FTA Core Services
Clear, simple solutions for your financial future.
At FTA Wealth Solutions, we believe financial planning should be clear and practical. Our services focus on three essentials that make the biggest difference: understanding your financial health, ensuring your loved ones are protected, and planning your legacy with peace of mind.
Our Partner:
At FTA Wealth Solutions, we believe financial planning doesn’t have to be complicated. Our three core services are designed to give Malaysians the clarity and confidence they need to make the right decisions:
Financial Fitness Test ↓
Understand your current financial health
Nomination Service ↓
Ensure your loved ones are supported without delay
Will Writing Service ↓
Protect your legacy and prevent family disputes
1. Financial Fitness Test (FFT)
The Financial Fitness Test is like a health check-up for your money and give you a clear overview of where you stand.
It reviews your
Income
Expenses
Savings
Debts
Insurance Coverage
Many people work hard but don’t realise gaps in their financial plan until it’s too late — FFT helps you spot risks early and create a structured plan forward.
Why It Matters:
How Financial Fitness Test Works at FTA::
Example Case:
A 32-year-old mother discovered through FFT that her entire income was tied up in loans and living expenses. With proper adjustments, she built an emergency fund and started a savings plan for her children’s education.
2. Nomination Service
Your insurance policies and EPF savings only benefit your loved ones if you’ve made proper nominations. Without a nominee, your family may face delays, legal fees, and court processes before they can access the money.
Nomination ensures your family is taken care of when they need it most.
Why It Matters:
How Nomination Service Works at FTA:
Example Case:
A married father nominated his wife as a trust nominee for his EPF savings. When he passed away, his wife received the funds immediately, without having to go through the courts — ensuring she could continue supporting their children.
3. Will Writing Service
A will is not just a legal document — it’s your voice for the future. By preparing a proper will, you can ensure your assets are
Distributed Fairly
Prevent Disputes
Appoint Guardians for Your Children
Without one, your estate may be delayed in court or divided in ways you didn’t intend.
Why It Matters:
How Will Writing Service Works at FTA:
Example Case:
A 29-year-old professional prepared a will to ensure her home and savings went directly to her siblings. Without it, her estate would have been divided among distant relatives by default law.
Why Clients Choose Our Services
Secure Your Future Today
Protect. Grow. Prosper.
Whether you want to safeguard your family, expand your wealth, or explore new career paths,
FTA is here to guide you every step of the way.
FTA Wealth Solutions is a one-stop financial consultancy in Malaysia, offering holistic services from financial planning and nomination to will writing. As an approved HRDF Corp (Human Resource Development Fund) training provider, we also deliver structured financial literacy and professional development programmes. With over 20 years of industry experience and partnerships with leading providers, we help Malaysians protect, grow, and secure their wealth with clarity and confidence.
Contact
5-1-3, Jalan 2/109F,
Danau Business Centre, Taman Danau Desa,
58100 Kuala Lumpur
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