Harveston Wealth Management

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Harveston Wealth Management Approved Financial Adviser By Bank Negara Malaysia

Capital Market Services License By Securities Commission Malaysia

21/09/2026

2027，您的企业准备好了吗？

新一年，带来的不只是新的目标，
也可能是新的挑战、新的风险，以及新的机会。

经济，会怎么走？
预算案，会带来什么改变？
税务与成本，如何提前部署？
机会在哪里？风险又在哪里？

对于企业主而言，
真正的准备，不是等变化发生后才应对，
而是更早看见趋势，更早做好布局。

**2027，您准备好了吗？**

有些变化，值得提前看见。

第十届企业财富管理研讨会 2026
**大会详情，即将公布。敬请关注。**

#企业财富管理 #企业经营 #2027财政预算案 #马来西亚企业 #企业主

17/09/2026

✨ August Gather Together — Recap ✨

A meaningful session of connection, recognition, and continuous learning as we came together to celebrate our achievements and strengthen our journey forward.

🏆 Congratulations to all our outstanding award recipients! Your dedication and achievements continue to inspire us.

🤝 Building stronger collaboration, fostering teamwork, and creating meaningful connections, while sharing valuable insights and experiences to learn, grow, and gain new perspectives towards greater success.

Together, we celebrate, learn, and grow, raising our standards and achieving greater milestones as one team.

🚀 Harveston Advisers, Raise The Bar! 💪

Happy Malaysia Day! 🇲🇾🌟Today, we celebrate togetherness — a nation built on trust, unity, and shared aspirations. 💪🏼
16/09/2026

Happy Malaysia Day! 🇲🇾🌟

Today, we celebrate togetherness — a nation built on trust, unity, and shared aspirations. 💪🏼

07/09/2026

YOUR HEART MATTERS 🩺❤️

A meaningful day of learning, awareness and conversations about one of the most important things in life — our health and financial well-being.

We were honoured to collaborate with IJN Hospital, Great Eastern and FA Advisory for “Your Heart Matters”, an insightful session that brought together perspectives on heart health, critical illness and the importance of being financially prepared for life’s unexpected moments. 🛡️

While taking care of our heart is essential, protecting ourselves financially when a critical illness strikes is just as important.

A critical illness can affect more than just our health. It can impact our ability to work, our income, our family and our long-term financial plans. Having the right protection in place can provide valuable financial support when we need it most.

💡 Take care of your heart.
🛡️ Protect your health.
💰 Prepare your finances.
❤️ Protect what matters most.

A big thank you to IJN Hospital, Great Eastern and FA Advisory for making this meaningful collaboration possible, and to everyone who joined us and shared in the conversation.

Because when it comes to our future, your heart matters — and so does your financial well-being.

IJN FAAdvisory

Can your business survive a cyber attack?Most SME owners have heard of phishing, ransomware and scams. Knowing about the...
03/09/2026

Can your business survive a cyber attack?

Most SME owners have heard of phishing, ransomware and scams. Knowing about them isn't the same as being ready for one.

Digital Penang, Harveston and CyberSure are running a *free* 4-week practical cybersecurity programme for SME owners & leaders — 3 online sessions + 1 physical gathering. Wednesdays, starting 30 Sep.

🗓 30 Sep — Week 1: Know Your Enemy
10am – 11.30am (online)

🛡 7 Oct — Week 2: Everyday Defenses
10am – 11.30am (online)

🚨 14 Oct — Week 3: Resilience
10am – 11.30am (online)

🤝 21 Oct — Week 4: Gathering + Certificate
2pm – 4pm @ Digital Penang

Each session, you do something you can apply the same day: spot a real phishing attempt, assess your own company's exposure, tighten MFA, check whether your backups actually work.

Led by Tiger Chong (Cyber Security Specialist) and Chee Anne (Certified Cyber Insurance Specialist).

Free of charge. Limited capacity. Certificate of Completion.

Register: https://forms.cloud.microsoft/r/pHhtQBQJa1

Happy Merdeka Day! 🇲🇾🇲🇾🇲🇾Today, we celebrate unity, freedom, and the spirit that brings Malaysians together.💪🏼Thank you,...
31/08/2026

Happy Merdeka Day! 🇲🇾🇲🇾🇲🇾

Today, we celebrate unity, freedom, and the spirit that brings Malaysians together.💪🏼

Thank you, Malaysia, for the harmony, hope, and strength you inspire.

28/08/2026

🎉 WORK HARD. PLAY HARD. CELEBRATE HARDER! 🇭🇰

What an incredible journey at the *IDA Conference in Hong Kong!*

🏆 A huge *CONGRATULATIONS to all our awardees!* Your achievements are the result of your hard work, determination and commitment. You earned this moment — enjoy it! 👏🔥

But this trip was more than just about receiving awards. We came together to *learn, connect, exchange ideas and gain fresh inspiration* from the conference. We’re heading home with new knowledge, bigger goals and even more motivation for what’s ahead! 🚀

And of course… Hong Kong wouldn’t be complete without the MAKAN! 😋🥢🍜
Great food, great company, lots of laughter, unforgettable memories — we definitely knew how to enjoy ourselves! 😂🇭🇰

This is what we believe in:
💪 Work Hard.
📈 Grow Together.
✈️ Explore Together.
🎉 Play Hard!

Set your target. Chase it. Achieve it.
*Work hard today, and join us on the next adventure! 🌏✈️🏆*

RaiseTheBar

Discover how to make your wealth last for generations. Join us for 🏛️✨The Art of Wealth Continuity: Retirement, Successi...
10/08/2026

Discover how to make your wealth last for generations.

Join us for 🏛️✨The Art of Wealth Continuity: Retirement, Succession & Legacy Planning✨🏛️, where our legal and wealth planning experts will share practical insights on how to:

✅ Build, preserve, and enjoy your wealth during retirement
✅ Plan a smooth transfer of your assets to future generations
✅ Create harmony within your family through well-planned estate succession
✅ Create a lasting legacy that reflects your wishes
✅ Learn the secrets behind a company's 100-year legacy of success

Whether you're planning for retirement or thinking about your family's future, this session will equip you with valuable strategies to protect what matters most.

📩 Register with your Harveston Servicing Adviser and take the first step towards securing your legacy.

Address

Shah Alam

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

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