- In Company Profile
Wealth Integrated Services Sdn Bhd - WIS a Franchisee of Rockwills Corporation Sdn Bhd (Formally known as Excel Wealth Management) was incorporated in May 2010. As the name implied, WIS provides Integrated Financial Services & Estate Planning Services.
This company was founded by Mr Wong Kuok Chai and Miss Ngan Siew Loon. They have been very successful and active in the Insurance & Financial Industry for the past 19 years.
Both Founders are qualified Registered Financial Consultant (RFC). The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants
WIS aims to develop and provide Estate Planners the necessary knowledge, skills, impart the right attitude and habit in delivering a very high level of professional service to the public. Thus, we are looking for Young Professional to join us in this strong growth industry.
Over the years, WIS has been working closely with Professionals eg. lawyers, accountants, tax consultants, investment analysts, IT Specialist etc. in supporting & providing integrated financial services to our clients.
At WIS, we understand that there will never be another you to care for your family the way you do. Our goal has always been to help you, our dear customers, to live healthier and longer but ultimately to live a life that is fulfilling.
WIS's goal is improving quality of life, helping people to optimise their investment, ensure it will be passing to their loved ones. AS THEIR WISH.
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