Excel One & Associates Sdn Bhd
Financial Services
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About Us
Founded over 30 years ago and based in Mont Kiara, our company provides financial solutions focused on helping individuals and businesses make significant financial decisions. We have established a reputation for trust, privacy, and a thorough understanding of our clients' needs. Our associates hold professional qualifications including RFP (Registered Financial Planner), ChFC (Chartered Financial Consultant), and Shariah RFP (Shariah Registered Financial Planner). We operate with the support of one of Asia's largest financial institutions, AIA BHD.
What We Do
We specialize in holistic financial planning with an emphasis on long-term security. Our services include risk management, succession planning, wealth distribution, accumulation, and asset protection. Our approach considers both present needs and future goals to ensure comprehensive financial planning for our clients.
Company Culture
Our culture is built on trust, integrity, and transparency, with a strong commitment to ethical practices. We foster a supportive, family-like work environment that encourages autonomy and accountability. Employees and associates are empowered to take ownership of their work and are trusted to make decisions, while being held to high professional standards. With the backing of AIA BHD, our workplace supports career growth, expertise development, and provides the necessary resources for success in a comfortable, respectful setting.
Why Join Us?
Casual Dress Code
A relaxed dress code like semi-formal or business casual fosters a comfortable and less stressful work environment.
Professional Development Opportunities
Access to courses, certifications, and workshops supports employees in growing their skills and advancing their careers.
Comfortable Office Amenities
A mini pantry with a Nespresso machine, biscuits, and a fridge helps employees stay refreshed and productive in a comfortable workspace.