Serving Malaysian Families Since the 1970s

About AugurWP

A multi-generational financial planning practice helping individuals, families and businesses protect what matters, grow wealth with purpose and preserve legacies for future generations.

50+ Years of Heritage • 10,000+ Clients Served

Why AugurWP?

AugurWP stands for Augur Wealth Planner.

Historically, an Augur was someone who sought to understand what the future might hold. While no one can predict the future with certainty, financial planning is built upon a similar principle — helping people prepare for tomorrow by making informed decisions today.

Through protection planning, wealth accumulation and legacy preservation, we help clients navigate life’s financial journey with greater confidence and clarity.

Protect. Grow. Preserve.

50+

Years of Heritage

10,000+

Clients Served

90%+

Persistency Ratio

1999

Rockwills Estate Planning

2013

Investment Solutions

Vision, Mission & Core Values

Our Vision

To be the trusted financial planning practice that guides generations of Malaysian families and businesses towards financial confidence, security and lasting legacy.

Our Mission

To help individuals, families and businesses protect what matters, grow wealth with purpose and preserve legacies for future generations through integrated financial planning solutions.

Client First

We place our clients' interests at the centre of every recommendation and decision.

Integrity

We act with honesty, professionalism and transparency in all our dealings.

Foresight

We help clients prepare for opportunities and uncertainties through thoughtful planning.

Stewardship

We are entrusted with helping clients protect, grow and preserve what matters most.

Service

We believe meaningful value is created through long-term care, not one-time transactions.

Legacy

We help clients build lasting financial confidence for future generations.

A Legacy of Trust Across Generations

AugurWP traces its roots to the 1970s, when our founders were among the pioneering agencies associated with British American Malaysia Ordinary Life Insurance, now known as Manulife Insurance Berhad.

What began as a traditional life insurance practice evolved into a comprehensive financial planning organisation dedicated to helping Malaysian individuals, families and businesses make confident financial decisions.

Today, AugurWP is led by its second generation and is preparing to pass its values, knowledge and commitment to service to a third generation in the years ahead.

Financial planning is not measured in years.
It is measured in generations.

Our Evolution

1970s

Insurance Heritage

Origins as one of the pioneering agencies associated with British American Malaysia Ordinary Life Insurance.

1999

Estate Planning

Entered estate planning through a franchise agreement with Rockwills and began providing professional will writing services.

2013

Investment Solutions

Expanded into unit trust investment solutions through Manulife Investment Services Malaysia.

Today

Integrated Financial Planning

Delivering integrated insurance, estate planning and investment solutions to clients nationwide.

Future

Third Generation Continuity

Preparing the next generation to continue serving Malaysian families and businesses for decades to come.

A Different Measure of Success

In financial services, success is often measured through production rankings, awards and sales achievements.

At AugurWP, we focus on something different.

We measure success by the trust our clients place in us, the relationships we build and the outcomes we help them achieve.

For more than two decades, our practice has maintained a persistency ratio above 90%, reflecting our commitment to thoughtful planning, responsible recommendations and long-term client service.

Because financial planning should not end when a policy is issued or an investment is made. It should continue throughout every stage of life.

Professional Credentials

ChFC

Chartered Financial Consultant

RFP

Registered Financial Planner

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