Mission : Vision : Principle :
Our Business Units
Lion Team Advisors or LTA is a well known name in Malaysia which provides Integrated
Professional Financial and Estate Planning Services. Our inception was initiated by a
team of far sighted board of directors since 1995. LTA is a platform of gathering and
networking a team of energetic and enthusiastic leaders, members and professionals,
making its best in providing Professional Advisory services and
deliver a world class excellent customer services.
Through the visionary board, the LTA is operated with a set of unique organizational cultures,
i.e. Gratitude, Giving and Group Unity. Thus, it has been nurturing leaders with
commitment, dedication, principles and values within the organization.
In 2004, LTA had changed name from Lion Team Agency Sdn Bhd to Lion Team Advisors Sdn Bhd,
which transformed to become a financial planning company since then. Within a short period of
time, in 2006 the company had further expanded together with the committed share holders and
registered to be a Lion Team Advisors Berhad. During the same period, LTA further streamlined its operation by
setting up function-based business units to provide specialized services to its customers and
Establishing entrepreneur networks that sharing common beliefs and values via Financial Integrated
Services. Add value to people's lives by creating wealth for every one to share and enjoy
To be the preferred one-stop Financial Planning & Networking Corporation in Malaysia and beyond.
Our Principle 3 Is
Independent, Innovative, Interactive
Together We Progress"
Our Business Units
LTA has been going through many years business evolution with the past experiences in delivering financial
and estate planning services; today, the entire team of board of directors had come to one accord to enhance
and develop different business units in order to further strengthen the support structure and provide world
class customer service to our valued customers. Respective business units will have their own expertise to ensure
LTA delivers the greatest customer experience and professionalism to our valued customers as the bottom line.
Lion Estate Advisors, a business unit which consists of a group of specialists to provide estate planning
advisory services. The core products of it are Will, Trust, Business Succession Plan and etc.
LiA - Lion-I Advisors, its main function is to seek for different type of investment instruments and fund managers
from different companies to group together. Ultimately is to provide variety of investment products and services for our customers investment diversification purpose.
IRMA - Independent Risk Management Advisors Sdn Bhd holds the Financial Adviser license from Malaysian Central Bank, to enable LTA to
provide a neutral and independence insurance planning services for our customers. The main goal is to provide choices of
protection products from different insurers to suit the customers preference and project the professionalism.
LRA - Lion Risk
Advisors Sdn Bhd, the sister company of LTA that operate its business with a
far-reaching agency system. It consists of a group of agency leaders
(Group Sales Managers) and central working committees (CWC) to facilitate and
coach approximately 460 members. It is a motivated, dynamic,
successful and remarkable risk management planning company in Northern
LWA - Lion Wealth Advisors Sdn Bhd (a licensed financial planning company by Securities Commission), initially was a
business unit which provides a common platform for all professional to group together and extend their services to our customers.
This group of professionals had developed a complete financial planning system to facilitate and allow the customers to materialize their financial goals.