About Me

Strategic Wealth Alliance

Background

Loi Pei Khing, is a renowned wealth strategist with more than 10 years of experience in wealth advisory practice and managing a large portfolio of clientele. Her passion is to help people to achieve their financial goals for their children’s education, their retirement plans as well as exponential wealth. Her vast experience enables her to understand the needs of her clients and to competently construct sound financial plans that are best suited to their financial needs and circumstances.

She has a unique wealth proprietary process to help her clientele to enhance their assets, reduce their liabilities and unlock their dead assets in a cost effective manner to enable them to achieve their financial goals 5 to 10 years earlier. Having serviced many high ranking professionals, CEOs, businessmen and entrepreneurs, she has built a solid reputation and have received numerous nationwide top awards and accolades.

LOI’S VISION

To contribute towards our society and the business industry through touching peoples’ lives by helping them to create better financial future for themselves and their families.
To foster and establish meaningful relationships with her clientele through helping them to achieve their financial goals.
To build trusted leadership with her financial team, developing and guiding them to achieve their goals as top notched financial advisors.

LOI’S MISSION

Helping clients to attain financial security in life and achieve their investment goals through provision of advice and services on how to protect their investments, safeguard their assets, diversify their investments portfolio to maximize financial returns, spread out financial risks and constructing of sound education and retirement plans for their loved ones and themselves respectively

PROVEN TRACK RECORD

Having serviced many high ranking professionals, CEOs and businessmen cum entrepreneurs, she has built a solid reputation and has consistently won countless accolades and nation-wide top awards yearly.

Loi’s achievement/financial goals includes being:

1st Runner Up, Top UTC DSP- Personal Producer 2011
1st Runner Up, Top UTC DSP- Personal Producer 2012
Champion, Top UTC DSP- EPF Personal Producer 2012
7th Runner Up, Top UTC Nation Wide - Personal Producer 2012
1st Runner Up, Top UTC Nation Wide - Personal Producer 2014
Champion, Top UTC DSP- Personal Producer 2014 & 2015
4th Runner Up, Top UTC Nation Wide - Personal Producer 2015
10 Million Ringgit Producer in 2014 & 2015 & 2016
Nationwide Top 25 GAM 2015 & 2016