“You Worked Your Whole Life To Protect Your Family.”
Don’t let poor planning undo it in one moment.
Most people wait until it’s too late to plan their legacy. The truth is —
your family’s future depends on what you do today.
You’ve put in the work.
You’ve sacrificed.
You’ve built a future for them.
But the brutal reality is — it could all unravel in a heartbeat.
Most people think,
“I’ll Get Around To It Someday."
But "someday" doesn’t come for most people.
And when that day comes, it’s too late.
Because suddenly, your spouse is left asking questions no one can answer:
What Happens When ‘Someday’ Becomes Too Late
You’ve spent years building something real — a career, a business, a home your family can feel safe in.
But here’s the reality few people talk about:
Even the most successful lives can unravel in weeks when the “unexpected” happens.
One illness, one accident, one unplanned event…
And suddenly everything you built is frozen inside a legal system your family doesn’t understand.
And sometimes…
Families begin fighting.
Not because they want to.
But because…
No One Knows What You Actually Intended.
We’ve seen it happen too many times.
And all because there was no clear plan — just good intentions.
You don’t want:
You want something far simpler.
You want peace.
Not confusion.
Clarity — not chaos.
We’ve seen it happen too many times:
And all because there was no clear plan — just good intentions.
You don’t want:
You want something far simpler.
You want peace.
Not confusion.
Clarity — not chaos.
A plan that tells your family exactly what to do...
When You’re No Longer There To Guide Them.
That’s where a Legacy Plan changes everything.
It’s not about how much money you have — it’s about control, clarity, and care.
We help you structure your wealth so it reaches the RIGHT people, at the RIGHT time, for the RIGHT reasons.
From family trusts and asset distribution to income continuity and guardianship, every detail is designed to honour your wishes — and protect the people you love most.
Family Trusts & Asset Distribution
Income Continuity & Guardianship
Comprehensive Protection
Because real wealth isn’t measured by what you own.
It’s measured by how well you’ve PREPARED for the ones who depend on you.
✔️ Take the first step today.
One simple conversation could be the difference between confusion — and complete peace of mind...
Why Families, Professionals And Business Owners Trust Us with Their Legacy
We Don’t Just Plan Wealth — We Protect Legacies.
For over a decade, we’ve helped Malaysians from every walk of life design plans that outlive them.
From CEOs to retirees, young parents to business founders — and every family’s story is unique, but the goal is always the same:
To make sure your loved ones are cared for, no matter what happens.
Clients Served
Years Experience
Insurance Payout
We’re here to protect what you’ve built — and everything you love.
We’re licensed legacy advisors —professionals who understand how your business, your children, and your wealth intersect.
Who Are We?
Amanda Lee
“Legacy Architect” & HNWI Solutions Specialist
Simon Heong
MarTech & Capital Leverage Solutions Specialist
Simon Heong
MarTech & Capital Leverage Solutions Specialist
Trusted Globally. Recognized Locally.
Certified Nationally.
Proven Results.
Recognized Excellence.
In 2009 – 2011, Simon achieved ClickBank Premier Status – an honor reserved for the world’s top 1% of digital entrepreneurs.
Amanda is a 7x Award winning wealth & legacy architect recognised by Alliance Bank, Prudential & Serving Standard Chartered Clients Nationwide.
We are officially certified by Elmu Group under Malaysia’s 1 st National Trust Agent Certification Program (NTACP).
This certification shows our commitment to meet the highest standards of professionalism, integrity and expertise in wills & trusts.
With over a decade of guiding Malaysians to secure their financial futures, these awards are proof of consistent performance, trust, and client success—credentials that now power our mission to protect families through wills and trusts.
What Makes Us Different?
You’ve worked decades for your success.
Now, it’s time to make sure it stays in the right hands.
🗓️ Book your Legacy Planning Session today — and let’s build something that lasts longer than a lifetime.
Get These 3 Exclusive Bonuses..
When You Book Your Legacy Planning Appointment Today!
Bonus #1: "7 Costly Legacy Planning Mistakes Malaysian Families Make — and How to Avoid Them"
planning mistakes that could ruin your family’s future, and give you the step-by-step guide to avoid them.
(Valued at RM500)
Bonus #2: "The Ultimate Family Legacy Organizer"
This isn’t just a folder—it’s a complete, premium system designed to give your family peace of mind.
passwords—everything is in one easy-to-use place.
(Valued at RM1,100)
Bonus #3: "Your Free 60-Minute Legacy Strategy Session"
A personalized audit of your entire legacy plan where we will walk you through:
Don’t leave your family’s future to chance — let’s make sure it’s secure!
(Valued at RM2,500)
These bonuses are designed to ensure your family’s future while offering you peace of mind.
TOTAL VALUE OF RM4,100 — All FREE
When You Book Your Legacy Session Now!
Real clients. Real conversations.
(Some faces blurred to protect their privacy).
What Clients Say:
A man of his word, Simon is a person whose word truly means something. Through our interactions, he’s followed through with precision, foresight and is one with a keen eye for details. Responsible and an honest family man. You’re in capable hands.
SK Lim
Assoc Director, APAC Sales - Tata Communications
My dad left us quite a big some of money. but that was the start of how my family quickly grew apart. We never fought over money. Until we did. My siblings questioned the will. The house couldn’t be sold. It took 4 years to sort out everything. Thanks for guiding me every step of the way.
Nadine A.
Corporate Legal Council
Someone you can trust, not just with financial matters, but with the legacy you’re building. His passion for his work is obvious in every conversation, every detail. He listens not just to respond, but to understand, which is something I value.
Mike Wong
Head, SME Advisory - CGC Msia
Amanda is able to fully understand my lifestyle requirements to recommend what is needed and not what I think is needed and to give and independent and objective view or advice. Someone who genuinely cares for your personal well being. Proactive and able to communicate to a layman. Versatile enough to give customized solutions and journey with their customer through different cycles of life. After service is there when it comes to claims. Not just someone who disappears when I need them the most.
Raphaela Lee
Assoc Director, Debt Markets – Maybank
I was always too busy with work and life to think about things like wills or trusts. I kept telling myself I’d get to it ‘later.’ But after talking to Amanda, I realized how much I was leaving undone. She didn’t just help me create a will, she helped me understand why it matters, and how my family would be affected if I didn’t have a plan. She really takes the time to listen and make sure everything is taken care of.
Raj M.
Senior VP
"I’ll admit it—I didn’t think I needed help with my estate planning. It felt like one of those
things you can always do tomorrow. After seeing what happened to my late father’s
business, I didn’t want my kids to go through the same. Thank you, Simon & Amanda, for
making something so important feel manageable and personal."
Farid A.
Entrepreneur
"I never realized how much I was leaving to chance until I sat down with Amanda. We’ve worked with advisors before, but nothing felt this personal. She didn’t just help me plan my will — she showed me how to protect my family’s future. I feel at ease knowing that my children are taken care of, no matter what happens. I wish I had done this years ago."
Tina L.
Corporate Banker
"I always thought I had time to figure things out. But after a family scare, I realized how vulnerable we all are without a solid plan. Amanda didn’t just help me create a trust — she helped me understand why it mattered. She made sure my legacy wasn’t just a number in a bank account, but something meaningful for my family. I can’t put into words how much I appreciate that peace of mind. If you’re still thinking about it — don’t wait. Do it now."
David T.
Business Owner
What I learned in 30 minutes with her, I’ve never heard from any other consultant I've come across in 20 years. she helped me see blind spots I didn’t even know existed. She is very detailed in her recommendations and ideas and she always gives me answers to what I need and can't get from anyone else. it's in the small finer details which I see the most value whenever speaking to her. very experienced and approachable.
Richard Saw
Retiree
"Honestly, I was hesitant at first. I didn’t think I needed to worry about any of these things. But after sitting down with Simon, I realized how much I was leaving unprotected. He made the process feel easy, even though it was something I had put off for years. He genuinely cared about securing my family’s future. Now I know that whatever happens, they are protected, and that’s something I’ll never take for granted."
Jasmine R.
Retiree
Built for Real Life — Not Just Paperwork
Most plans fail because they’re written once and forgotten.
We make sure your legacy plan grows WITH you — updated as your life, assets, and goals evolve.
You won’t get legal jargon or cookie-cutter templates here.
You’ll get a personal roadmap that’s clear, flexible, and built to last generations.
Your Peace of Mind Starts Here.
This is about building a promise
A promise that your family will always be protected, guided, and supported — even when you’re no longer here to do it yourself.
Because the best time to secure your family’s future… is before life “tests” it.
Don't wait for a wake-up call...
Do It Now While It’s Still Fresh In Your Mind.
No one ever plans to leave their family unprotected.
It just happens — quietly — because life gets busy.
Because we tell ourselves, “I’ll do it next month.”
And then one day, it’s too late to plan… and too soon to go.
If you have people depending on you, this matters.
What You Built Was For Them.
Make sure it protects them.
You’ve worked too hard, sacrificed too much, and loved too deeply to let your family face uncertainty when you’re gone.
Your wealth isn’t just numbers — it’s a lifetime of effort, choices, and love.
It deserves to be protected.
And your family deserves to be prepared.
Turn The Love You’ve Built Into Protection That Lasts.
A Legacy Plan isn’t just about money.
It’s about love in action — ensuring that what you’ve built continues to take care of the people you care for most.
One decision today can spare your family months of stress, confusion, and loss.
You owe it to them — and to yourself — to take that step now.
👍 No pressure. No obligation. Just clarity, confidence & control.
If You’re “Not Around” Suddenly, Will Your Family Know What To Do — Or What To Claim?
5 Essential Documents Every Malaysian Must Have
(Worth RM149) — FREE today.
