UPG Wealth Advisory

UPG Wealth Advisory One Stop Financial Services Solutions

A brand new month, a brand new opportunity to learn and grow. 🌱We started the month with our weekly meeting, where Chris...
05/08/2026

A brand new month, a brand new opportunity to learn and grow. 🌱

We started the month with our weekly meeting, where Christina shared the differences between Lindung24 and our Personal Accident Plan.

Every product serves a different purpose. The more we learn, the better we can understand our customers' needs and recommend the protection that truly fits them.

Growth never stops, because every piece of knowledge today could make a big difference for someone's tomorrow. ❤️

21/07/2026

Welcome to our failed marketing video, I bet you wanna watch.

We failed in marketing but we excel in serving our clients (clappssss), you need to try out to know.

Thanks for watching our UPG Wealth Advisory marketing video. Yes, we provide total financial solution, we are just bad at video but good in our real profession.

20/07/2026

Welcome to our failed marketing video, I bet you wanna watch.

We failed in marketing but we excel in serving our clients (clapsssss), you need to try out to know.

Thank you for watching our UPG Weath Advisory marketing video. Yes, we provide total financial solution, we are just bad at video but good in our real professions.

June's Monthly Recognition was a fruitful and meaningful session as we invited a lawyer to share valuable insights on wi...
23/06/2026

June's Monthly Recognition was a fruitful and meaningful session as we invited a lawyer to share valuable insights on wills and trusts. As dedicated life planners, these are among the value-added services we strive to provide to our customers, helping them achieve greater peace of mind and comprehensive financial planning.

Everyone was fully engaged throughout the session, making it an informative and enriching experience for all.

Of course, no Monthly Recognition would be complete without celebrating our agents who achieved outstanding results in their careers over the past month. We also took the opportunity to celebrate our June birthday babies and make the occasion even more special.

At last week's weekly sales meeting, we had our power duo share with us about how to tap into the market of employee ben...
15/06/2026

At last week's weekly sales meeting, we had our power duo share with us about how to tap into the market of employee benefits and expand clientele through roadshows.

They also shared strategies on how to turn clients into your centre of influence to help more family members who need an insurance agent to assist them with their insurance planning.

As SyuYi quotes, "A lot of possibilities and opportunities are everywhere."

Helping more people out there with awareness of and the importance of insurance is what we do.

📷 : Michelle

During our Weekly sales meeting, Hui Hong asked us a sobering question: What will that RM100,000 mean to you "when one d...
26/05/2026

During our Weekly sales meeting, Hui Hong asked us a sobering question: What will that RM100,000 mean to you "when one day" comes?

Because the truth is, nobody plans to get sick, but we can prepare an income now and get payout when we diagnose Critical Illness.

A critical illness payout isn't just money; it’s the peace of mind knowing your family’s lifestyle won't collapse while you fight for your health. 🫂

Don't wait until the doctor calls to think about your safety net. Let's review your coverage today and make sure you and your family are fully protected. 🛡️

20/05/2026

Life is about making choices and decisions. Steph chose her family hence she chose this career over her stable corporate position.

It wasn’t about which is better, but she knows what she wants. In return she continues to shine and bless more people through this industry. Mean time she’s able to stay close to her family, something that she’s been yearning for.

When kids are proud of their momma’s achievement in this career, she knew she made the right decision, and it gives her more motivation to do better and love harder.

📹 by Wei Yhin

20/05/2026

Every little bit in lives are a learning opportunity to us as long as we are willing to open up.

From the experiences of hiking to Mount Everest Base Camp to serving our customers to their best interest, we learn from each other. We strive to be better always. This is us.

Learning never stops — leveling up in debt cancellation & housing loans today.持续学习，今天提升了债务清除与房屋贷款的专业知识📷 Editor : Ryan ...
13/05/2026

Learning never stops — leveling up in debt cancellation & housing loans today.

持续学习，今天提升了债务清除与房屋贷款的专业知识

📷 Editor : Ryan



lifeatais

Address

No 23-1, 23-2, Jalan Mahogani 5/KS7, Bandar Botanic
Klang
41200

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+60333181683

Website

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