I&M Group

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from I&M Group, Financial service, Kuala Lumpur.

Our services:
Will Writing & Advisory, Estate Administration, Business Succession & Trust Advisory, Islamic Estate Planning, Family Office Advisory, Foundations & Offshore Trusts Advisory, Corporate Talks & Events, DISC Training

12/08/2026

A big thank you to Manulife for inviting I&M Group to be part of your Legacy Client Event, held concurrently in Kota Kinabalu, Sabah and Sibu, Sarawak! 🙏

Both sessions were superbly planned and executed, and it was truly a pleasure to be part of such meaningful events.

What made the experience even more special was the warm hospitality and genuine support from the Manulife advisors at both locations. Your energy, professionalism and commitment to serving your clients were truly inspiring.

We are grateful for the opportunity to share our insights on legacy and succession planning, and to contribute towards helping more families protect their wealth, preserve their legacy and plan for the next generation.

KK Sabah & Sibu Sarawak — two locations, one shared commitment to building stronger legacies.

Thank you once again, Manulife, for the trust and partnership. We look forward to many more meaningful collaborations ahead! 🤝

11/08/2026

A big thank you to AIA for inviting I&M Group to be part of your Quarterly Learning session! 🙏

It was a privilege to spend time with the team and share practical strategies on Big Case Strategies — helping advisors identify bigger opportunities, uncover deeper client needs, and approach high-value cases with greater confidence and structure.

Big cases are rarely about simply selling a bigger policy. They are about asking better questions, uncovering bigger gaps, creating urgency, and positioning solutions around what truly matters to the client.

Thank you, AIA, for the trust and opportunity to contribute to the continuous growth and development of your advisors.

Here’s to more learning, more breakthroughs, and many more BIG CASES ahead! 🚀

07/08/2026

I&M Group would like to say a heartfelt thank you to Manulife Malaysia for once again placing your trust in us to conduct a training session for the Manulife Insurance Labuan Limited (MILL) team on Trust Planning.

It is always a privilege to engage with a group of passionate financial professionals who are committed to elevating their knowledge and delivering greater value to their clients. Trust planning is no longer just an option—it is an essential part of comprehensive legacy and wealth preservation planning.

Thank you to everyone who participated, shared your insights, and made the session interactive and meaningful. We hope the knowledge gained will empower you to have deeper conversations with your clients and help more families protect what matters most.

Looking forward to many more collaborations with Manulife as we continue to raise the standard of legacy planning in Malaysia.

06/08/2026

Thank you Manulife Malaysia for the opportunity to be part of another meaningful client legacy planning event here in Kuala Lumpur today.

It was a privilege to share insights on protecting wealth, preserving family harmony, and creating a lasting legacy. Grateful for the wonderful turnout, engaging questions, and the trust placed in us to educate and empower more families.

A heartfelt thank you to the Manulife team for the warm hospitality and excellent organization. Looking forward to many more opportunities to make a positive impact together.

Building Wealth. Preserving Legacy. Strengthening Families.

04/08/2026

Another meaningful session in Kuching! 🙏

A heartfelt thank you to Manulife for the opportunity to share on Legacy Planning with such an engaged and enthusiastic audience.

It is always encouraging to see more Malaysians taking proactive steps to protect their wealth, preserve family harmony, and create a lasting legacy for the generations to come. The thoughtful questions and active participation made this session truly rewarding.

To everyone who attended, thank you for your time, trust, and warm hospitality. I hope today's session has inspired meaningful conversations with your loved ones and clients.

Looking forward to creating even greater impact together. Thank you once again, Manulife Kuching, for your confidence and support!

03/08/2026

A heartfelt thank you to all our wonderful clients from Sibu, Sarawak for your warm hospitality, enthusiastic participation, and strong support at our Legacy Planning Client Event.

It was truly encouraging to see such a great turnout and, more importantly, to witness so many families taking proactive steps to protect their wealth, preserve their legacy, and secure the future of the people they love.

A special thank you to Manulife Malaysia for the opportunity to collaborate and for your continued commitment to bringing meaningful financial and legacy planning conversations to your clients. Together, we are creating greater awareness that wealth is not only about accumulation—it is also about ensuring it is transferred with clarity, care, and purpose.

Thank you once again, Sibu. We look forward to seeing you again soon!

31/07/2026

Strong partnerships create greater impact.

Proud to support our valued collaboration partner in advancing the importance of legacy planning. Together, we share the same mission—to help more individuals, families, and business owners protect what they have built and ensure their wealth, values, and wishes are passed on with clarity and purpose.

Legacy planning is not just about preparing legal documents. It's about protecting families, preserving businesses, and creating certainty for future generations.

Thank you to our amazing partner for your commitment and passion in educating the community. We look forward to reaching and impacting many more lives together.

Here's to building stronger families, stronger businesses, and lasting legacies. 🤝

30/07/2026

A heartfelt thank you to Manulife Malaysia for inviting I&M Group to share at your client legacy planning event in Johor Bahru.

It was truly encouraging to see such a fantastic turnout with a full house of engaged participants. The thoughtful questions and active discussions showed how important legacy planning, wealth preservation, and protecting our loved ones have become.

It's always a privilege to help more families and business owners understand that true wealth is not just about building assets—it is about ensuring they are passed on smoothly, efficiently, and according to your wishes.

Thank you once again to the Manulife team for your trust, warm hospitality, and the opportunity to make a meaningful impact together. Looking forward to many more collaborations ahead!

28/07/2026

A heartfelt thank you to Manulife Malaysia for inviting I&M Group to be part of your Legacy Planning Client Event in Kuantan.

It was truly a privilege to share practical insights on wills, trusts, estate planning, and how families can preserve their wealth while ensuring a smooth transfer across generations.

Thank you to all the clients who attended and actively participated. Your thoughtful questions and engagement made the session meaningful and inspiring. Legacy planning is not just about wealth—it's about protecting the people we love and the values we leave behind.

Looking forward to creating more awareness and helping more Malaysian families build a stronger legacy together.

27/07/2026

**Excellence is never achieved in isolation. It is earned through trust, strengthened by partnerships, and sustained by an unwavering commitment to creating lasting value.**

The recognition of **I&M Succession Advisory PLT** as a recipient of the **2026 Golden Bull Award** is a testament to a journey built on purpose, integrity, and professional excellence.

Over the years, I&M Succession Advisory PLT has remained steadfast in its mission to elevate the standards of legacy and succession planning in Malaysia, empowering families, business owners, financial institutions, and professionals with strategies that preserve wealth, ensure business continuity, and protect generations to come.

This distinguished achievement would not have been possible without the confidence and trust of its valued clients, the unwavering support of its strategic partners, and the collaboration of insurance companies, financial institutions, trustee companies, legal professionals, and corporate organisations that have shared the same vision of creating meaningful and lasting impact.

The 2026 Golden Bull Award is more than a recognition of business excellence—it is a reflection of every relationship built, every legacy safeguarded, and every opportunity to make a difference.

To every client who entrusted I&M Succession Advisory PLT with your family's future, every partner who believed in our mission, and every supporter who has been part of this remarkable journey, we extend our deepest appreciation. Your confidence continues to inspire us to innovate, serve with excellence, and uphold the highest standards of professionalism.

As we celebrate this milestone, we remain committed to advancing the profession of legacy and succession planning, developing future industry leaders, and delivering solutions that create enduring value for generations.

**2026 Golden Bull Award**

A celebration of trust. A recognition of excellence. A commitment to an even greater future.

Address

Kuala Lumpur

Telephone

+60122676892

Website

https://www.imsuccessionadvisory.com/

Alerts

Be the first to know and let us send you an email when I&M Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to I&M Group:

Want your business to be the top-listed Finance Company in Kuala Lumpur?