UPG ZOIS

Making a Difference to your Financial Future

OUR SERVICES

Insurance Planning

It safeguards yourself and your family against life ’ s uncertainties with well-structured protection plans such as life insurance, critical illness coverage, total permanent disability protection, medical and hospitalisation insurance. We also help you review and optimise your insurance plans to ensure you have adequate coverage with minimal financial gaps and unnecessary overlaps.

Education & Retirement Planning

We work with you to design a tailored plan that balances protection, savings, and growth, ensuring your children receive the best opportunities in life. Besides, we help you build a comprehensive retirement roadmap that grows with you to ensure comfort, independence, and peace of mind throughout your later years.

Mortgage Consultation

Our Mortgage Planning services are designed to help you manage your housing loan effectively while protecting your family from unexpected financial burdens.

Estate Planning

Our professional guidance helps you put the right structures in place so your legacy is preserved with clarity and care. A well-structured estate plan helps protect your wealth and provides peace of mind for you and your family.

Employee Benefit

Our Employee Benefit Planning services help businesses create comprehensive, cost-effective benefit solutions that support both employer and employee needs.

New product development

We are continuously working towards expanding our existing product line. We work constantly in identifying new factories for our customers growing business needs. To streamline this process, we visit factories and regularly attend major textile fairs around the world.

Our Story

Company Background

UPG’s Group was established in year 2002. UPG ZOIS is one of the members of UPG Group. We were founded in an entrepreneurial spirit, and that attitude remains a vital part of our culture. Our team is driven by integrity with a singular focus on doing what is right for our clients. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Story

Company Background

UPG’s Group was established in year 2002. UPG ZOIS is one of the members of UPG Group. We were founded in an entrepreneurial spirit, and that attitude remains a vital part of our culture. Our team is driven by integrity with a singular focus on doing what is right for our clients. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Agent

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News & Events

Events

Wealth Flow Game at Taylor University

We recently conducted a Wealth Flow Game session for Taylor’s University finance...
Events

AIA Fitness Assessment

The AIA Fitness Assessment at Fitness First Bukit Tinggi was conducted as part of the...
Events

Hospital tour at Columbia Asia Bukit Tinggi

We conducted a hospital tour at Columbia Asia Hospital Kota Kemuning with the...

Business Partner

Testimonial

Very very professional team👍

I met a not very responsible insurance life planner before, and I didn't know what I bought; I met the life planner Alyssa to help me analyze the status of my existing insurance policy for free, and they also gave customers better advice based on my current financial status.

Very recommended 💯

Mancie Chua

Sad Tin Leao & Jacky Teh provides professional services, in addition to basic life insurance services, professional financial management consulting, savings and retirement packages, etc. Provide quick reply and help when you need to consult hospital admission and claim insurance coverage. Like it very much! 👍👍👍

YS Koo

I am extremely happy with Ms Stacy helpful, efficient and friendly services. I highly recommend her to anyone looking for an agent that responsible and put customers first.

Lobelia Hpl

I’m grateful to have Stacy as my insurance agent, she is very responsive and understand well about my needs. With her professional services, I managed to get the offer letter in just less than a month. Highly recommended agent.

Hana Tan

I had an excellent experience with Stacy as my insurance agent. When I was recently hospitalized, she explained my coverage clearly and guided me through the entire claims process step-by-step. Stacey was patient, responsive, and very thorough. Thanks to her support, everything was handled smoothly, and I could focus on recovering without added stress!

Priyanka Devi

Lester showed professionalism and really good product knowledge - tailoring my plan according to my interests, whilst also recommending me additional add-ons that would be suit my current and future needs. He was also very open to questions and would always get back to me ASAP if he didn't know the answer on the spot.

Khaled

I truly enjoyed engaging with Pei San. She was very patient, clear, and reassuring throughout the process, which made everything easy to understand and comfortable for me. I really appreciate how she took the time to explain each detail without any pressure, and I felt well taken care of.
Happy to support her and be part of her journey as a wealth advisor ✌️✌️

Yun

Pei San is professional and knowledgeable in her trade. Her approach to her clients is very genuine and truly shows her concern for them. She offered practical insurance and investment insights tailored to my financial situation, and described everything in simple terms. She is a go-getter, and I can see that she puts in extra effort with all her clients. Strongly recommend to anyone seeking similar services!

Jimmy Choy

I appreciate how Pei San takes a holistic approach to financial planning. Beyond insurance, she also advised me on savings and retirement planning based on my needs. Pei San is able to clearly articulate the principles and purpose behind each proposed insurance policy. She is responsive, patient, detail-oriented, and accommodating. I highly recommend her services.

CM Chew

谢谢joanne 服务真的很到位。在我需要时会第一时间回复你也会一直很帮助我怎么去做claim。没事时也会来自朋友的关心。她不是跟你推什么保单哪些 就闲聊关心😆真的是很棒的agent。给你五颗星⭐⭐⭐⭐⭐。也荣幸你成为我的AIA AGENT 🥰
100%大力推荐💪💪

Jiu Ling

I would like to express my sincere appreciation to my insurance agent, Mr. Tan Chee Yi, for his outstanding service and dedication. He is always very responsive to my queries and takes the time to explain my policy clearly and patiently.
During my recent hospitalization, Mr. Tan provided prompt, kind, and efficient assistance, which greatly eased my worries during a stressful period. His professionalism, reliability, and genuine care truly set him apart. I am very grateful for his support and would highly recommend him to anyone seeking a trustworthy and attentive insurance agent.

Shaikh

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