About Wish Team Advisory
We Turn Wishes into Reality
The Full Story
TURN YOUR WISHES INTO REALITY
​WISH TEAM is a vibrant Financial Planning Consultancy, powered by a dynamic collective of young entrepreneurs committed to transforming aspirations into tangible realities. Our core mission revolves around empowering our business partners to chase their dreams and attain financial independence, all while maintaining a harmonious work-life balance.
​
At the heart of WISH TEAM lies a deep-seated commitment to unity, collaboration, mutual respect, and compassion. These values guide us in realizing our objectives, adding value to our clients, and contributing positively to our communities.​Having achieved the remarkable milestones of becoming a million-dollar agency and hosting a million-dollar round table for our members, WISH TEAM is on a relentless quest for growth.
​
​
Our journey is marked by continuous exploration and the pursuit of excellence, aiming to cement our status as a leading and influential force within Malaysia's financial landscape. We are driven by the conviction that together, we can forge miracles and inspire those around us.​
​
​
As we stride forward, our vision is set on scaling new heights as a multi-million dollar agency. Our success is not just measured in financial terms but in the impact we make and the dreams we help realize. WISH TEAM is more than a company; it's a community where ambitions are nurtured, and achievements are celebrated collectively. Join us in our journey, where every milestone is a step closer to a future where everyone can thrive.
Mission
-
We strive to offer customers with a peace of mind through comprehensive and personalised financial and insurance planning services.
-
Promoting meaningful & long-term relationships between Life planner and clients.
-
To deliver a satisfaction services to our clientele by providing a one-stop financial service centre.
-
To be a young & best agency to work for whereby life planner are treated as part of the big family.
-
Maintaining the highest professionalism and code of ethics.
-
Aim to generate agency sustainable growth and consistently enhance our agency system
Vision
To be a YOUNG leading financial service agency in Malaysia, a preferred choice for our business partners and clients
We train LEADERS, NOT STAFF.
Core Values
Grateful
Team Spirit
Excellence
Foresight
Dedication