www.billmorrisons.com Open in urlscan Pro
2606:4700:3036::6815:43eb  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * EN
    * English


 * Home
 * About Us
 * Our People
   * Leadership
   * Advisors
 * Services
 * News
   * Videos
 * Contact Us


WE HELP YOU PLAN YOUR FUTURE

At Bill Morrisons Group, we provide you with a range of services for your
financial planning needs. Come and explore what we do.

Our Services


DISCOVER YOUR FINANCIAL GOALS

As our clients, you are always in the forefront of our thinking, planning and
execution.


TAKING YOUR FIRST STEP

We provide professional and confidential advice on various financial products
that match your needs over time.


BESPOKE FINANCIAL SOLUTIONS

Our financial solutions are tailor-made for each client. We design customized
financial plans that cater directly to you. Only you.


WHO WE ARE

Your trusted financial advisor.

We are a Southeast Asian financial advisory firm. Since our establishment in
2014, Bill Morrisons Group has been recognized by our clients as a trusted,
dependable and capable financial advisory firm in Malaysia.The Bill Morrisons
Group consists of several operating entities which is in the business of
providing financial advisory services in Malaysia and across the region.

Bill Morrisons International Ltd was established in 2014 and licensed by Labuan
Financial Services Authority (Labuan FSA).

Bill Morrisons Wealth Management Sdn Bhd (BMWM), established in 2017, is a
Capital Markets Services License company licensed by Securities Commission of
Malaysia (SC).

It is also an approved Financial Advisory firm under the Financial Services Act
2013 by Bank Negara Malaysia (BNM).

BMWM is also a licensed Corporate Unit Trust Agency (CUTA) under the Federation
of Investment Managers Malaysia (FIMM).

At Bill Morrisons Group, we bring diverse backgrounds in financial services,
deep expertise in capital markets, experienced investment strategists to serve
the unique and specialized needs of our discerning customers.

We partner with fund managers and advisory firms to design the best investment
package for you. After all, your financial ambition is our constant endeavor.

 * 
 * 
 * 
 * 


OUR VALUES

Your trusted financial advisor.

At Bill Morrisons Group, we are guided by a set of values that represent our
identity, our character, and our ambition as professional financial advisors.

We believe our successes were derived from the strong partnership we have with
our clients.

As we share our values with you, we want to forge an enduring bond of trust,
respect and friendship. Your financial ambition is our constant endeavor.


INTEGRITY AND TRUST IS THE FOUNDATION OF OUR BUSINESS


WE PARTNER FOR ENDURANCE, COLLABORATION AND SUSTAINABILITY


THOUGHT LEADERSHIP AND INTELLECTUAL CURIOSITY MOTIVATES US

Read More


ASK OUR ADVISORS

Our Range of Services

INVESTMENT ACCESS

At Bill Morrisons, as our client, you are always in the forefront of our
strategies, planning and ideas to determine how we can extract and maximize
value for you.

We regard it as an honor and responsibility to be entrusted to put together a
financial plan which addresses your needs for yourself and your loved ones.

Our relationships and access to premier financial institutions coupled with
knowledge of financial products allow us to design for you various options for
your consideration.

At Bill Morrisons, we do not make transactions. We create lifelong partnerships
with our clients that stand the test of time.

RISK MANAGEMENT

At Bill Morrisons, we walk the entire journey of financial planning with you. We
take time to explain risks and opportunities in different financial products and
services that matches your risk appetite.

As we build a better understanding of your needs and investment profile over
time, we would be able to advise how to build, allocate and structure your
assets in a sustainable, productive manner while managing risks.

Our financial planning journey together is one which is based on mutual trust,
reliance, confidence and friendship. We thank you for taking your first step
with us.

FINANCIAL PLANNING

At Bill Morrisons, once you entrust us to craft a financial plan, we put our
total effort and diligence to identify, select and choose a suitable range of
products that matches your needs and expectations.

Some clients may start with a basic financial plan which is upgraded over time
to cover all eventualities, circumstances and opportunities.

Parents may want a financial plan that covers their children�s education and
health, entrepreneurs may want a plan to cover business-related risks.

At Bill Morrisons, we take every step to ensure our clients are fully engaged
and involved in all aspects of their financial well-being.

INVESTMENT ADVISORY SERVICES

At Bill Morrisons, we try to make sense of complexity and uncertainty in global
markets to maximize and preserve our clients nest egg. We are conservative,
careful and patient in our analysis.

In doing so, Bill Morrisons has earned the trust and confidence of our clients
not only in Malaysia but across the region.

We believe in engaging and updating our clients regularly, we believe in
equipping ourselves with better knowledge and expertise in different asset
classes and products, and we derive great satisfaction and comfort from the
performance of our clients� portfolio.

FINANCING SERVICES

At Bill Morrisons, we take pride in our enduring relationships with global and
local financial institutions.

These relationships have provided our clients with innovative and valuable
financial instruments that can support their business needs, personal interests
or entrepreneurial ventures.

At Bill Morrisons, we believe in forging long term relationships with our
partners and our clients so that we can help you fulfill your financial
ambition.

FAMILY OFFICE & LEGACY PLANNING

The greatest gift you can give your loved ones is a well thought-out, well
structured financial plan which matches their needs and requirements over time.

At Bill Morrisons, we help our clients achieve peace of mind, comfort and
assurance that their gift to their loved ones are treasured and appreciate over
time.

We have the ability and resources to set up private wills, trusts, foundations
and philanthropy giving and family offices.

Come and talk to us today.

Discover Our Services



FAQ

Frequently Asked Questions

WHAT IS FINANCIAL PLANNING?

Financial literacy is an important skill that everyone needs to acquire. With
financial literacy, one can begin to put together simple financial plans to
manage one�s financial goals that evolve over periods of time.

At Bill Morrisons Group, our Advisors will work with you to better understand
your financial goals and to assist you to achieve your financial ambitions over
time.

WHY IS FINANCIAL PLANNING IMPORTANT?

Financial planning creates a safety net which could be utilized as emergency
funds, or as a reward for accumulated savings over time.

WHEN DO WE START FINANCIAL PLANNING?

There is no better time to start financial planning than today. The earlier one
starts to put money aside for savings, the greater is the head start and the
greater is the eventual sum.

WHO NEEDS FINANCIAL PLANNING?

Financial planning is a journey between you and your advisor. Your advisor is
your counselor, your sounding board and your guide to help you better understand
your financial situation and to help you achieve a workable, realistic plan.

There are many financial instruments available that could help you achieve your
financial goals. Your financial advisor will develop together with you a
financial plan, execute the plan, and review it over a period of time.

WHERE DO I FIND A GOOD FINANCIAL ADVISOR?

A good financial advisor is one who is helpful, reliable, and approachable and
can help demystify complex financial jargons into simple concepts. At Bill
Morrrisons Group, our advisors are trained to meet the needs and expectations of
our clients. You can call us at telephone +603 7491 8583

HOW MUCH DO I NEED FOR FINANCIAL PLANNING?

There is no minimum sum to start financial planning. The most important aspect
of financial planning is discipline and consistency in allocating a sum of money
each month for your financial plan.

I DON�T KNOW WHAT I NEED. HOW DO I START?

The best way is to contact Bill Morrisons Group or one of our advisors. They
would be most happy to assist you.

HOW DO I SELECT A GOOD FINANCIAL ADVISOR?

At Bill Morrisons Group, we strive to provide regular training on sales
techniques, product information, customer service and industry trends and
outlook. We believe that by equipping our advisors and our employees with the
latest information, they would be able to share their knowledge and expertise
with their clients.

WHAT SERVICES WILL I GET?

Depending on your financial plan, you will get a comprehensive package of
information. You are encouraged to meet with your advisor regularly for updates
or to address any questions you might have.


OUR NETWORK

How To Contact Us

+603 7491 8583

60C Jalan SS 21/35 Damansara Utama 47400 Petaling Jaya Selangor MALAYSIA.

CONTACT US

Stay Invested, Stay Navigated.

Menu
 * Home
 * Our People
 * About Us
 * Our Services

Quick Links
 * Help & Contact Us
 * Sidrec
 * Ombudsman
 * Financial Services Guide

Follow Us
 * Facebook
 * LinkedIn

Copyright © 2024 Bill Morrisons. All rights reserved