Wealth succession requires the knowledge of science and art. Inheriting wisdom and culture is of the utmost importance in the process of wealth creation, wealth accumulation and wealth succession. With the combination of insurance and estate planning, it helps families to create the legacy of love that last for many generations, and at the same time it helps to build a wealthy and prosperous society. - Jay Fu


Jay Fu Profile:

Founder of FINEX Group & Elite Venture Advisory.
Allianz Agency Manager.
MDRT Life Member (2010-2019).
Allianz Top Unit Manager Champion for 3 consecutive years (2016-2018).
ICMF Ten Million Round Table & NAMLIFA AKARD Personal Diamond Qualifier (2010-2019).
Established Elite Venture Advisory, Singapore branch, introducingthe concept of "Smart Wealth Inheritance" to Singapore.
‹Shang Hai› financial magazine columnist and ‹Ai FM › ‹ City Plus FM › radio interview guest.
Book Author - The Inheritance.
Often invited to share knowledge and concepts of wealth succession in Malaysia and Singapore.
More than 500 people have attended the wealth succession trainings, he is the most preferred estate planner for many high net worth clients.
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VISION

Guard the dream of every family. Helps the ordinary to create an extraordinary life.

MISSION

To be the No. 1 brand in wealth management and estate planning industry.

Create maximum value for customers and partners, to achieve the win-win situation.

Jay's profile

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JF FINEX SDN BHD (1310034-X)
Unit 7-1, Level 7, Wisma N2N, Tower 2, Avenue 3, Bangsar South,
No. 8, Jalan Kerinchi, 59200 KL.
Tel: +603 2715 0439 | Mobile: +601 2554 5241 | www.finexgroup.my