Investment Planning
Globally diversified portfolios calibrated to your risk appetite, time horizon, and personal philosophy on capital.
Est. 2008 · Kuala Lumpur
Wealth, refined.
Legacy, preserved.
Meridian Wealth Advisory is a Malaysian boutique consultancy crafting bespoke financial strategies for entrepreneurs, professionals, and multi-generational families since 2008.
RM 2.4B+
Assets advised
17 Years
Of stewardship
820+
Client families
Licensed · Independent · Fee-based
We don't sell products. We architect outcomes — quietly, deliberately, over decades.
Regulated & accredited
Securities Commission Malaysia
Federation of Investment Managers Malaysia
Malaysian Financial Planning Council
CFP Board Certified
Bank Negara Approved
01 What we do
A complete spectrum of private wealth services.
From the first ringgit you invest to the legacy you leave behind, every chapter is met with deliberate, evidence-based counsel.
Retirement Strategy
EPF optimisation, PRS structuring, and supplementary income vehicles that secure the second act of your life.
Tax Advisory
Lawful, structured tax efficiency for individuals, business owners, and cross-border earners under Malaysian law.
Estate & Legacy
Wills, trusts, hibah, and faraid-compliant frameworks that honour your wishes and protect what you've built.
Risk & Insurance
Independent insurance review — life, critical illness, medical, takaful — without the conflicts of agency commissions.
Business Advisory
Succession planning, key-person protection, and exit strategies for founders ready for what comes next.
17
Years of trusted counsel
02 About the firm
Independent by design. Discreet by nature.
Founded in 2008 in the heart of Kuala Lumpur, Meridian was built on a single conviction: that meaningful wealth advice cannot be sold by a salesperson chasing a quota.
We earn fees only from our clients — never from product providers. That structural independence is the quiet engine behind every recommendation we make. From young Malaysian professionals taking their first investment steps, to multi-generational business families navigating succession, our work is patient, considered, and always our own.
- Fee-based, fiduciary advisory model
- Shariah-compliant options across every service
- Multilingual team — English, Bahasa, Mandarin, Cantonese
- Strict confidentiality protocols
03 Our approach
Four steps. One lifetime of clarity.
01
Listen
A complimentary discovery conversation. No pitches. No products. Just questions about your life and your hopes.
02
Architect
A written financial blueprint — diagnosis, strategy, and execution roadmap, drafted by your lead advisor.
03
Implement
Coordinated execution across institutions, with one point of contact and full transparency on every move.
04
Steward
Quarterly reviews, annual recalibrations, and a relationship measured in decades — not transactions.
04 The advisors
Senior counsel. Always.
Every Meridian client is paired with a senior advisor — never a junior associate. Our partners have an average of 18 years in private wealth.
Datuk Lim Wei Sheng
Founding Partner · CFP®
Aisha Rahman
Head of Estate Planning · IFP
Marcus Tan
Director of Investments · CFA
Priya Devi
Senior Tax Advisor · ATII
05 In their words
A relationship measured in decades.
Twelve years on, Meridian still feels like a partner rather than a vendor. They restructured our family's holdings before we even knew we needed to.
I came in for retirement advice and left with a complete redesign of my financial life. The clarity alone was worth the engagement.
Selling my company was the most consequential decision of my career. Meridian guided every step — pre-sale structuring, post-sale stewardship, the lot.
06 Begin the conversation
Let's discuss your future.
Submit the form and you'll be taken directly to WhatsApp to continue with one of our advisors. Replies typically arrive within two business hours.
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Headquarters Level 28, Menara Citibank
165 Jalan Ampang, 50450 Kuala Lumpur -
Direct line +60 3-2789 4500
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WhatsApp +60 12-345 6789
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Office hours Monday–Friday, 9:00 AM – 6:00 PM MYT