Making a Difference
to your
Financial Future

My Story
Attracted by the fulfilment of a meaningful career, I joined the financial services industry to make a difference to people’s lives. As a strong proponent of integrated financial planning that centers on an advisory model that is solution-oriented and focuses on the discovery and attainment of goals, many clients have changed their perspective towards managing their finances after meeting me.

My Services

Money Management

The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.

 

 

 

Risk Management

Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.

Wealth Management
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.

My Professional Certifications and Licenses

Certified Financial Planner (CFP) - Financial Planning Association of Malaysia (FPAM)
2014
Finance Accreditation Agency (FAA) - Certified Training Professional (FCTP)
2020
Capital Market Services Representative License (CMSRL)
2015 to current
International Coaching Federation (ICF) Certified Results Coach

2021

Financial Roadmap

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Simple financial concepts that everyone can adopt to improve their financial situation immediately!
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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

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