Company Profile

About Us

Instituted for more than 20 years, resourced with extensive experience, SWM aims to assist people to experience financial freedom by investing in a wide range of mutual funds products, risk Management, Life Insurance protection and since 2020 Real Estate consultancy for individual and corporate entities. We work closely with our clients to contribute to a more equitable and resilient world – today and for generations to come.

Who We Are?
Serving over 0
Clients
Our Services

Property & Casualty Insurance

Private and Commercial Risks transfer with affordable solutions. Provides commercial lines, Personal Lines and Risk & Claim management solution and advisory.

Life Assurance

A direct-to-consumer platform that transforms the buying experience for individuals seeking personalized health and financial wellness solutions. It provides financial security, helps to pay off debts, helps to pay living expenses, and helps to pay any medical or final expenses.

Unit Trust Advisory

We help our customers to build sustainable savings and passive income that serve them throughout their lives.

Real Estate Agency

Display and market real property to possible buyers. Prepare necessary paperwork (contracts, leases, deeds, closing statements etc). Manage property auctions or exchanges. Cooperate with appraisers, escrow companies, lenders and home inspectors

Who We Serve?

Individual and Families

  • Investing for retirement, a new home or a child’s education
  • Affordable risk management solutions to avoid potential difficult life moments

Commercial and Corporate Entities

  • Managing the needs for safer and higher investment returns
  • Meet retirement savings and investment objectives of workers or staff and business owners
  • Assist to reduce business risk and financial impact if unfavourable events arise.
Where We Stand

Unit Trust Advisory

Kenanga Investment Berhad (2022 – Present):

Public Mutual Berhad (1996 – 2022):

Property & Casualty Insurance

We grew organically from humble beginning to a Million Ringgit Producer

Tokio Marine Insurance Group:

AmGeneral Insurance Berhad:

Mission
Statement

We exist to serve clients by:

  • Bridging financial goals of our clients
  • Aligning vital resources
  • Providing creative solutions
  • Inspiring trust and confidence
  • Risk Transfer for Individual and Commercial entities.
Vision
Statement

Our Vision is to provide our client a total solution by ways of lifetime strategy partnership and a wholistic financial well-being.

Values
Statement

To treat our clients with integrity honesty and compassion born from sincere, honest, ethical and professional practice for a truly rewarding experience for our clients.