WealthPro is a comprehensive Wealth Management Professionals community dedicated to helping individuals and businesses to protect, grow, and transfer their wealth with consulting, training, coaching & brokerage strategies.
Our team is composed of dedicated professionals:
Capital Market & Corporate Finance Specialist
Prof. Adler Haymans Manurung is an academic and practitioner in the fields of Portfolio Management, Capital Markets, Statistics, Investments, Finance, Derivatives, Financial Planning, Banking, Mathematics, Econometrics, and Economic Planning, Business Law, and Research Methods. He has experience spanning from 1987 to 2023 across various areas of expertise.
Wealth Management Specialist
With over 27 years of seasoned expertise in the banking industry, particularly in the intricacies of investment product operations, this journey has ultimately led to a profound understanding of financial planning and comprehensive wealth management. Moreover, hold certifications in the capital markets that are duly recognized by the OJK.
Collection / Bad Debt Specialist
He is the Owner & Managing Partner of P. Hadisaputro Law Office, working as a Lawyer, Curator, Mediator, Legal Auditor, Negotiator, Collection Practitioner, Facilitator, and Guest Lecturer at several reputable universities, with over 25 years of experience in his field. He previously had a 13-year career at the Astra Group (Collection, Remedial & Legal) and served as the Chairman of the Financing Mediation Agency, Pergadaian & Ventura Indonesia (BMPPVI) from 2016 to 2021.
Tax Specialist
A tax professional, tax consultant, tax lawyer and tax researcher with expertise in Indonesian taxation and international taxation including tax treaty, international tax planning, transfer pricing and interpretation of tax law with more than 25 years of experience. He began his career at Indonesia’s Tax Authority and also has various experience from tax consultant in Big Four, tax researcher of IBFD in Amsterdam and Kuala Lumpur, being tax expert in World Bank and ADB until being consultant for multinational and public company.
Global Investment Specialist
A professional analyst with nearly two decades of experience, excels in guiding organizations and clients through the dynamic cycles of growth and adversity. As a Co-Founder of Christmas Corporation and Head of Research at AIA Financial, he led research teams to achieve alpha targets, crafted tactical portfolio models, and delivered market insights.
Family Business Specialist
Freddy Liong, MBA, CBA, ACMC, is an experienced Business Coach and Consultant since 1997, specializing in family business transformation, business strategy, and corporate culture development. A graduate of Saint Louis University, Missouri, USA, Freddy holds multiple international certifications from the USA and Germany and has provided coaching and consulting to numerous Japanese and local companies. He is also the author of best-selling books such as *“Success@Work”* and *“Morning Briefing @ Work”*.
Investment & Product Specialist
With over 11 years of experience in the banking sector and more than a decade in the capital markets, hold recognized capital market certifications accredited by OJK. In addition to role as Director at Mitra Andalan, also serve as a Lecturer in Capital Markets and Investment at Bina Nusantara University. Has more than a decade experiences in helping clients to their Wealth Management needs.
Portfolio Management Specialist
One seasoned product manager with expertise in Investment Products with Singapore and Cayman Islands Fund Structures. He is part of core team that set up Mandiri Investment Management, a regional fund management company in Singapore. He is currently managing three investment funds catering to private banks and family offices of conglomerates.
We proudly serve a diverse range of clients, offering classified services tailored to their needs. From individuals to businesses, we've helped secure over 150+ portfolios.
Kami telah membantu lebih dari 3000 klien memberikan pendampingan dan konsultasi portofolio investasi yang terdiversifikasi.
Data Statistik:
3000+ Klien terlayani sejak 2011.
Rp 1,5 Triliun total aset yang dikelola.
Program pelatihan yang akan ditawarkan ini akan membantu peserta mengenali sindrom-sindrom yang harus diatasi saat memulai hidup mandiri, evaluasi kekayaan atau harta pribadi yang harus dilindungi, mengenal potensi diri dan cara menyalurkannya pada aktivitas yang sesuai, serta mempersiapkan diri memulai suatu usaha dengan dibekali pengetahuan dan ketrampilan dasar yang diperlukan sesuai bakat dan minat. Melalui proses pembelajaran yang interaktif dan pendekatan experiential learning, peserta akan mampu memotivasi diri dan siap memulai kehidupan mandiri
Data Statistik:
1.000+ Peserta terdaftar.
95% tingkat kepuasan peserta.
20+ Korporasi
Tim kami menguasai spektrum pelatihan yang luas, mulai dari peningkatan kinerja operasional hingga pengembangan kepemimpinan visioner. Dengan pengalaman telah bekerja sama dengan lebih dari 50 perusahaan, termasuk bank ternama, BUMN, startup, hingga UMKM. Beberapa tema unggulan meliputi:
1. Pilar Bisnis & Keuangan: +3000 peserta
Business Performance Improvement, Keuangan Berkelanjutan Sektor Perbankan, Credit Analysis, Financial Statement Analysis, Collection Management, Good Corporate Governance, Balanced Scorecard.
Program ini membantu institusi keuangan dan korporasi mengoptimalkan profitabilitas, mengelola risiko kredit, serta merancang strategi keuangan yang berkelanjutan.
2. Ekselen Penjualan & Pemasaran: +6000 Peserta
Selling Skill, Sales Management, Strategic Marketing.
Pak Sabar telah membekali ribuan tim sales dengan teknik negosiasi, manajemen pipeline, dan pemasaran berbasis data untuk meningkatkan konversi hingga 40%.
3. Kepemimpinan & Manajemen : + 1500 Peserta
Leadership, Problem Solving & Decision Making, Management Skills, Teamwork & Team Building, Managing Productivity.
Pelatihan ini dirancang untuk mencetak pemimpin yang adaptif, mampu mengambil keputusan berbasis data, dan membangun tim yang kolaboratif.
4. Pengembangan SDM & Komunikasi: +1500 peserta
Training Design & Training for Trainers, Training Evaluation, Communication Skills & Interpersonal Skills, Presentation Skill.
Dengan pengalaman lebih dari 20 tahun di bidang perpajakan, Andreas Adoe telah menjadi penggerak utama dalam edukasi pajak dan perencanaan keuangan baik untuk individu, korporasi, hingga lembaga internasional. Berikut adalah rekap pelatihan dan kontribusi beliau dalam dunia edukasi pajak di Indonesia dan regional Asia:
Statistik Portofolio Pelatihan
Andreas juga aktif menulis lebih dari 30 riset dan publikasi yang membahas:
Dr. Ir. P. Hadisaputro, S.H., M.H., M.M., C.L.A., C.I.R.P., C.T.L.C
Adalah seorang advokat senior, mediator profesional, kurator, dan praktisi penagihan berpengalaman dengan lebih dari 25 tahun karier di bidang hukum bisnis, kredit bermasalah, negosiasi & mediasi, dan legal audit. Beliau juga merupakan Managing Partner di P. Hadisaputro Law Office dan aktif sebagai trainer bersertifikasi BNSP
Statistik Portofolio
Topik Pelatihan Unggulan
Freddway Coaching & Consulting adalah konsultan spesialis transformasi dan suksesi bisnis keluarga (family business) yang telah berkiprah sejak tahun 2002. Dipimpin oleh Dr. Freddy Liong, MBA, tim ini menggabungkan pendekatan coaching, training, dan consulting untuk membawa bisnis keluarga ke tahap pertumbuhan yang lebih terarah, harmonis, dan siap lintas generasi.
