Whitman is the first and leading HOLISTIC wealth management company in the nation, advising more than RM2 billion worth of client’s wealth. We have successfully helped many people just like you to grow their money with high certainty and achieve financial freedom since 2000.
Your interest comes first. Whitman offers independent advice that is not influenced by the vested interests of any fund manager, life insurance company, stock-broking firm, bank or other financial institutions.
Focus on Your Big Picture
Our advice, irrespective of whether it is on investing, estate planning or cash-flow planning, is always given in a comprehensive and holistic context.
Regular Reviews and Communication
We regularly meet and provide clients with a financial report that give them a comprehensive view of their financial affairs: past, present and future. These meetings are a continuous and integral part of our service delivery.
Our advisors are guided by an advisory model developed by Yap Ming Hui. This ensures the consistency in the quality of the advice given by our team of HOLISTIC wealth management practitioners.
Low client- to- advisor ratio
At Whitman, the low client-to-advisor ratio allow us sufficient attention, resources, and time to add the most value and navigate competently through all of our client’s life financial stages.
ROADMAP TO FINANCIAL FREEDOM
Get your personalised Roadmap to Financial Freedom. You can do this, thanks to Whitman’s financial freedom planning innovationFind Out More