WHO WE ARE

“Capital CAK– Is a leading provider in corporate and personal financial services, offering risk management solution to more than a thousand Malaysian corporations, families and individuals in the past 35 years.“

Experiences with humanisation.

Incorporated for over 35 years ensures experience, knowledge and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to plan– we believe every client is unique and our approach is tailored accordingly.

Built with integrity, commitment and innovation.

Known for our ability to dissect complex, detailed and often misunderstood wording and policies, we are skilled at identifying weaknesses and proficient in highlighting opportunities for you. Our “less jargon, more insight,” approach to business provides clients with the confidence that a best fit product will always be in place and that attention to detail from specialist account managers is ongoing.

Vision

To be recognized as the most respected and trusted financial provider to our clients, our partners, our affiliates and our communities.

Mission

Dedicated to provide quality financial risk management while operating with a philosophy that relationships with clients and community matter most.

Company Milestones

  • 1983 -The Founder

    The first founder started his career in financial service at just 27, authorized representative for Universal. He quickly rose through the ranks, and after 5 years, Cak was formed.

  • 1988 - Life Insurance Expert

    The Cak became an expert agency in Life Insurance industry and growth from 2 people to a team of 80 partners.

  • 2003 - Top Agency in Region

    CAK became the top agency in the region. Same year AEG Group was formed to nurture a pool of new talents. However many thought there was no place or need for professional financial risk management but the Cak soon build a reputation.

  • 2005 - Restructure of Management

    Meanwhile, in 2005 Cak relocated the firm in Intan Millennium Square and the company become operate as a financial hub and also to fit the growing team. 

  • 2008 - on the trend of the Industry growth with various financial advisory services

    When the industry revolution of the late twenty century helped transform insurance providers into a financial advisory profession. Cak founder were center stage pioneering the industry.

  • 2012 - Diversify into Different Sectors

    The Cak network was formed in 2012, when the founder merged along with their respective partners. With the vast experience and support from current client base, Cak had extended its support to different sectors of the industry.

  • 2018 - Capital Cak was found

    Through helping other organizations mitigate risk and grasp opportunities, we can drive positive, sustainable change for clients, our people and society at large. The Capital Cak got its start operate in Malaysia and collectively served close to 3000 clients, serving the needs of business, governments, public sector agencies, not-for-profits and through Capital Cak financial risk management. Expanding into brick and mortar with financial retailing service centers. Work with corporations to support the growing industry.

     

  • 2020 - The innovation continues

    And we didn't not stop innovation there. In the mid-90's, Capital Cak was one of the pioneer providing financial risk management and the first to create an online platform.