Sincere Wealth Advisory Group

Sincere Wealth Advisory Group was established in Penang and branch in KL in 2017. This private limited company is a financial planning & risk management company. Along the years, we enhanced the profession & services into a holistic approach towards the needs in the industry. 

Our affiliation partners are Great Eastern Life, Great Eastern General, OCBC Bank & Rockwills Trustee. It has since contributed significantly in the building of the 3 most vital platforms in the nation: financial planning, risk management & estate planning. 

The life planning advisors under Sincere Group are equipped & well trained with financial knowledge. Our input not only come from our affiliation partners, we also keep improving and update ourselves with market financial courses and license courses, eg: Certified Financial Planner. We help individuals meet their long-term financial objectives with a set of analyzing programs. We also specialize in risk management, education fund planning, retirement, and estate planning. We also provide corporate & business solution. 

Our Vision
To become a trusted and highly reliable wealth advisory team.

Our Mission
We assist clients for making holistic and comprehensive life financial planning.
We promote quality balanced lifestyle.
We train up professional wealth advisors.
We support business partners & team mates in realizing the ideal life they ought to live.

Core Values
Sincere
Integration
Noble
Coordination
Efficiency
Reliable
Energetic