Carefully Crafted Wealth Advisory
Since 2003, Octave Principal Consultancy has been providing trusted certified wealth advisory services that meet a wide range of corporate and personal needs to our clients in Malaysia. We are here to handle all of your insurance, wealth management, estate planning and corporate financial demands so you can focus on your core priorities — in business and life.
HOW WE GOT HERE
Founder : James Yeoh
James Yeoh has been in the financial services industry for over 18 years, with this experience having come from personally working with private clients ranging from professionals, top executives and business owners, to family run businesses and public listed companies. The scope of work covered is quite extensive and includes those of local and offshore assets.
Starting out, he realized that there was a big problem in that most people did not maximize the value of their assets whether personal or business; and this was down to a lack of awareness and education for clients and a lack of trust, capability and professionalism from those within the industry.
Now the team goes thru certified training, learning new skills and financial knowledge and is well equipped to take on any problems, no matter how complex. Areas of specialty range from asset protection and wealth planning to business continuity and exit planning.
We understand how real your concerns are and how time consuming it would be to manage; and requires a team of qualified advisors that will take these burdens off your shoulders.
If It Matters To You, It Matters To Us
At Octave Principal, we believe in building lasting relationships and providing the quality of service that you can trust. The happiness and satisfaction of our clients is our number one priority. Our clients know that we conduct our business with the utmost discretion. And by consistently delivering; getting them the results and deals that others are not able to.
Our team of advisors are committed to performing their services with integrity, excellence, and professionalism. This philosophy underlines our approach to serving each and every one of our valued clients.