CUSTOMERS COMES FIRST-ALWAYS
In a world where relationships often feel transactional, we put your interests first. Doing what’s right isn't just a principle — it’s our promise.
INVENT AND REINVENT.
Reinvention is how we future-proof your financial journey.
So that our advice remains sharp, our tools relevant, and our impact meaningful
STRONGER TOGETHER IN A CHANGING WORLD
Our strategic partnerships with iFAST, Phillip Capital, and Kenanga Investment Bank combine decades of investment intelligence, platforms, and research strength, giving you access to a powerful ecosystem built for resilience and growth.
YOU'VE BUILT IT. LETS PRESERVE IT
After years of hard work, the focus shifts from earning more to protecting what you’ve earned.
We believe responsible investing means prioritizing stability over speculation. With us, every decision is made with one question in mind: how do we help you enjoy your retirement without financial worry ?
YOU'VE BUILT IT. LETS PRESERVE IT
At LIFA, every innovation starts with you. Whether it’s a smarter solution, a simpler process, or a better way to plan — we design with one goal in mind: to make your financial journey more secure, personalised, and meaningful.
AND FUTURE-READY.
We don’t sell products — we understand people. That means starting with your life, your goals, and your challenges. From there, we build outward: crafting strategies powered by intelligent technology and human expertise. The result? A dynamic, future-ready financial blueprint that evolves with you — because life changes, and your plan should too.
Managing your wealth isn’t just about building a portfolio. It’s about taking a complete view of all you have built over time. We get to know you and your family first. What your aspirations are. Then our team plans around all you want, need and hope for. We bring together who and what we need to make wealth planning as easy and as effective as possible.
Family Legacy & Financial Planning
For years, we’ve partnered with professionals, entrepreneurs, and families to create financial plans that last beyond a lifetime. At LIFA, we help you make sense of your wealth, align your values across generations, and build a financial legacy with intention. Through trust, clarity, and expert guidance, we’ll help you structure solutions that honour your family's goals and deepen the connections that matter most.
Investment Intelligence
Navigate opportunities with confidence. Gain access to our curated insights drawn from over 30 top fund houses and global financial institutions. With LIFA, you benefit from robust research, forward-looking strategies, and access to diversified portfolios across geographies and asset classes — all tailored to your risk profile and life goals.
Advisory That Puts You First
Your life isn’t built around financial products — and neither is our advice. At LIFA, we start with your ambitions, beliefs, and life stages to craft a bespoke financial roadmap. From insurance optimization to retirement income strategies and legacy planning, our advisory process is transparent, strategic, and built around you — not just your portfolio.
Discretionary Planning Services
Managing wealth takes more than good intentions — it takes expertise, time, and strategy. That’s why many of our clients choose to entrust the planning and execution to us. At LIFA, we handle the complexities of portfolio construction, insurance reviews, and wealth distribution — so you can focus on life, family, and business, knowing your future is in steady hands.
Smart Technology, Human Touch
We blend powerful financial technology with human insight. Our digital tools give you a 360° view of your finances — from investments to insurance, from income planning to liabilities — while our advisors are just a call away. Access clarity, control, and convenience, all in one secure platform. Because true financial planning is both smart and personal.
LEGACY FUNDING. PRESERVE. MULTIPLY. PASS ON.
There comes a time when your wealth should do more than grow — it should shape the future. Whether it’s to fund a trust, equalise inheritance, preserve a family business, or protect your loved ones from estate duties — Legacy Funding offers you a strategic way to pass on wealth meaningfully. At LIFA, we use High Net Worth insurance solutions and investment portfolio planning as powerful tools to build, safeguard, and multiply your legacy. Structured correctly, these instruments allow you to unlock liquidity, create tax-efficient wealth transfer strategies, and ensure your wishes are carried out across generations.
ALWAYS KNOW WHAT YOU’RE COMMITTING TO.
Legacy Funding is a long-term commitment, often structured through insurance and investment portfolios. The plan’s design — including premium amount, payment duration, and funding method — should reflect your unique goals and financial landscape. Early adjustments may impact the benefits or projected outcomes. That’s why we take the time to understand your full picture. Your LIFA advisor will guide you through every detail, ensuring your legacy strategy is built with clarity, confidence, and alignment to your long-term intentions.
Have you ever thought about building a career that’s both financially rewarding and personally meaningful?
At LIFA, we believe entrepreneurship isn’t just about business — it’s about building lives, families, and legacies.
That’s why we created SPARK — our signature pathway for people like you to launch a high-income, high-impact career in financial entrepreneurship.
S is for System
You’ll be trained on a proven client-attraction system to work with business owners, professionals, and high-income individuals — not just friends and family. We’ll show you how to build real client loyalty by delivering value that goes beyond selling.
P is for Product
You’ll be backed by a financial supermarket — with access to over 30 banks, insurers, and asset managers, offering 1,000+ financial solutions.
A is for App
You’ll get access to NestEggAdvisor, our cutting-edge financial planning platform. It lets you consolidate clients’ assets, insurance, and retirement into one clear dashboard.
R is for Rewards
Worried about income? Our Elite Financial Partner model gives you a roadmap to scale your income fast — without giving up your freedom.
K is for Knowledge
We’ve trained advisors from all walks of life — engineers, bankers, homemakers — to become confident, high-performing professionals.
LIFA Planners is a licensed financial planning firm of choice for individuals and families seeking clarity, confidence, and control in their wealth journey. Holding a Capital Markets Services Licence (CMSL) from the Securities Commission Malaysia, LIFA is committed to goal-based planning that aligns financial decisions with life aspirations. As a Corporate Unit Trust Adviser (CUTA), LIFA partners with iFAST, Phillip Capital, and Kenanga Investment Bank to deliver a proposition that is both resilient and distinct. Together, we provide access to over 1,000 financial products across 33 banks and asset managers, combining breadth with expertise. Like the world’s most enduring institutions, our strength lies in adaptability. iFAST offers global wealth access through seamless diversification; Phillip Capital tailors bespoke portfolio strategies for growth or income; Kenanga integrates structured legacy solutions that safeguard wealth across generations. This alliance does not wait for change — it anticipates it. By combining technology with human insight, innovation with stability, we reimagine how wealth is built, preserved, and transferred. That vision — of resilience, partnership, and continuity — is what makes the LIFA alliance different.
YOUR NEXT STEP IS IMPORTANT. WHO YOU CONTACT.
Simply complete this form and we will privately reach out to you to answer any questions you may have for all your generations ahead.
Disclaimer The contents of this website have not been reviewed by the Securities Commission Malaysia. The information provided is obtained from sources believed to be reliable and is for general information purposes only. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual, and should not be construed as an offer, solicitation, or recommendation to deal in any investment product. You are strongly encouraged to independently evaluate the suitability of any product or advisory solution in light of your own circumstances and, if in doubt, to consult an independent licensed financial adviser before making any commitment. LIFA Planners Sdn Bhd (1135707-K) is an independent licensed financial planning firm holding a Capital Markets Services Licence (CMSL) issued by the Securities Commission Malaysia.