Tracy Chia Kui Huan

Senior Franchisee code : 70310001

+6012-2678202

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Malaysia Leading Financial and Estate Planning Consulting Firm

Your Local Specialist In Estate Planning

My Name Is Tracy Chia

I'm a Senior Professional Will Writer, Trust & Estate Planner,

with 26 Years in Financial Planning, 20 Years in Will Writing, Trust Planning & Estate Planning

and I have served more than 1,500 clients throughout my career.

My Qualifications

Associate Estate Planning Practitioner (AEPP) (Spore) under EPPL of UK

Registered Financial Planner (RFP)

Bank Negara Approved Financial Adviser's Representative (FAR)

Fellow, Chartered Financial Practitioner (FCHFP)

Fellow, Certified Life Practitioner (FCLP)

Capital Markets Services Representative's Licence (CMSRL)

Chartered Life Practitioner (ChLP)

Certified Personal Insurance Planner (Chlp)

Certified Life Planner & Marketer (CLPM)

Registered Financial Consultant of International Association of Registered Financial Consultants.

My Awards

Rockwills CEO Award

Rockwills Golden Club Qualifier

Rockwills Business Solution Top Sales Award

Hall of Fame Will

Hall of Fame Trust

GE Supremacy Excellence Award

GE Supremacy Elite Award

Million Dollar Round Table Member (MDRT)

International Dragon Award (IDA)

Adviser Award.

My Name Is Delon Ng

I'm a Senior Professional Insurance, Estate & Life Planner,

with 40 Years in Insurance Planning, 20 Years in Estate Planning & 18 Years in Life Planning

and I have served more than 1,500 clients throughout my career.

My Qualifications

Associate Estate Planning Practitioner (AEPP) (Spore) under EPPL of UK

Registered Estate Planner (REP)

Registered Financial Consultant of International Association of Registered Financial Consultants. (RFC)

OUR VISION

Our vision is to help clients to eliminate their family’s financial and emotional burden through personalized estate planning.

OUR MISSION

Our mission is to provide a detailed, complete and tailored plan to our clients with complete peace of mind.

OUR STORY

We provide comprehensive solutions in Financial Planning, Will Writing, Trust Planning, Estate Planning, Insurance Planning and Life Planning, specially tailored to our clients' needs.

We are committed to protect all our clients and help them leave a lasting legacy for their loved ones with a personalized plan based on each client’s unique needs and concerns.

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The services we provide are:

Professional Will Writing & Custody Services

Family Trust & Private Trust Planning

Family Office & Family Foundation

3 Generation Family Business Trust

Local & Offshore Investment Planning

Our wide range of comprehensive services fits our larger goal of providing A-Z financial and estate planning solutions for our clients to cover everything they need.

By providing these comprehensive and customized solutions for all our clients, we have built good client relationships and served more than 1,500 clients with high satisfaction ratings.

We will continue to grow and serve all our clients with excellent service for many years to come.

Our endless efforts and determination to provide the best service for every client makes us your most absolute trustworthy agency!

ABOUT ROCKWILLS

We are the largest professional estate planning company in the region. Our strong team of board members

and management professionals are specialists in their respective fields of knowledge including legal, tax,

accounting and other estate planning and financial planning support services.

Rockwills Achievements

Established Since 1995, we are the pioneer in the region for Will Writing, Trust and Will Custody services.

Set Up More Than 10,000 Trusts - Our Estate Planners have a wide range of experience in setting up different types of trusts.

Written more than 250,000 Wills - We are top of mind for Will Writing and have experience across a wide spectrum of clientele.

We have up to RM100 Million Professional Indemnity insurance coverage in the unlikely event that it is needed.

Our clients have entrusted us with more than RM28 Billion worth of assets under trust.

We have strong financial backing with assets valued at over RM50 Million shareholders' funds supporting our business.

Let Us Help:

Besides having a team of certified estate planners, our comprehensive suite of services will help you protect your wealth, avoid expensive mistakes, and leave a lasting legacy to your loved ones.

We will help you:

Identify your needs to create an effective and personalized estate plan

Build sufficient cash reserves as a buffer against emergencies

Transfer assets to your loved ones based on your wish

Ensure financial security for your loved ones if something could happen

Eliminate additional costs by determining your need and requirement

Minimize the financial and emotional crisis for your family

Book A Free Initial Consultation Today!

No one can indeed predict the future, but we can help you plan and prepare for it in advance to protect your family’s benefits. Fill up your details and we'll be in touch with you within 24 hours.

Book Now

Tracy Chia

+603-80611908 or

+6012-2678202

Email: info@willwriting.my or tracy@willwriting.my

Address: 19-3, Jalan Puteri 1/4, Bandar Puteri, 47100 Puchong, Selangor, Malaysia

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