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jasonwcm

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from jasonwcm, Financial planner, Persiaran Lagoon, Bandar Sunway, Petaling Jaya.

09/12/2025

Sales Kick Off 2026

06/12/2025

A selfie to record one of the best moment of my life 💥📸

30/11/2025

Today my heart is fuller than I ever imagined.

After 40-plus years of walking life on my own, I never thought I’d find someone who could make everything feel so complete. Yet here I am — standing beside the person who changed what love means to me.

It’s a mix of emotions that’s hard to describe…
gratitude so deep it warms the whole chest,
a little anxiety from stepping into something new,
but above all — a quiet, overwhelming satisfaction that brings tears of joy.

A feeling I’ve never found anywhere else.
A feeling that tells me… I’m exactly where I’m meant to be.

❤️✨

02/09/2025

Have you done your will?

If not, you can now do this trust nomination with just rm90 for all your unit trust investment.

This rm90 is till Nov 30th only. After that, it will revert back to the usual price of rm150.

If you have done your will, you can still do this. With a will in place, you will need at least a few months to a year before the asset is pass over to your loved ones. With trust nomination, the fund accounts are processed with 40 working days! Thats about 2 months!

Give a peace of mind to your loved ones with Trust Nomination!

13/08/2025

Met a client for coffee, left with a portfolio strong enough to buy a ZUS franchise for retirement. ☕📈

Sembang kopi, settle masa depan. Jom!

30/07/2025

From ‘Hello’ to ‘Yes’—today I trained close to 100 consultants how to present with purpose. If you’ve ever wondered how this career transforms lives from an introvert trainer… let’s chat. 🤣

03/07/2025

💻💼 Just another day at a kopitiam… turning portfolios into profits. ☕📈

Met my savvy investor today and here’s what we executed like pros:

✅ Swapped the Singapore fund (after pocketing nearly 25% returns) into an Enhanced Bond Fund — locking gains and getting ready to re-enter after the next dip.

✅ Sold off Asia Pacific fund with a solid 22% profit. Clean. Clear. Strategic. 🧠💥

✅ Doubled exposure into China AI funds — because innovation doesn’t sleep, and neither does opportunity. 🇨🇳🤖

✅ And yes — maxed out his PRS for full tax relief. Keeping Uncle LHDN and himself happy while growing long-term wealth. 💸📊

👉 Smart moves aren’t made by waiting. They’re made by acting when the numbers make sense.

DM me if you’re ready to review and rebalance your investments. Let’s make your money work harder. 🔁💰

02/07/2025

Swipe right to see my reaction when I check my client’s portfolio.

One or two funds are making ridiculously good returns last month. If you have not been looking into your portfolio lately, please get in touch with me so I can have a good look and give you my honest recommendation.

29/06/2025

Happiest 79th birthday Mi.

21/06/2025

Photo Walk organized by

20/06/2025

After several attempts, I finally met up with a Head of Department who managed to carve out time for a portfolio review today. We rebalanced her investments — took out RM24,000 in profits and reallocated RM15,000 each into funds that better match her current goals.

What truly made my day? She was so satisfied with the session that she referred me to another Head of Department right after.

Your investment journey deserves the same attention and strategy. If you’ve been meaning to review your portfolio or just don’t know where to start — let’s talk. A quick meet-up could make a big difference.

Address

Persiaran Lagoon, Bandar Sunway
Petaling Jaya
47500

Website

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