Service & Solution

OSC Wealth Management is a one-stop centre delivering multiple financial solutions to meet your needs at every stage of  your life. We are happy to help you fulfil your goals in achieving financial freedom.

The 5 Pillars of Wealth

Our financial advisory model covers all the essential elements of an individual‘s financial planning needs.
It encompasses all aspects of wealth management, so you can rest assured that our financial advice leaves nothing out.
Wealth Protecting is the foundation of financial planning. You must first safeguard ‘What you have.’ It might be your life, health, property, or vehicles, among other things.

A complete evaluation considers financially detrimental concerns such as Premature death, Disability, Major Disease, Hospitalisation and Health costs, Accidents, Theft and Restoration to damaged Property to ensure that you and your family remain protected should such events occur. Once you have developed a good Protection Plan then go ahead and create a list of realistic Financial Goals.

Next, wealth creation is to maximise your assets’ growth potential. We assist you in developing an investment strategy that is tailored to your specific needs while still growing at the rate you choose. You have a better chance of increasing your investment return with the help of our patented technologies, allowing you to realise your long-term financial goals.

Wealth accumulation is important to ensure that you amass sufficient funds to meet your life goals and plan for retirement. We will assist you in developing a programme that is both realistic and achievable in order to satisfy these requirements.

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.

Wealth Distribution ensures that your wealth is passed on to loved ones and through philanthropic activities according to your wishes. The complete estate planning may include Wills, Trusts, and Holding companies, Tax Planning and Foundations.
It is a critical part in your wealth preservation and retention. We’ll work with you to create an effective and efficient estate plan that ensures your legacy is maintained and distributed according to your intentions.
The 5 Pillars of Wealth

Redeem your Perlindungan Tenang Voucher and get covered with Great Tenang at no additional cost!

  • Up to RM42,500 Death or Permanent Disablement coverage due to Accident
  • Up to RM50 Hospital Income (per day, up to 30 days)
  • Enjoy complimentary COVID-19 coverage
  • Up to RM200 Supplementary Cash Relief Allowance
  • Up to RM1,000 Bereavement / Funeral Allowance
  • Valid till 31/12/2022
For more information, please refer Brochure and Product Disclosure Sheet.
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Financial Planning​

Financial Planning is an untaught subject in school, yet it is most important topic in our daily routine. At OSC Wealth, our client can have their money managed at piece of mind. Our financial advices definitely will provide not just a mere advice, but value added with tailored financial product to meet our client financial goals. Our full-fledged financial solutions make our client benefit from the advices in these areas
  • Investment Planning
  • Children Education Funding
  • Estate Planning
  • Retirement Planning
  • General Insurance Services
  • Mortgage & Liability Planning
  • Business Succession Planning
  • Employee Benefit Schemes
  • Islamic Wealth Management Solutions
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Risk management and Insurance Planning​

Risk is a fact of life and can have a dramatic impact on your wealth. Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.

Part of our job is to protect your financial well-being, and that may require us to help you insulate yourself from certain risks. Everyone should evaluate the possibility of personal, business, and professional liability; property loss; catastrophic illness or disability; and assisted living.

Our team identifies risks that could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Transferring risk to the deeper pockets of an insurance company in a cost-effective manner may be prudent to minimize the financial damage of a catastrophic, unanticipated event.

Retirement Planning
Would you agree that the only person who can take care of the older person you will be someday is the younger person you are now?
Income Protection
Loved ones have to carry on no matter what happens
Saving Plan
Helping you achieve your goals at every stage in life
Investment Planning
Do you want your hard-earned money to work harder for you?
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Estate Planning​

Estate Planning is a process which ensures that your property, money and other assets are distributed according to your wishes at your afterlife

There are typically three distinct phases:Creation of the Estate – via such entities as business equity, borrowings, investments, and insurance.
Preservation of the Estate – outrunning inflation, reducing taxes, protection of assets from creditors and bankruptcy.
Distribution of the Estate – via wills trusts, business equity, debt / personal guarantee cancellation, capital gains tax, and life insurance.

We work with our client and their legal advisors to ensure that a comprehensive estate planning is in place. Rightful legacy planning is able to ensure your wish could be executed accordingly and minimize tax and compound consequences for your loved one
Will Writing/Wasiat
Cash Trust
Insurance Trust
Hibah
Trust / Waqf Planning
Individual and Business Trust Planning
Osc Mortgage
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Mortgage & Liability Planning ​

MLTA provide assurance that mortgage borrower need not to worry about the debt as there is any unfortunate happened to one, such as death, disability, and critical illnesses.

It is designed to waive off the outstanding loan and provided subsistence to our beloved family member in the event of death, disability and dread disease

KEY FEATURES AND BENEFITS

Highlights of Mortgage Level Term Assurance:

  • Provides level protection for added security on your outstanding loan amount.
  • In the event of death or total and permanent disability, your outstanding loan is offset by this plan.
  • Financing the insurance premium through a borrowing facility is an option.
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General Insurance Services
​

OSC Wealth analyses and provides recommendations on the various types of personal insurances as well as the best way to structure the ownership of this cover. Our advisers assist you with the application process and, in the event of a claim, take an active role in the claims management process. As part of our ongoing services, we will undertake regular reviews of the insur- ance market to ensure that you are on track to meeting your goals.
  • Personal Accident (PA) Coverage
  • Property, Fire & Theft Insurance
  • Business Insurance
  • Vehicle Insurance
  • Travel Protection
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general insurance

WE ARE COOPERATE WITH

Great Eastern
MPI generali
GE Takaful
Etiqa
RHB Trustee
Meridin
Fortune One

Your Personal Wealth Planning Journey Made Hassle-free

1. Book a Complimentary Consultation

2. Our wealth advisor will be in touch with you for your needs

3. Propose financial planning that suit your needs

4. Accomplish Your Personal financial goals

Contact

Send a message

Most Asked Question.

  • We will call you back to find out more about your aims and requirements
  • We'll then organise a telephone consultation for you with one of our experts
  • You will be able to ask any questions you have and find out more about investing with Osc Wealth Management Sdn Bhd

Our operating hours are from Monday to Friday, 9.00am to 6.00pm. However, any inquiry outside of our business workings may be left at our “Get In Touch” to contact us, we will respond to you as fast as possible.

Our main office is located at Pj, Kuala Lumpur. However, we provide our services to customers anywhere in Malaysia.

Our operating hours are from Monday to Friday, 9.00am to 6.00pm. However, any inquiry outside of our business workings may be left at our “Get In Touch” to contact us, we will respond to you as fast as possible.

Get In Touch

To book an initial consultation with one of our experts, just fill in your details.
Please also let us know in ‘Your comments’ which areas are of primary interest to you e. g. Inheritance Tax, pensions, retirement planning or investment planning.