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About Us


U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for more than 10 years.


We are an authorized insurance agency for AIA Bhd. & AIA Public Takaful Bhd.


We provide a wide range of Conventional and Takaful financial products and services. 


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Our Packages

We provide wide range of solutions satisfying your financial needs


Family Insurance Package

We offer different packages tailored to meet your personal, ever-changing needs. Tell us your Family Insurance Package requirements and our experienced agents will create or adjust a plan accordingly. Our team is happy to answer your questions and make personalised recommendations based on your input. We are here to represent you and make sure you receive the best possible insurance package suited to your needs.

Young and Happy

Life Insurance Package

To avoid unnecessary worry about what the future holds, we ensure that you are covered. With established relationships with numerous carriers, let us put together the optimal Life Insurance Package that offers the highest level of protection for you. Contact us to make an appointment with one of our experienced consultants and receive a free estimate. We’re here to supply you with the insurance you really need.

Young Guy Outside

Individual Insurance Package

It’s important to keep yourself protected. That is why U-Need Wealth Planner offers the best possible Individual Insurance Package in the industry, to guarantee that you and your family live your lives free of worries. Contact one of our consultants today to understand more about what we do and let us do all the work so you can relax for a change.

Mom Reading a Book to her Daughter

Takaful Financial Protection Package

We are an authorized agency of AIA Public Takaful Bhd and we provide a wide range of Takaful financial products and services. Our product and services is recognised by Bank Negara Malaysia as Sharia-compliant.

Get In Touch

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Main Office

23-A, Persiaran Greentown 7,

Greentown Business Centre,

30450 Ipoh, Perak​​

Eddie Lim (Director)

05-241 9379

Secondary Office

Phileo Damansara 1,

Pusat Perdagangan Phileo Damansara,

46350 Petaling Jaya,


Jacky Lai


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