About Us
For more than 15 years, Rockwills Malaysia has been a trusted friend for clients in safeguarding their families—both for the present and the future. We specialise in creating comprehensive estate plans, also known as “I Love You” plans, to help you strategically preserve diverse asset portfolios for the benefit of your loved ones with ease.
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Our Vision & Mission
We aim to be the guiding light in estate planning by illuminating the path to financial empowerment and secure legacies for families.
This is achieved through comprehensive estate planning expertise, personalised guidance, transparent communication, and accessible financial literacy education.
Meet Our Award-Winning Estate Planners
Jessie Ooi Hooi Fong
Senior Estate Planner, Licensed Financial Planner, and Licensed Coach for Wealth & Joy Education
With more than 15 years of experience, Jessie Ooi has touched the hearts of thousands with her passion for helping families navigate challenging moments through wealth planning knowledge and estate planning expertise. She firmly believes that financial literacy and proper estate planning can transform lives and impact generations. Before joining Rockwills, Jessie worked as an accountant for over 10 years in various multinational companies. In 2008, she decided to transition her career to pursue her dream of becoming a Professional Estate Planner. The real-life experiences of her father and grandfather, who did not plan their legacy and assets, inspired her to step into the industry.
To pursue her passion in the estate planning field, Jessie obtained professional qualifications, including Associate Estate Planning Practitioner (AEPP) and Certified Financial Planner. With her accounting background providing a deep understanding of complex financialmatters, Jessie can assist her clients in developing comprehensive estate plans to maximise wealth preservation and minimise potential liabilities, ensuring a secure future for their beneficiaries.
As a practising estate planner in Malaysia focusing on comprehensive estate planning involving Wills and Trusts for individuals and business owners, Jessie has earned the trust of clients and achieved multiple awards at Rockwills, including:
- Rockwills 100k Club Member 2009 – Present
- Rockwills Golden Club Member 2009 – Present
- CEO Award Winner 2009 – Present
- Rockwills Hall of Fame Family Foundation Advisory Awards Year 2020
Stanley Hon
Licensed Financial Planner and Member of Million Dollar Round Table (MDRT)
Stanley Hon is a Licensed Financial Planner. He has 20 years’ experience in corporate finance and financial services industry. He also a licensed Capital Market Service Representative License (CMSRL) from the Securities Commissions of Malaysia and a consistent member Million Dollar Round Table (MDRT).
An Accountant by profession for over past decades, Stanley was a victim of financial crisis as his family’s neglected on planning for long-term care on diseases and elderly, he nearly fell into bankruptcy after liable to pay for family members expensive medical bill which inspired him to help more families improve their financial literacy.
A true believer of holistic financial planning, Stanley committed helping his clients ranging from businessman, professionals and business executives with all their financial planning needs covering the whole spectrum of wealth management solutions from cash flow planning, wealth protection, retirement to comprehensive estate planning and philanthropic planning. He enjoys working with clients to assure their financial wishes come true.
Client interests are his top utmost priority. He offered independent and truly unbiased advice that is not influenced by the vested interests of any fund house and insurance company or any other financial institutions. He has managed client life insurance portfolio more than RM600 millions sum insured to date, catered for different clients need and financial objectives qt various life stages.
Stanley has been invited to MNCs such as Axiata Celcom, P&G, Shell, UEM Sunrise, Volvo Malaysia, Munchy, Sunlife Insurance and many more, conducting training programs and workshops on financial planning. With his depth knowledge on insurance practice methodologies, practical insights, claims mechanism that benefited many working executives and their families.
He appeared in radio shows to shares his insights and experience on long term care financial planning. He is also appointed as Academic & Industry Advisory Board (AIAB) Member for Diploma in Finance, Entrepreneurship programme for Sunway College Kuala Lumpur since year 2021.
- NAMLIFA AKARD Gold Awardee, Year 2009
- Top Advisor, Insurance Planning, FA Advisory Sdn Bhd (Year 2010 – Present)
- Million Dollar Round Table (MDRT) (2020 – Present)
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