COMPANY PROFILE
COMPANY PROFILE
about us
Welcome to JES ADVISORY
At JES Advisory, we are dedicated to empowering financial of individuals and businesses with tailored financial solutions that meet their unique needs and aspirations. Our comprehensive suite of services includes personal loans, mortgage loans and refinancing, SME loans, debt consolidation, and comprehensive financial planning. Each service is designed with a focus on providing personalized support and innovative solutions to help you achieve your financial goals.
Our personal loan services offer customized options for consolidating debt, financing major purchases, or managing unexpected expenses. For those navigating the path to homeownership or seeking to optimize existing mortgage terms, our expert advisors provide guidance on a range of mortgage products and refinancing solutions. We also specialize in supporting small and medium-sized enterprises with tailored SME loan products that facilitate growth and success.
Beyond that, our debt consolidation services help streamline finances and enhance flexibility, while our comprehensive financial planning addresses every aspect of your financial life, including investment management, retirement planning, tax optimization, estate planning, and risk management.
At JES Advisory, we are committed to building lasting relationships and guiding you towards a secure and prosperous financial future.
MISSION
To provide comprehensive financial advisory services that foster growth, stability, and peace of mind for our clients. We are committed to delivering expert advice, tailored strategies, and exceptional service to help individuals, families, and businesses navigate their financial journeys with confidence and success.
VISION
At JES Advisory, we aim to be the leading trusted partner in financial advisory by providing innovative solutions and maintaining high integrity. We want to empower clients with tailored advice to confidently navigate their financial challenges. We focus on building lasting, trust-based partnerships and continuously improving our services to keep clients on track with their financial goals.
Core Business
To empowering you with comprehensive financial support
Financial Consultation
We provide you with expert guidance to navigate your financial landscape effectively. Our professional advisors work with you to understand your unique financial situation, goals, and challenges. Through personalized discussions, we offer insights and recommendations tailored to your needs, helping you make informed decisions. Whether you’re planning for retirement, managing a business, or dealing with complex financial issues, our consultation services are designed to provide clarity and strategic direction.
Financial Planning
We involve creating a comprehensive strategy to achieve your long-term financial goals. We assess all aspects of your financial life, including income, expenses, investments, and risk factors, to develop a detailed plan that aligns with your objectives. Our approach covers investment management, retirement planning, tax optimization, estate planning, and risk management. By analysing your current financial situation and future aspirations, we help you build a robust plan that guides you towards financial goals and success.
Tailored Financial Solution
We focus on providing customized financial strategies and products that meet your specific needs. We understand that each individual's financial situation is unique, which is why we offer solutions designed to fit your personal or business objectives. Whether you need a bespoke loan product, or specialized financial advice, our tailored solutions are crafted to address your distinct requirements and help you achieve your financial goals efficiently and effectively.
Why Choose Us?
01
Tailored Solutions
We provide comprehensive financial planning and strategies tailored to fit your financial needs. Our certified financial consultants have years of experience and a track 90% approval record of success rates.
02
Tax Optimization
With strong connection of our business associates, we do understand all our client most concern about financial and taxation planning. Let us structuring financial affairs to minimize your tax liabilities within the framework of the law for you.
03
Risk Management & Estate Planning
Our component identifying, assessing, and prioritizing risks followed by applying resources to minimize, control, and monitor the impact of unfortunate events and we aim to protect client’s wealth and legacy.
04
Financial Educators
We are firm believers in the knowledge-sharing culture in which we provide one-to-one and one-to-many sessions to customers.
05
Integrity & Trust
We pride ourselves on our commitment to ethical practices and integrity. You can trust us to act in your best interests, with full transparency and honesty in all our dealings.
06
Proactive Support
We believe in proactive rather than reactive service. Our team regularly reviews your financial plan, provides timely updates, and adjusts strategies as needed to help you stay on track towards achieving your goals.
about us
Welcome to JES ADVISORY
At JES Advisory, we are dedicated to empowering financial of individuals and businesses with tailored financial solutions that meet their unique needs and aspirations. Our comprehensive suite of services includes personal loans, mortgage loans and refinancing, SME loans, debt consolidation, and comprehensive financial planning. Each service is designed with a focus on providing personalized support and innovative solutions to help you achieve your financial goals.
Our personal loan services offer customized options for consolidating debt, financing major purchases, or managing unexpected expenses. For those navigating the path to homeownership or seeking to optimize existing mortgage terms, our expert advisors provide guidance on a range of mortgage products and refinancing solutions. We also specialize in supporting small and medium-sized enterprises with tailored SME loan products that facilitate growth and success.
Beyond that, our debt consolidation services help streamline finances and enhance flexibility, while our comprehensive financial planning addresses every aspect of your financial life, including investment management, retirement planning, tax optimization, estate planning, and risk management.
At JES Advisory, we are committed to building lasting relationships and guiding you towards a secure and prosperous financial future.
MISSION
To provide comprehensive financial advisory services that foster growth, stability, and peace of mind for our clients. We are committed to delivering expert advice, tailored strategies, and exceptional service to help individuals, families, and businesses navigate their financial journeys with confidence and success.
VISION
At JES Advisory, we aim to be the leading trusted partner in financial advisory by providing innovative solutions and maintaining high integrity. We want to empower clients with tailored advice to confidently navigate their financial challenges. We focus on building lasting, trust-based partnerships and continuously improving our services to keep clients on track with their financial goals.
Core Business
To empowering you with comprehensive financial support
Financial Consultation
We provide you with expert guidance to navigate your financial landscape effectively. Our professional advisors work with you to understand your unique financial situation, goals, and challenges. Through personalized discussions, we offer insights and recommendations tailored to your needs, helping you make informed decisions. Whether you’re planning for retirement, managing a business, or dealing with complex financial issues, our consultation services are designed to provide clarity and strategic direction.
Financial Planning
We involve creating a comprehensive strategy to achieve your long-term financial goals. We assess all aspects of your financial life, including income, expenses, investments, and risk factors, to develop a detailed plan that aligns with your objectives. Our approach covers investment management, retirement planning, tax optimization, estate planning, and risk management. By analysing your current financial situation and future aspirations, we help you build a robust plan that guides you towards financial goals and success.
Tailored Financial Solution
We focus on providing customized financial strategies and products that meet your specific needs. We understand that each individual's financial situation is unique, which is why we offer solutions designed to fit your personal or business objectives. Whether you need a bespoke loan product, or specialized financial advice, our tailored solutions are crafted to address your distinct requirements and help you achieve your financial goals efficiently and effectively.
Why Choose Us?
01
Tailored Solutions
We provide comprehensive financial planning and strategies tailored to fit your financial needs. Our certified financial consultants have years of experience and a track 90% approval record of success rates.
02
Tax Optimization
With strong connection of our business associates, we do understand all our client most concern about financial and taxation planning. Let us structuring financial affairs to minimize your tax liabilities within the framework of the law for you.
03
Risk Management & Estate Planning
Our component identifying, assessing, and prioritizing risks followed by applying resources to minimize, control, and monitor the impact of unfortunate events and we aim to protect client’s wealth and legacy.
04
Financial Educators
We are firm believers in the knowledge-sharing culture in which we provide one-to-one and one-to-many sessions to customers.
05
Integrity & Trust
We pride ourselves on our commitment to ethical practices and integrity. You can trust us to act in your best interests, with full transparency and honesty in all our dealings.
06
Proactive Support
We believe in proactive rather than reactive service. Our team regularly reviews your financial plan, provides timely updates, and adjusts strategies as needed to help you stay on track towards achieving your goals.
Supporting Subheading
Why We’re The Right Fit
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Tailored Solutions
We provide comprehensive financial planning and strategies tailored to fit your financial needs.
Financial Educators
We are firm believers in the knowledge-sharing culture in which we provide one-to-one and one-to-many sessions to customers.
Tax Optimization
With strong connection of our business associates, We do understand all our client most concern about financial and taxation planning. Let us structuring financial affairs to minimize your tax liabilities within the framework of the law for you.
Risk Management & Estate Planning
Our component identifying, assessing, and prioritizing risks followed by applying resources to minimize, control, and monitor the impact of unfortunate events. also aim to protect client’s wealth and legacy.
Collaborative Learning
We emphasize on an intensive and sustainable learning environment internally and externally in order to grow together. We listen to your problems before providing you with a professional solution, complete with guidance and knowledge for you and your family to achieve financial freedom.
Highly Personalized Service
Our in-house experts offer the best professional services that are highly personalized to your financial circumstances and needs. Our certified financial consultants have years of experience and a track 90% approval record of success rates.
Core Business
To empowering you with comprehensive financial support
Financial Consultation
We provide you with expert guidance to navigate your financial landscape effectively. Our professional advisors work with you to understand your unique financial situation, goals, and challenges. Through personalized discussions, we offer insights and recommendations tailored to your needs, helping you make informed decisions. Whether you’re planning for retirement, managing a business, or dealing with complex financial issues, our consultation services are designed to provide clarity and strategic direction.
Financial Planning
We involve creating a comprehensive strategy to achieve your long-term financial goals. We assess all aspects of your financial life, including income, expenses, investments, and risk factors, to develop a detailed plan that aligns with your objectives. Our approach covers investment management, retirement planning, tax optimization, estate planning, and risk management. By analysing your current financial situation and future aspirations, we help you build a robust plan that guides you towards financial goals and success.
Tailored Financial Solution
We focus on providing customized financial strategies and products that meet your specific needs. We understand that each individual's financial situation is unique, which is why we offer solutions designed to fit your personal or business objectives. Whether you need a bespoke loan product, or specialized financial advice, our tailored solutions are crafted to address your distinct requirements and help you achieve your financial goals efficiently and effectively.
We are exprts in a lot of legal areas
Contact Information
+604 285 3230
Quick Links
Contact Information
+604 285 3230
51-8-D1, Menara BHL, Jalan Sultan Ahmad Shah, 10050 Georgetown, Pulau Pinang.
No. 9A, Lorong 20, Taman Petani Jaya, 08000 Sungai Petani, Kedah.