Our Company

Who We Are

Approved Financial Adviser By Bank Negara Malaysia

Capital Market Services License By Securities Commission Malaysia

Corporate Unit Trust Adviser(CUTA) & Corporate PRS Adviser(CPRA) By Federation of Investment Managers Malaysia

Established in 2009, Harveston Financial Group is a Malaysian integrated wealth management firm that focus on individual, family and business.

With emerging and fast growing in wealth management needs, we have structured continuous development in our adviser’s professionalism and integrity to serve our client. Thus, we aspire to be preferred wealth management adviser.

We truly understand our client’s wealth management needs and committed to provide desired financial solutions at their different stage of life to achieve their life goals. We further strive to provide an outstanding career for our adviser to grow their profession.

The Harveston Group comprises

Harveston Wealth Management Sdn Bhd

We hold a Capital Markets Services approved by Securities Commission Malaysia. Our services include:

  • Multiple Investment Unit Trust
  • Corporate Private Retirement Scheme Advisory
  • Investment Advisory
  • Business Advisory

Harveston Financial Advisory Sdn Bhd

Approved by Bank Negara Malaysia as a Financial Adviser, we provide:

  • Financial Advisory Services
  • Multiple Financial Solutions
  • International Investment and Life Insurance Services

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