MWMC Wealth Planners
Advisor Portal
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My Cases
Case Tracking
General Insurance
General Insurance provides protection for your assets and liabilities — covering motor vehicles, property, travel, personal accident, and more. Submit your client's application via the Google Form and track the case status here in real time.
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Will & Legal
A Will is a legal document that ensures your assets are distributed according to your wishes after passing. Our Will & Legal services help clients write, store, and execute their wills professionally — providing peace of mind for them and their loved ones.
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Unit Trust
Unit Trust is a collective investment scheme that pools funds from investors to invest in a diversified portfolio of assets — including stocks, bonds, and money market instruments. It offers a professionally managed, accessible way for clients to grow their wealth over time.
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Internal
Department
Operations
Forms & Admin
Business Dev
Growth & Referrals
People & Culture
Team & Recruitment
Support
Contacts & Help
Operations
Responsible for the day-to-day running of the company — ensuring smooth administrative processes, agent support, and operational efficiency across all branches.
Forms & Requests
Request Form
New Agent Registration, Agent Profile Update, Name Card Printing, Borrow PCE / CEILLI Book.
Order Form
Place internal orders for stationery, marketing materials, and other company supplies.
Service Provider Registration
Submit your registration to be listed as an authorised MWMC Marketer under the company.
Business Development
Drives business growth through new client acquisition, referral systems, sales pipeline management, and content marketing — bringing MWMC's value to a wider audience of potential and existing clients.
Resources
Referral Form
Submit a client referral to the Business Development team for follow-up and conversion.
BD Resources
Sales toolkits, marketing materials, presentation decks, and content resources for business development.
People & Culture
Builds a team culture rooted in shared values — encompassing talent recruitment, team morale, and member care to shape the unique sense of belonging that defines MWMC.
Resources
Application for GE Agent
Submit an application to become a registered Great Eastern agent under MWMC.
Recruitment Form
Refer a potential candidate to join the MWMC team. Share this form with prospects.
Support
Key contact details for the MWMC Business Centre, internal support, and our strategic partners. For system issues, please email the admin team directly.
MWMC Business Centre
Johor Bahru
Business Centre
Address
02-08, Jalan Austin Perdana 2/23, Taman Austin Perdana, 81100 JB
Kuala Lumpur
Business Centre
Address
Kuchai Sentral, Jalan Kuchai Maju 9, Taman Kuchai Jaya, 58200 KL
Contact & Email
Same for both branches
Office
Hotline
Strategic Partners — Life Assurance
HQ
Menara Great Eastern, 303 Jalan Ampang, 50450 KL
JB
Wisma Great Eastern, 02-01, Blok A, Komersial Southkey Mozek, Persiaran Southkey 1, 80150 JB
Customer
Agent
Road Assist
SA / ESO
Supreme Assist & Executive Second Opinion
Strategic Partners — General Insurance
JB
Wisma Great Eastern, 03-01, Blok A, Komersial Southkey Mozek, Persiaran Southkey 1, 80150 JB
Tel
Road Assist
+603-76283722 (24/7)
JB
#03-01, Block C, Komersil Southkey Mozek, Persiaran Southkey 1, Kota Southkey, 80150 JB
Road Assist
1800 22 5542 (24/7)
JB
Suite 25.02–25.04, 25th Floor, Public Bank Tower, Jalan Sultan Sulaiman, JB
Road Assist
1300 88 1138 / +603-79890311 (24/7)
JB
Suite 9.2, Level 9, Menara Pelangi, No. 2, Jalan Kuning, Taman Pelangi, 80400 JB
Road Assist
1300 88 1301 / +603-20535800 (24/7)
Strategic Partners — Will & Legal
HQ
Wisma Rockwills, Off Jalan Klang Lama, 62, Jln 2/131a, 58200 KL
JB
28, Jln Kempas Utama 2/2, Taman Kempas Utama, 81300 JB
Tel
Strategic Partners — Unit Trust
HQ
Level 32, Exchange 106, Lingkaran TRX, 55188 Tun Razak Exchange, KL
JB
23 & 23A Jalan Harimau Tarum, Taman Century, 80250 JB
Tel
Resources
Tools
Planning Calculators
Interactive tools for financial planning and client needs analysis
Retirement Planning
Estimate how much your client needs to save to achieve their desired retirement lifestyle.
Education Fund
Plan ahead for your client's child's university education costs with inflation-adjusted projections.
Insurance Needs
Calculate the recommended coverage amount based on your client's income, liabilities, and dependants.
Savings & Compound Interest
Illustrate the power of compounding and project future savings value over time.
Loan & Mortgage
Calculate monthly repayments, total interest payable, and amortisation schedule for any loan.
Inflation Impact
Show how inflation erodes purchasing power over time and the real value of your client's savings.
Forms & Reports
Client data collection and financial planning report templates
Know Your Client
Capture essential client background information including identity for compliance and planning purposes.
Data Collection
Collect comprehensive client information including personal details, financial goals, assets, and liabilities for financial planning purposes.
Will Instruction
Capture your client's will instructions including asset distribution wishes, executor and beneficiary details for will drafting.
WealthCheck
A comprehensive financial health check report that reviews your client's current wealth position, gaps, and recommended next steps.
Financial Analysis
Generate a detailed financial analysis covering income, expenses, protection gaps, and investment recommendations for your client.
External Links
Quick access to partner portals and systems
MWMC
Great Eastern
GI Partners
Will & Legal
Circulars
Company Circulars
Manage mode — showing all circulars including drafts
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Events
Events & Activities
Manage mode — showing all events including drafts
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Resources
Library
Google account required. These folders are restricted to authorised MWMC advisors. Please ensure you are signed in with your Google account before opening any folder.
Company
Company information and partner resources
Sales & Marketing
Marketing assets and product information
Advisor Resources
Guides, programmes, and development materials for advisors
Guide — Advisor
Step-by-step advisor guides, SOPs, onboarding materials, and operational references.
Guide
Open Folder
Program — New Gen
Development programme materials, milestones, and resources for New Gen advisors.
Programme
Open Folder
Program — Advisor
Advisor development programme materials, incentive schemes, and career progression resources.
Programme
Open Folder
Profile & Settings
Admin Panel
User Management
| Advisor Code | Display Name | Username | Role | Reports To | Status | Last Login | Actions |
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