About Us
Strategic Planning + Action = Success
"We made a promise and we will fulfill it together."
Matrix Wealth Advisory is a professional financial planning company with a team comprising dedicated financial advisors, mortgage specialists, and asset planning experts. With years of experience in life insurance, general insurance, mortgage loans, will writing, and trust planning, we deliver value-added services in wealth creation, protection, accumulation, and distribution.
We provide customized financial planning for all stages: creating, protecting, accumulating, and distributing wealth. Gain security, happiness, and fulfillment for your family's financial goals.
Mission
We are a trusted financial planning company in Malaysia. Our aim is to make a better future for our clients and partners.
Vision
We provide comprehensive financial planning services to ensure our clients have the support and guidance they need to improve their quality of life at every stage. We are also dedicated to cultivating professional financial advisors, offering them entrepreneurial opportunities and career growth.
Our Core Value
“Let’s achieve greatness and create a fulfilling life together. Chase your big dreams – nothing is impossible. We support you every step of the way. Let’s inspire each other to grow and achieve our highest potential!”
“We firmly believe that as long as you have confidence, determination, and take action, you can achieve your dreams.”
“We have always assisted our clients and partners in achieving their achievements to make ourselves proud. We pursue excellence and value, improve quality, expand the market, and make our customers and partners feel satisfied.”
Our Team
Our full-time professionals are ready to aid you with your financial questions.
LEON CHONG
FOUNDER
GROUP MANAGER
LIFE PLANNING ADVISOR
ESTATE PLANNER
MORTGAGE ADVISOR
SUPREMACY AWARD
CAROL SIOW
CO-FOUNDER
UNIT MANAGER
LIFE PLANNING ADVISOR
SENIOR ESTATE PLANNER
MORTGAGE ADVISOR
MDRT
SES & SUPREMACY AWARD
SG NATIONWIDE BOOK OF RECORD BREAKER
AKARD PLATINUM AWARD
JESLYN LIEW
REGIONAL HEAD (JB)
LIFE PLANNING ADVISOR
ESTATE PLANNER
MORTGAGE ADVISOR
SUPREMACY AWARD
SHERLY LIM
REGIONAL HEAD (PENANG)
LIFE PLANNING ADVISOR
MORTGAGE ADVISOR
SES & SUPREMACY AWARD
