理想理财立于2010年,这家卓越的财务规划咨询有限公司总部设于吉隆波,分行则于芙蓉、柔佛新山、槟岛及刚开办的柔佛峇株巴辖,期望在全国打造更健全的寿险理财规划公司,透过成功经营的模式罗致更多优质的人才以开拓更大的寿险理财事业发展大版图。理想理财致力提供更优质的客户服务以应对广大市场对专业咨询的需求,立志跳脱以往传统式的经营模式,以专业化及企业化的经营模式推广寿险理财规划理念的普及化,为行业创造更多的价值,最终能够建立更高规格的寿险理财业。

理想理财成功结合银行界、税务界、法律界、销售界等精英,为全方位理财规划献力,打造优质寿险理财精英团队为使命。在创业初期,公司立下提供全方位的理财咨询(财务管理)于个人、家庭及企业,以达致完整的理财规划,落实圆满人生的期许。理想理财以建立优质的工作环境、优良的企业文化配合多元化的商业策略、细腻完善的培训系统和实践创新的经验模式,务必栽培出更多寿险理财业的佼佼者,让他们成为高专业、高规格、高标准的收入且独当一面的理财精英,最终达至优质的人生。

由于理想理财的系统完整、机制健全和架构完善,硬体设备完善,企业模式的办公大楼,企业化的经营模式,短短的几年成立之内,已经成功打造成为马来西亚寿险理财业冠军的品牌团队,理想理财在寿险理财业里的成绩显赫屡破纪录,多次成为行业中的冠军领航团队,尤其是在培育寿险杰出人才这一方面,更是让同业肃然起敬,持续不断的创造了公司最多年度海外旅游奖得主Most Supremacy Qualifier Award & Most Number of SES Qualifier Record in History of Company, 培育最多最佳新人奖的记录Great Leader Builder Champion,全国寿险理财行业培育最多傲凯奖得主的集团,并且在最快最短的时间内成功马来西亚寿险行业内培育最多的集团经理,这完完全全展现了理想理财团队的标语Join The Best , Be The Best因为只有加盟最好才有机会成为最好。

理想理财创办人陈礼祥一直秉承“取之社会,用之社会”的经营理念,在积极认真努力拼搏寿险理财事业发展的同时,也不忘了回馈社会的重任,愿意肩负起关怀社会关注年青人的进展,他结合了团队一班关注社会的年轻伙伴成立了理想理财企业社会责任部门,立志推动一系列回馈的公益慈善活动,尤其是推动青年积极正面成长的一序列培训和督导课程,这二十余年以来,已间接或直接的方式让数以万计的群众受惠尤其是时下的年轻人。在2016年理想理财也因多年的用心回馈荣获了JCI亚太区域和星洲企业楷模奖等多项的企业社会责任奖的肯定。

在2014 及2015年理想理财以马来西亚唯一的金融保险领域代表夺下了具有高水平、高规格及权威性的环球领袖大奖Global Leadership Award Financial Agency of The Year 及环球品牌大奖 – Global Branding Award – Global Icon in Financial Planning Insurance Sector金融理财行业楷模(保险领域)。如今的理想理财已经成功建立为业界的一个品牌团队,早已冲出海外并成功结合海外金融理财业的精英团队,能够与国际接轨并掌握最新的行业趋势与变化,所谓洞悉先机运筹帷幄,未来理想理财必定能够引领整个马来西亚的寿险理财业。展望未来,理想理财将继续以专业的理财咨询规划,诚信和高品质的服务以及回馈至上的精神在这个领域中发展,落实团队的使命之一,致力提高寿险业务人员的社会形象和地位,最终实现理想理财的愿景,成为马来西亚寿险理财规划公司的典范与楷模。

Great Ideals, a distinguished financial planning advisory group was established in 2010, headquartered in Kuala Lumpur and has branches across Peninsular Malaysia, namely Seremban, Johor Bahru, Penang with the latest addition to the group - Batu Pahat. It hopes to expand widely across the nation by grooming a pool of talents through series of successful and proven entrepreneurial and innovative business model. Great Ideals breaks away from the traditional business model to stay relevant to the heightened consumer expectations and rapidly changing market conditions. Consumers are becoming accustomed to immediate accessibility of information; they expect seamless professional service for a truly personalized experience that suits their every need. Great Ideals is staying ahead of the game!

Great Ideals has successfully integrated various individual expertise in the area of banking, taxation, law, investment, sales to provide a full range of financial services that creates more value to the industry. Driving towards professionalism to become the exemplary agency in the financial services sector is Great Ideals’ mission. Since its inception, Great Ideals emphasizes exceptional customer experience in providing thorough financial management as a whole for individuals, families and businesses to attain fulfillment in every aspects of life It strives to cultivates excellent entrepreneur culture in the group with wide range of business strategies, coupled with comprehensive training system and the practical innovative model to groom every budding business partners to be a professional, ethical and highly qualified individual in the area of financial planning, helping them to achieve the desired standard of living.

With the focus on strategic solutions to further business goals, Great Ideals adopts a comprehensive system, infrastructure, entrepreneurial platform and business model. Within a short time span since inception, Great Ideals has successfully become the commendable agency in the life insurance business in Malaysia, having accomplished a series of record breaking achievements. Great Ideals has been honoured with a number of awards, repeatedly recognised as the industry leader, especially in the area of grooming and building budding entrepreneurs in the life insurance business. What awed the industry is Great Ideals managed to achieve the most number of Supremacy Qualifier Awards and most number of SES Qualifier Records, breaking the history record of the company annual incentive trip recognition. Not forgetting the Great Leader Builder Champion award is on the list, Great Ideals has managed to achieve the most number of builder leaders within the shorted time span. This greatly reflects on Great Ideals’ slogan "Join The Best, Be The Best" that the best is yet to come!

Tan Lay Seong, the founder of Great Ideals greatly believes in the business philosophy of contributing to the society. Despite his active involvement in the business as well as agency development, he never fails to contribute to the society by setting up Great Ideals Corporate Social Responsibility (CSR) Department, aim to promote a series of charitable activities coupled with trainings and coaching programs to drive the positive growth among youth. Over the last twenty years, this initiative has benefited many especially the youth. Great Ideals’ many years of dedication and commitment in this initiative is indeed exemplary and has won the recognition of many entrepreneur social responsibility awards. Great Ideals did not miss to be recognized and awarded the JCI Asia Pacific and Sin Chew Daily Enterprise Model Award – Corporate Social Responsibility Award in year 2016.

In year 2014 & 2015, Great Ideals is honored to be Malaysia’s only representative in the financial and insurance sector to have won prestigious Global Leadership Award -Financial Agency of the year as well as Global Branding Award – Global Icon in Financial Planning Insurance Sector. Great Ideals has become the reputable and commendable agency group established to-date, it has long has collaborated and exchanged ideas with the elite team from the industry locally and internationally, to master the latest market trends and seek more insights, ultimately to elevate the image of life insurance industry in Malaysia. Moving forward, Great Ideals strives to continue the professional and integrity approach in their practices to propel the business to new heights of success and growth, not neglecting the “back-to-society” spirit in pursuit of Great Ideals’ mission to be the role model of the industry.