At Bill Morrisons Group, we're more than just financial advisors-we're your partners in building a secure and prosperous future. Whether you're an individual planning for retirement or a corporation managing risk and investments, we're here to guide you every step of the way.
For over 10 years, we've helped our clients achieve their financial goals, managing over a billion in assets advised along the way. Licensed by the Securities Commission under the Capital Market Services License, we operate with the highest standards of trust and integrity. We're also recognized as an approved Financial Advisor firm by Bank Negara Malaysia, compliant with the Malaysia Financial Services Act 2013. Additionally, we hold licenses as a Corporate Unit Trust Agency (CUTA) under the Federation of Investment Managers Malaysia and as Insurance Brokers under the Labuan Financial Services Authorities.
Now, as we expand our expertise throughout Southeast Asia, we're excited to bring our trusted financial services to more people and businesses across the region.
Your Financial Future, Our Expertise-Together Across Southeast Asia.
OUR VISION
Our vision is to be the trusted financial partner of choice across Southeast Asia, recognized for our unwavering commitment to excellence, integrity, and innovation. We aspire to lead the industry by setting new standards in personalized financial advice, helping individuals and businesses alike achieve their financial goals with confidence.
At Bill Morrisons Group, our journey is driven by a deep understanding of the diverse needs of our clients. We envision a future where our tailored solutions and dedicated service empower our clients to thrive in an ever-changing financial landscape. By continually expanding our expertise and reach, we aim to shape a more secure and prosperous financial future for the communities we serve.
OUR MISSION
01.
Pursuing Excellence Together / Setting the Standards of Excellence?Our ambition is to be a respected name in the financial industry, known for our careful analysis of financial products, the quality of our professional advice, and our dedication to providing the highest standards of service to our clients and partners.02.
Nurturing Our Team/ Empowering Our People?Through continuous training and skill development, we strive to build a strong, capable, and dependable team that shares our vision of becoming a leader in the market.03.
Leading with Integrity / Guided by Integrity? Our values guide everything we do. We are committed to acting with honesty, professionalism, respect, and trustworthiness in all our interactions.Our Guiding Principles
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.