About us
A global financial institution, more than 40 years in the making
Money Concepts is privately held and completely free of product-provider influence — an independence that has shaped four decades of advice.
Company history
How we began
Money Concepts is a global financial institution with a rich history in the wealth management business of more than 40 years.
Money Concepts International Incorporation was founded in 1979. John P. Walsh, founder of Money Concepts, recognised major weaknesses in the distribution systems of the financial services industry, and dedicated his new company to solving these problems. Mr. Walsh created a “turnkey” Money Concepts Financial Planning Center that allowed community-based financial institutions, tax professionals and financial planners a structured way to offer their clients and customers holistic financial planning and wealth management solutions.
Money Concepts is a privately held company, completely free of the influence of product providers. Today there are more than 700 Money Concepts Planning Centers throughout North America, Europe and the Pacific Rim.
Money Concepts Asia
Our arrival in the region
In 2000, Money Concepts found that wealth management concepts were not generally adopted in the Asia region, and has been the pioneer in bringing Money Concepts into Asia. The President of Money Concepts in the Asia Region leads the company to extend its unique financial planning concepts across the region, especially in the Greater China market.
With our determined and consistent endeavour to make professional financial planning available to everyone, Money Concepts (Asia) is now one of the largest financial planning firms with a great reputation within the community.
- Years of heritage
- 40+Years of heritage
- Planning centres worldwide
- 700+Planning centres worldwide
- Founded in Florida, USA
- 1979Founded in Florida, USA
- Established in Asia
- 2000Established in Asia
Our philosophy
Five principles we will not trade away
We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate.
We regard all associations as a trust and give our total attention to the best interest of our clients, now and in the future.
We insist that all arrangements must work equally well for all parties in both human and financial terms.
We will not associate ourselves with products or services that we cannot believe in and use with pride and integrity.
We will constantly be alert to changes in markets, products, regulations, and the economy for the opportunities they may create.
Strategy & purpose
Tailor-made planning for individuals, corporations and institutions
The company’s principal objective is to deliver professional financial planning services through establishing and supporting an international network of identifiable Money Concepts Financial Planning Centers.
In order to further develop the Money Concepts global network in the Asia region, we provide various localised services and products to our clients, looking for every treasured opportunity to build our brand and operate marketing activities with the help of partners across Asia.
Awards & Corporate Social Responsibility
Over the years Money Concepts (Asia) Holdings Ltd has been recognised across the financial planning industry for its service standards and contribution to the community — including Money Concepts’ placement on the INC. 5000 list in 2016.
- INC. 5000 fastest-growing companies (2016)
- Recognised training provider by the IARFC
- Long-standing community and education initiatives
Milestones
Four decades of building the network
- 1979
Money Concepts International founded
John P. Walsh recognised major weaknesses in the distribution systems of the financial services industry and dedicated his new company to solving them.
- 1980s
The turnkey planning centre
Mr. Walsh created a turnkey Money Concepts Financial Planning Center, giving community financial institutions, tax professionals and planners a structured way to offer holistic financial planning.
- 2000
Money Concepts enters Asia
Recognising that wealth management concepts were not generally adopted in the region, Money Concepts pioneered its entry into Asia and the Greater China market.
- Today
700+ planning centres worldwide
Money Concepts operates throughout North America, Europe and the Pacific Rim, and is one of the largest financial planning firms in Asia by reputation and reach.
Next Steps…
Speak with a Money Concepts adviser about your financial plan, family office needs or corporate structure.