我们的使命

Our Mission

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提供全方位的理财咨询于个人,
家庭及企业并达至圆满人生

To provide comprehensive advice on financial & wealth planning to every deserving individual, family & corporate bodies and to help everyone attain a well balanced, successful life

提供成功的创业圆地于理想
理财的合伙人并达至优质人生

To provide each member or great ideals the right environment to build their desire career, and to attain the desired lifestyle in the future

塑造高专业高品质高形象以
提升寿险理财顾问的社会地位

To nurture and create insurance cum financial advisors of highly qualified, standards and professional image, and in turn elevate their status in the society

About Great Ideals

理想理财立于2010年,这家卓越的财务规划咨询有限公司总部设于吉隆波,分行则于芙蓉、柔佛新山、槟岛及刚开办的柔佛峇株巴辖,期望在全国打造更健全的寿险理财规划公司,透过成功经营的模式罗致更多优质的人才以开拓更大的寿险理财事业发展大版图。理想理财致力提供更优质的客户服务以应对广大市场对专业咨询的需求,立志跳脱以往传统式的经营模式,以专业化及企业化的经营模式推广寿险理财规划理念的普及化,为行业创造更多的价值,最终能够建立更高规格的寿险理财业。

Great Ideals, a distinguished financial planning advisory group was established in 2010, headquartered in Kuala Lumpur and has branches across Peninsular Malaysia, namely Seremban, Johor Bahru, Penang with the latest addition to the group – Batu Pahat. It hopes to expand widely across the nation by grooming a pool of talents through series of successful and proven entrepreneurial and innovative business model. Great Ideals breaks away from the traditional business model to stay relevant to the heightened consumer expectations and rapidly changing market conditions. Consumers are becoming accustomed to immediate accessibility of information; they expect seamless professional service for a truly personalized experience that suits their every need. Great Ideals is staying ahead of the game!

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