedom to innovate and grow in your role.

If you’re seeking a place where you’ll be trusted to lead, held to high ethical standards, and supported in a comfortable, family-like setting, we’d love to welcome you to our team.