About WAI Associates Group

45+ years in Financial Services

Established in 1977, Wai Associates Group started as a life insurance agency in Kuala Lumpur, Malaysia. Since then, the company has grown to be a prominent professional financial services company with over 45+ years of experience specialising in wealth creation, protection, conservation, and distribution. Today, we offer comprehensive solutions, including life insurance, general insurance, unit trust investments, estate planning, and family trusts, making financial security accessible and easy to understand for all.

In 2018, WAI Advisory was established with a primary goal of delivering expert financial guidance to our clients. Our team consists of certified advisors who possess proficiency in legal, financial, and investment expertise. Currently, the team is under the leadership of Casey, one of the Directors at WAI Associates Group, boasting more than 15 years of experience in the Insurance and Financial Services Industry. As we continue to grow, we are seeking an experienced and dynamic Sales Team Development Manager to lead our sales team, drive our agency's sales initiatives, and take a proactive role in recruiting and onboarding new insurance/financial advisors.

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Meet our Management Team

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Meet our WAI Advisors

Our Vision

To provide the best and most professional financial and insurance advice to our clients

Our Mission

To help our clients CREATE Wealth and PROTECT their lifestyle, health and income. To CONSERVE their wealth and DISTRIBUTE it to the next generation.

Industry Awards and Recognitions

Over 45+ years, Wai Associates Group has won numerous industry awards, including Multi-Million Dollar Agency, Hall of Fame, Top Life Insurance Agency, and other service awards. We have developed more than 12 MDRTs, 19 Agency Managers and coached over 350+ advisors. Some of the best advisors in the financial services industry today came from our company.

CERTIFIED FINANCIAL PLANNERS

We are an Agency with Registered Financial Planners and/or Certified Financial Planners as part of our team.

INDUSTRY CONTRIBUTION

Our Agency Manager has been awarded the Master Trainer Certification for outstanding training contribution to the industry since 2018.

MDRT QUALIFYING ADVISORS

Our Premier WAI Advisors are MDRT Qualifying Members - making them one of the best in the industry.

MILLION DOLLAR AGENCY

We've won numerous awards in AIA including Million Dollar Agency with our advisors winning multiple awards over the years.

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