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Profile | Cash In | Cash Out | Wealth | Protection | CW Finance Plan

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People are constraint in financial knowledge and time.

Estate Planning

Strategy

Planning

Taxes and Efficiency

Investment Area

Consumer Market

Service to cover your every need

Based on your financial input, CW FINANCE is able to analyze the number needed to build a self substaining cash flow in any possible scenario we can think of indicators to alert and remind you of possible pitfalls and the required amount of Protection needed.
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DISCRETIONARY FUND MANAGEMENT

CW FINANCE is a secure platform for you to store and continue to build your financial legacy to the next generation.

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EXECUTION ONLY
SERVICE

People are constraint in financial knowledge and time, and with financial data stored on different sites, putting everything toghether into one big picture posts a big challenge. 

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VCT's & SPECIAL SITUASIONS SERVICE

Without a proper system or platform and not knowing your numbers, the feeling of insecurity and stress tend to add up. A sink or swim situation.

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Performance through an active approach


CW operates the web based personal financial planning platform (“CW FINANCE”) under the domain name www.cwfinance.my. By subscribing to CW Finance as a user, you shall grant consent for CW to process your personal data as according to the Act.

Your personal data like name, date of birth, identity number, email, and credit card are collected to allow CW Finance to provide its personal financial planning services to you as a user. Details of your immediate family members are also requested under the Profile module to complete the big picture to your personal financial planning.

All personal data collected shall not be disclosed to any third party without the consent of the user. 

How to become a client of CW Finance

We've made it straightforward for you set up an account with CW Finance. If you'd like to get in touch , we can take you through the process.

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  • Unit 19, 3rd Floor , Vila Harmoni , Kampung Air Melintas Besar , 13300 Tasek Gelugor , Pulau Pinang .

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  • Email: support@cwfinance.my

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