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Our Values

  • Transparency:

    Clear and open communication in all our interactions.

  • Integrity:

    Always acting in the best interest of our clients.

  • Commitment:

    Dedicated to delivering exceptional service.

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Our Services

At ZEN GROUP, we offer a comprehensive suite of financial advisory services to help you achieve your goals:

Business Financial Planning

• Succession Planning: Ensure smooth transitions for family or small businesses.

• Employee Benefits Analysis: Optimize retirement and insurance plans for employees.

Risk Management and Insurance Planning

• Life Insurance Needs Analysis: Determine appropriate coverage levels.

• Disability and Long-Term Care Planning: Protect income and assets in case of health challenges.

• Risk Assessment: Identify potential risks and create mitigation strategies.

Wealth Management

• High-Net-Worth Planning: Specialized strategies for affluent individuals.

• Legacy Planning: Ensure wealth preservation across generations.

• Philanthropic Planning: Integrate charitable goals into financial strategies.

Cash Flow and Budgeting

• Spending Plans: Create budgets to meet short- and long-term goals.

• Emergency Fund Planning: Build reserves for unexpected expenses.

Education Planning

• College Savings Plans: Assistance with savings vehicles.

• Education Cost Analysis: Estimate future costs and create a funding plan.

Additional Features for Insurance Services

• Custom Insurance Planning: Tailored recommendations based on individual or business needs.

• Policy Review and Optimization: Helping clients assess and improve existing coverage.

• Claims Assistance: Guidance on filing claims effectively.

• Risk Assessment: Comprehensive analysis to determine adequate insurance coverage.

• Bundling Discounts: Helping clients combine multiple policies for cost savings.

Consultants

Apple Siow

Founder of Zen Group

"Success isn't measured by what you earn, but by the difference you make in the lives of others."

Cindy Lee Mun Yee

Financial Advisor

"A financial advisor full of love doesn't just manage wealth—She nurture relationship, build trust, and guide with care toward a life of abundance and security."

Mega Wong Mei Kah

Sales Manager

"Helping clients find peace of mind isn’t just a job—it’s a privilege."

Lim Hau Ken

Financial Advisor

"Success in financial advising is not measured by numbers, but by the trust and value I create for you."

Kammy Wong Kah Mei

Financial Advisor

"Success as a financial advisor is measured by the peace of mind I bring to my clients."

Jonathan Tey Bing Chuan

Financial Advisor

"I don’t just sell insurance; I sell peace of mind. Every policy is a step toward someone’s brighter, safer tomorrow."

Contact Zen Group

  • 17-3, Jalan SS 26/4,
    Taman Mayang Jaya,
    47301 Petaling Jaya Selangor.

  • 016-3164 676

Our Partners