Investing with our financial consultant
We collaborate with you to understand your needs and risk tolerance, helping you establish clear financial goals.
We continuously monitor and review your investments, staying informed on market trends, investment strategies and economic developments.
We hold highly recognized certifications, with our expertise and ethical standards accredited by the Financial Planning Association of Malaysia (FPAM) and the Malaysian Financial Planning Council (MFPC).
Our financial consultants
Take a look of the list of our financial consultants
Principal Direct Access (PDA)
Our consultants will be able to give you appropriate investment recommendation based on the information gathered in our PDA.
Open an investment account and transact online with consultant’s assistant and expertise.
Peace of mind with OTP validation for your investment transactions.
Seamless online transfer funds, of up to RM300,000.
Invest anywhere, and anytime digitally with professional consultant services
What's New?
Celebrating our 2024 COT & MDRT Achievers!
At Principal, we strongly believe in making financial security a possibility for people from all walks of life . Our consultants take pride in empowering and supporting our customers by providing them with financial knowledge, insights and helping them reach their financial goals.Apart from mutual funds, our consultants are also dedicated to providing services towards added financial security for our customers through insurance, takaful and other risk protection products. It is their unwavering passion and commitment to exceptional professionalism that have enabled them to attain the Million Dollar Round Table (MDRT) membership.MDRT was formed 97 years ago, with its members demonstrating unparalleled professional knowledge, the highest levels of ethical conduct and unrivalled excellence in client service. Our consultants who have been awarded the coveted MDRT membership status are recognised as some of the best financial professionals in the world. They have displayed the highest standards of ethics, knowledge, service, and productivity. They serve as exemplars recognised worldwide for these qualities, to which their peers aspire to someday attain.Hats off to them as we celebrate and congratulate their success. Thank you for going above and beyond in helping others achieve their life goals through comprehensive wealth solutions. Lim Lee Chin2 Times TOT, 1 Time COTFINAIMSDato' Aida Nurlin Binti HanifFirst Time COTPLATINUM SALES OFFICEDato' Nor Akmar Binti HanifFirst Time COTPLATINUM SALES OFFICESabariah Binti Bahari4 Times MDRTREGION 1Ade Furzane Binti Amrizal Saz3 Times MDRTREGION 2Noor Hamiza Binti Mad Nor3 Times MDRTKUANTAN BRANCHNorbibi Binti Sardara3 Times MDRTREGION 2Nursuhaila Binti Omar2 Times MDRTSOHA BARAKAH WEALTH CONSULTANCYJeffri Ibrahim Bin Kamal BatchaFirst Time MDRTKPG ELITE BILLIONAIREKHAIRIL BIN CHE KAMALFirst Time MDRTCHARISMA LEGACY 1
We are proud to announce our 2023 TOT and MDRT achievers!
Financial professionals have a noble objective of empowering individuals to secure a brighter future by providing them with financial guidance and support. At Principal, we aim to make financial security achievable for people from all walks of life. Similarly, the Million Dollar Round Table (MDRT) membership was founded as a global accolade that recognises professionals who are dedicated to a high standard of work and have displayed their full potential in the financial services and life insurance. Today, we celebrate the unwavering determination and commitment of these professionals at Principal who consistently pursue for greatness as leading examples in our industry. They set the standard and pave the way for the rest to follow. Exceptional professional knowledge, commendable client servicing in financial services, and strong customer trust – are just a few of the many admirable traits our professionals embody. They put our customers’ best interests at heart and uphold the MDRT accolade to the highest calibre. Congratulations to all those recognised, and thank you for going the extra mile to provide a total wealth solution for others to achieve their life goals. Lim Lee Chin 2nd Time TOT FINAIMS Ade Furzane Binti Amrizal Saz 2nd Time MDRT REGION 2 Emelyn Binti Wan Salleh 2nd Time MDRT REGION 2 Jalina Begum Binti Sajit Mohamed 2nd Time MDRT REGION 2 Marini Nasution Binti Harun Seribu Jaya 3rd Time MDRT MEGAS SALES OFFICE Muhammad Izzul Islam Bin Nor Aznan 2nd Time MDRT NORTHERN REGIONAL OFFICE Noor Hamiza Binti Mad Nor 2nd Time MDRT KUANTAN BRANCH Nor Hazlin Binti Mohd Hassim 3rd Time MDRT CHARISMA LEGACY 1 Norbibi Binti Sardara 2nd Time MDRT REGION 2 Norliza Binti Ajis 2nd Time MDRT PREMIER WEALTH ADVISORS Sabariah Binti Bahari 3rd Time MDRT REGION 1 Safarina Bt Hussin 1st Time MDRT REGION 3