+6013-300 4343
EPTS Mansion Sdn Bhd
(Reg. Number 709565W)
ABOUT US
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About Us
WELCOME TO EPTS GROUP
Since 2005, EPTS Group has been dedicated to delivering exceptional financial services, establishing ourselves as a leading professional company in the country with over a decade of experience in risk strategy, estate planning, and financial advisory.
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Our commitment to excellence is reflected in the customized, high-quality services we provide, tailored to meet our clients' unique needs. We empower our clients to take control of their financial futures and legacies through our comprehensive range of services, providing the foundation for achieving their financial goals over the short and long term.
At EPTS Group, we recognize the critical importance of estate planning and ensuring the seamless transition of your estate to guarantee the continuity of your legacy. Our estate planning services are designed to ensure the proper handling of your estate, giving you peace of mind that your loved ones will be well taken care of in the future.
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With our unparalleled service delivery, you can be confident that your future is safe and secure with EPTS Group. Our unwavering commitment to earning and maintaining your trust remains our top priority, and we are confident that our exceptional service delivery will exceed your expectations.
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Choose EPTS Group today and let us help you achieve your financial goals and take control of your financial legacy, leaving you to enjoy the fruits of your labor with complete peace of mind.
WHAT WE DO
At EPTS Group, we recognize that every client has unique financial needs and deserves tailor-made solutions. We take pride in providing a broad range of services to help our clients sustainably secure their financial future. Our business model is built on gaining our clients' trust and loyalty, which we achieve by delivering exceptional service.
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We understand that risks are inherent, but our goal is to minimize them while maximizing returns through effective risk management strategies. Our estate planning services ensure the smooth transfer of your wealth and the continuity of your legacy. Additionally, our financial advisory services offer deep insights into proper financial management to secure your financial future.
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We set ourselves apart through our seamless approach to serving our clients, ensuring that they can grow their wealth, secure their future, and enjoy their lives while positioning their legacy to continue beyond their lifetime. At EPTS Group, we are committed to delivering exceptional services through our in-house team of result-driven professionals who strive to exceed our clients' expectations.
About Our Founder
Mason Cha
Mason Cha is an exceptional Financial Advisor with more than 20 years of experience serving a diverse clientele, including entrepreneurs, business owners, professionals, and High-Net-Worth individuals (HNWI). He is a Registered Financial Planner and RFP designation holder approved by the Bank Negara Malaysia, holds a Capital Markets Services Representative's Licence by Securities Commission Malaysia, and has an honours degree in Economics from the University of Malaya, providing him with a comprehensive understanding of the financial industry.
Mason Cha's impressive track record of achievements includes setting new records and receiving prestigious awards, even during the pandemic, in the insurance industry where he works. He is also an international speaker and coach for various Insurance industries and agencies, sharing his expertise and insights with a broader audience.
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With his extensive network, Mason Cha has facilitated around RM1.5 billion in deals on his deal matching platform, covering capital markets, business M&A, and trades. Moreover, he is a seasoned investor with a successful investment portfolio that includes startups and blue-chip stocks. In 2022, his expert stock investment strategies generated eight-figure returns, demonstrating his exceptional skills in the field.
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What sets Mason Cha apart is his unwavering commitment to personalised services. He recognises that every client's financial situation is unique, and he strives to offer tailored solutions that align with their goals and values. As a result, he has built a loyal client base that trusts him as a strategic partner in their financial journey.