Whitman Independent Advisors Sdn Bhd | Licensed Financial Advisor Malaysia - Petaling Jaya, Selangor

CW 9.

I believe Whitman Advisors is the most experienced and capable firm in the industry. Over the past few years, they have provided me with invaluable financial advice that has significantly grown my wealth.

One of the things they amaze me most is their personalized approach and attention to detail make me feel confident and secure in my financial decisions. Whitman Advisors has a superior method in financial planning; the roadmap they provided gave me a better understanding of my financial position and highlighted weaknesses I had previously overlooked.

Thanks to their excellent strategies and dedicated team, I no longer need to spend much energy monitoring my investments. Whitman Advisors does it all for me, ensuring my investments are always in good hands.

Lee E. V.

It is my first time investing into another investment product other than Fixed deposits which is secured by the bank. Honestly, for me who have just started working for a few years, trying to invest into an unfamiliar investment product feels like taking a very big risk but Whitman has recommended their Investment Portfolio to me and me who went ahead to invest into the Portfolio was the best decision that I have made. Initially, I was concerned due to my lack of experience with this investment but Whitman has reassured me with their support on managing & monitoring my investment portfolio and patience to address my queries that I as an investor is able to learn and receive useful information about my investment portfolio. Kudos to Whitman team for their patience and support to me who is a beginner in this investment field. Thank you Whitman!

Jeamie L.

I've been a client of Whitman Independent Advisors since 2010, and I can confidently say they've been instrumental in shaping my financial journey. They haven't just advised me on investments and wealth management, but have provided a comprehensive roadmap for my financial well-being.

From determining the right amount of insurance coverage to navigating the complexities of will writing, they've been there for me every step of the way. I love the personalised touches and accessibility to my advisor, it is akin to having a personal trainer for your finances. They take the time to understand my individual needs and goals, and their advice has always been clear, concise, and actionable. I highly recommend Whitman to anyone who needs a financial advisor whom they can trust to ensure their weight is managed effectively and efficiently.

senpai V.

Whitman really impressed me by focusing on what I needed. They didn’t push me to buy any unnecessary insurance or investments. Instead, they took the time to understand my goals and offered solutions that fit my financial situation. This client-centered approach made me feel very confident in their services.

Lim T. K.

Whitman is a FA firm approved by Bank Negara and licensed by SC which gave me confidence in them. Their service provided is highly customized towards client financial situation and concerns.

Xin R.

My advisor was incredibly patient in answering all my questions, no matter how basic. He schedule meeting with me regularly to make sure I understood everything before moving forward. It is so reassuring when I know somebody is looking after my finance so I don't need to worry about it in my daily basis!

Dora Y.

Very good

ANDY T. ?.

Great!