ABOUT US

Your Trusted Agency

OVERVIEW

WHO WE ARE

Finesse is a premier partner of PRUDENTIAL with over 25 years of industry experience, offering comprehensive and customized solutions to a diverse clientele, ranging from professionals to high net worth individuals. Established in 2005, we have become a trusted partner across various industries, delivering exceptional financial and advisory services tailored to our clients’ unique needs.

At Finesse, we are dedicated to providing unparalleled products and services that empower our clients to achieve their financial goals. Our team of seasoned experts diligently develops innovative solutions that drive results and maximize value. We pride ourselves on our ability to stay ahead of industry trends and continuously push the boundaries of financial advisory services.

Our mission is clear: to equip our clients with the tools and strategies they need to thrive financially. We believe that every individual and organization, regardless of size or wealth, deserves access to the latest financial expertise and solutions. That’s why we offer a diverse range of services, including wealth management, investment advisory, financial planning, and risk management.

At the core of Finesse are our values: integrity, innovation, and excellence. We stand firm in conducting business ethically and responsibly. We relentlessly pursue creative and effective ways to solve challenges and deliver value. Above all, we are committed to consistently providing our clients with the highest level of service and expertise.

Our Vision & Mission

Vision :

To be the most influential financial services advisory in Malaysia

Mission :

To provide professional & customer centric financial solutions for all Malaysians

Executive Management

FOUNDERS

JON NG
CK LEE
SMITH ANG

SENIOR PARTNER

KAKA LAM
QIANMI LAI
JOYCE HOO

SENIOR MANAGEMENT TEAM

KHOO TENG HOCK
FONTAINE FON
ANG SHUN THAI
Meet Our Advisors

OUR FOUNDERS & MANAGEMENT TEAM

JON NG

( Chief Operation )

Multi Million Agency

SMITH ANG

( Chief Technology )

1 x MDRT, Million Dollar Agency

CK LEE

( Chief Entertainment )

4x MDRT, Million Dollar Agency

OUR PARTNERS & TEAM

KAKA LAM

Accolate : 7x MDRT, 3x COT, 2x TOT
2022 : MDRT Global - Chair Person of High Networth Taskforce
2023 - 2024 : MDRT Global - Chair Person of Time Management Taskforce

KIM

Accolate : 9x MDRT, 1x COT
2024 : MDRT Global Taskforce

JOYCE

Accolate : 6x MDRT, 2x COT
2022 - 2023 : MDRT Malaysia: Assistant Director of PGA
2024 : MDRT Malaysia - Director of PDA

Fontaine

( Unit Manager )
Accolate :
2 x MDRT

Khoo Teng Hock

( Unit Manager )
Accolate :
2x MDRT, President’s Club

Ang Shun Thai

( Assistant Unit Manager )
Accolate :
5x MDRT

Christine Soh

( Assistant Unit Manager )

Accolate : 

ABOUT MDRT

MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Award Level Tier :
1. Million Dollar Round Table (MDRT)
2. Court of Table (COT)
3. Top of Table (TOT)

MDRT Award Requirement 2024/2025:
LOGO FOR AWARD :

International Dragon Award (IDA)

About IDA :

保险行销集团 (IMM INTERNATIONAL)于 1998 年第二届世界华人保险大会宣布设立《国际龙奖 IDA(INTERNATIONAL DRAGON AWARD)》,提供一个公正客观地标准,进行严格谨慎的资格审核,并透过奖项的颁予及《国际龙奖 IDA 名人录》(IDA Who’s Who)的出版,给予优秀的金融保险精英们国际性的荣誉与肯定。

  国际龙奖 IDA 自 1998 年宣布设立以来,积极推崇【典范、完美、尊贵】的理念与境界,至今广泛获得全球华人金融保险业界及从业人员的高度重视与肯定。自 2000 年首次颁发奖项,每年申请国际龙奖 IDA 奖项人数与日俱增,近年除了行业精英在追求杰出业务与优秀主管 IDA 会员,更有许多团队以 IDA 的理念与标准作为发展的指引与依规, 2019 年,全球有 8 支《IDA 百人团队》的尊荣。国际龙奖 IDA 历经 20 年由萌芽到茁壮的发展历程,充分记载着世界华人金融保险业发展和从业人员成就的华丽篇章,是一个值得我们不断追寻的崇高境界,更是大家引以自豪的创举。

  荣获国际龙奖 IDA 的会员资格不仅仅是个人事业及生活的一个里程碑,也意味着将跨入另一个具有更崇高专业知识、成长动力、思想品质和生活境界的新领域。因此,国际龙奖 IDA 在建立国际性荣誉与地位的同时,更全面提升会员们的生活品质和品味内涵,宣导更优质圆满的生活方式。

The Insurance Marketing Group (IMM INTERNATIONAL) announced the establishment of the International Dragon Award (IDA) at the 2nd World Chinese Insurance Congress in 1998, providing a fair and objective standard for rigorous and prudent qualification reviews. Through the awarding of prizes and the publication of the IDA Who’s Who, outstanding financial and insurance elites are given international honor and recognition.

Since its establishment in 1998, the International Dragon Award (IDA) has actively promoted the ideals and realms of “model, perfection, and prestige”, and has been widely recognized and valued by the global Chinese financial and insurance industry and practitioners. Since the first award was given in 2000, the number of applicants for the IDA awards has increased year by year. In recent years, in addition to industry elites pursuing outstanding business and excellent director IDA members, many teams have used IDA’s ideals and standards as guidelines and rules for development. In 2019, there were eight prestigious “IDA Hundred People Teams” globally. The IDA has gone through a 20-year development journey from its inception to robust growth, fully recording the glorious chapter of the development of the global Chinese financial and insurance industry and the achievements of its practitioners. It represents a lofty realm worth pursuing continuously and is an initiative that everyone is proud of.

Winning the IDA membership is not only a milestone in one’s career and life but also means entering a new domain with higher professional knowledge, growth motivation, intellectual quality, and life realm. Therefore, while establishing international honor and status, the IDA also comprehensively enhances the quality of life and taste of its members, advocating a higher quality and more fulfilling lifestyle.

Advisor Level :

Bronze Dragon Award

Silver Dragon Award

Golden Dragon Award

Platinum Award

Management Level :

优秀主管白金奖

优秀主管金龍奖

优秀主管银龍奖

优秀主管铜龍奖

CIA500 Award

CIA500 的缘起 :

全球华人秉承勤奋上进的民族特性,在积累巨大的财富的同时,也面临风险管理、资产保值与财富传承的挑战,这更代表着世界华人保险 从业人员发展的新契机。今日全球只要有华人的地方,就有许多伟大的保险从业人员孜孜不倦地宣导保险大爱的精神与理念,为千家万户的同胞们提供生命保障、健康医疗、退休养老、储蓄理财、子女教育的保险规划。

1992年中国大陆保险业自友邦保险引入代理人制度,开启了人寿保险个险营销的模式。四分之一世纪后,中国保险业寿险从业人员已超过800万。目前,全球已有将近一千万的华人从事保险相关工作,个险销售已然成为世界华人接触与购买保险的重要渠道。在本世纪,世界华人的保险总量将排名全球第一;如何在做大保险业的进程中,做强及做精个险营销队伍,一直是团队长的使命与责任。

保险行销集团自1983年创立以来,以“心怀保险行销,放眼全球保险”为理念,以“为提升世界华人金融保险从业人员的专业素养、形象与社会地位”为使命。自1998年宣布设立国际龙奖IDA,从业人员追求“典范、完美、尊贵”的境界已成为提升业务人员与主管的荣誉体系与行业标杆。如何进一步推动个险营销队伍持续健康发展,让世界看到华人保险业的成长与进步,更是保险行销集团当仁不让的责任。

基于这个使命,继国际龙奖IDA后,于2016年保险行销集团隆重地为世界华人保险行业卓越的团队设立彰显殊荣的标准—CIA500, Chinese Insurance Agency 500,“ 世界华人保险500强团队”的标准与尊荣。

Awardees in Finesse :
Smith Ang & Ang Shun Thai : CIA500 in 2021, 2022, 2023