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Petaling, Selangor
I am passionate in providing comprehensive financial advice and planning for families, professionals, retirees and small-business owners who are unsure about their fin...Read more
Comprehensive Plan Health Care Planning Financial Security Credit Protection + 3Selangor, Petaling Jaya
5 years back, one of my clients was in tears due to her retirement issue, from then onwards I realized that many Malaysians are unable to retire, due to insufficient r...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Petaling, Selangor
Prior to joining this career, I had 8 years of corporate experience and it allowed me to understand the various challenges faced by full-time employees. Due to their s...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Cheras, Kuala Lumpur
I graduated with a Degree in Applied Finance from UNISA and obtained my CFP certification in 2014. Seeing myself as an educator, I strive to guide my clients to avoid ...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 1Selangor, Petaling Jaya
I strongly believe in the ability of financial planning to make a difference in people’s lives. This belief together with my passion has helped me to achieve remarkabl...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Wilayah Persekutuan Kuala Lumpur - Kepong
A Financial Plan is a blueprint containing a person's current money situation, short-term, medium-term, and long-term monetary goals, as well as strategies to achieve ...Read more
Comprehensive Plan Health Care PlanningMelaka Tengah, Melaka
Are you confused about all financial products out there? Worry about making wrong decision and loss a lot? I can provide independent advice for your problems as well a...Read more
Health Care Planning Retirement Planning General Accumulation / Emergency Money Child Tertiary Education PlanningPetaling Jaya, Selangor
Financial planning is deeply heartfelt because I experienced its importance first hand. Due to low financial literacy, my family had gotten a significant amount of mon...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Petaling Jaya, Selangor
I chose a career in financial planning because I believe by empowering Malaysians with the right financial planning advice they will be more confident in living their ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Petaling, Selangor
Financial planning practice is a mix of Science and Art and a good planner must be able to pull both elements together in harmony. Science is competency & know-how, Ar...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Segambut, Wilayah Persekutuan Kuala Lumpur
I hold a degree specializing in Islamic Financial Planning and subsequently joined the financial planning profession to help clients to achieve their financial goals. ...Read more
Comprehensive Plan Health Care Planning Retirement Planning General Accumulation / Emergency Money + 1Wilayah Persekutuan, Kuala Lumpur, Titiwangsa
I have advised clients to make confident decisions in their financial plans since 2015. My goal is to help clients protect, restore, and maximize their wealth using ar...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Puchong, Selangor
Felix is the Director of Financial Planning at Finwealth Management Sdn Bhd. He is licensed as a Financial Planner by the Securities Commission of Malaysia and a Finan...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Selangor, Sepang
I have 15 years of experience in the banking & finance industry, premier banking wealth management, helping high net worth individuals & retail clients with banking se...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Kota Kinabalu, Sabah
Both my Master's & Bachelor's degrees are in Economics & Finance. My financial expertise is mainly in investment planning.
Comprehensive Plan Financial Security Credit Protection Retirement Planning + 2Pulau Pinang - North-East Penang Island
I am passionate about providing unbiased comprehensive financial advice and solutions for clients to achieve their financial goals. I have worked with fresh graduates,...Read more
Estate Planning Comprehensive Plan Financial Security Retirement Planning + 3Wilayah Persekutuan Kuala Lumpur - Lembah Pantai
I am the founder and current CEO of Uno Advisers, having been in the financial planning industry for over a decade. Prior to that I graduated from the London School of...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Johor Bahru, Johor
I graduated with a Diploma in Business Management from Tunku Abdul Rahman College, Setapak, Kuala Lumpur and also with ICSA, becoming Associate Member (ACIS) of The Ma...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Kuala Lumpur
If you have financial goals to attain, then it is advisable to consult a Licensed Financial Planner to help to create and implement your financial plan. Yong Chun W...Read more
Estate Planning Health Care Planning Financial Security Credit Protection + 4Pahang - Kuantan
I was a Professional Engineer registered with the Board of Engineers Malaysia, with more than 20 years experience in Sales Management, Project Management & Service Man...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5KL Sentral, Kuala Lumpur
Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Contact Centers, Management, Financial Risk...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Johor Bahru, Johor
I provide overall financial planning services and consultation from fundamental management of liability, cash flow and net worth, risk management, optimising investmen...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4North Seberang Perai, Penang
I specialize in providing financial advisory services (financial planning, insurance planning, investment planning, estate planning) for businessmen and doctors. 90% o...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Melaka - Melaka Tengah
I have 20 years experience in life insurance industry with AIA and Allianz since year 2000. I also provide value added to my client for unit trust investment with Publ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Melaka Tengah, Melaka
As a financial planner, I will assist and guide you on the way you manage your money and your time to reach your financial goals, so that you can do the things you wan...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Bukit Bintang, Wilayah Persekutuan Kuala Lumpur
I am fully licensed financial planner that helps client look at their cashflow, assets, liabilities and total net worth and draw up a plan for their future retirement...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Kuala Lumpur, Kepong
I am a Licensed Financial Planner who provide holistic financial planning to an individual especially family with children, working adult, retiree and SME owner by und...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Johor Bahru, Johor
I'm your one-stop financial solution, offering extensive range of financial products and unlimited asset types to choose from. Its diverse range of financial solution ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Seputeh, Wilayah Persekutuan Kuala Lumpur
I help working professionals in their 20’s to 40’s build financial plans that help them live their best life today, by planning responsibly for tomorrow.
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Pulau Pinang
I help my clients to achieve their financial goals through proper comprehensive financial plan. I also provide unbiased and independent professional financial services...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Kuala Lumpur
During my career as a financial planner, I am responsible for helping clients avoid financial mistakes, providing neutral advice, and assisting them with planning thei...Read more
Comprehensive PlanPetaling, Selangor
I have 7 years experience in financial industries, started my career in an audit firm, financial management and now financial planning. My passion is to empower finan...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Selangor, Hulu Langat
A licensed financial planner with 6 years of experience in banking and 4 years of experience in comprehensive financial planning. I'm passionate about learning, writin...Read more
Estate Planning Comprehensive Plan Health Care Planning Child Tertiary Education PlanningKinta, Perak
I am passionate in helping my clients who are mainly business owners, engineers and executives to organise the finances of their family. These include from cash flow m...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor - Petaling Jaya
Salam Sejahtera, I am pleased to introduce myself as your Financial Advisor as you going to be advised as part of my passion to be financially independent sooner or la...Read more
Comprehensive Plan Credit Protection Succession PlanningBased in Kuala Lumpur, Selangor, Semenanjung Malaysia
“Its heartbreaking to feel helpless. When you are unsure of your financial status to make an ends meet” That’s what I witnessed from people around me, hence I decid...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 1Selangor, Petaling Jaya
Financial Planning or Financial Coaching? What’s your need? If you have financial issues to resolve or financial goals that are challenging to achieve, then good to ha...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Petaling, Selangor
I am committed to providing holistic financial planning for professionals, business owners and affluent clients. As a Chartered Certified Accountant prior to embarkin...Read more
Estate Planning Comprehensive Plan Financial Security Credit Protection + 2Selangor - Petaling Jaya
I’m a financial planner passionate about serving individuals, families & business owners to help them overcome their financial issues, make better financial decisions,...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Petaling, Selangor
I believe in the holistic financial planning that minister into the soul of my clients than just focusing on their numbers alone. When the heart is made right, the num...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Johor - Segamat
Hi everyone, thank you if you’re reading this with a happy heart I am a licensed Financial Planner (CFP) with CMSRL and FAR accreditation. After on-ground with few...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Wilayah Persekutuan Kuala Lumpur - Wangsa Maju
I'm a Licensed Financial Planner who holds a Bachelor of Financing & Accounting (Hons) from the University of Abertay Dundee and currently a certified ACCA member. ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Klang, Selangor
I have been in the financial services industry since the year 2003. Prior to that, I was in the corporate world for fifteen years with working experience in accounti...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Sabah, Tawau
I started my career in a finance company for 15 years (1987-2002), tied insurance agents (life & general) and unit trust consultant (unit trust investment & Will writi...Read more
Estate Planning Comprehensive Plan Health Care Planning Credit Protection + 2Setia Alam, Selangor
2018 was the 10th years Anniversary for me in the Financial Service Industry. I completed the CFP Exam in 2013 with 1 Award of Excellence (Module 2: Risk Management & ...Read more
Estate Planning Health Care Planning Retirement Planning Wealth & Investment Portfolio ManagementSelangor, Petaling Jaya
I hold a Bachelor of Biomedical Science from Monash University, having started my career in the medical line, I now have been involved in the insurance industry for th...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Johor Bahru, Johor
Financial planning is about loves, hopes and dreams. Having worked in the financial industry for over 10 years , I build strong connections with my clients and forge a...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Petaling Jaya, Selangor
My expertise is in wealth creations, accumulation, preservation & income-plan distribution by assisting Individuals, Entrepreneurs and SMEs to achieve financial indepe...Read more
Health Care Planning Financial Security Credit Protection Retirement Planning + 3Mont Kiara, Seputeh, Kepong, Selayang, Batu Caves
According to research, most of the financial mistake had done by impulsive emotion decision, and emotion is the by-product of our daily spending behavior, to overcome ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Petaling, Selangor
My favourite quote from Zig Ziglar is “You will get all you want in life, if you help enough other people get what they want”. Serving the financial industry for mo...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Sepang, Selangor
I have more than 10 years of experience of providing financial solutions to help enhance the life of Malaysians. I also have leadership qualities such as management an...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Penampang, Sabah
I started my career as an Engineer in year 2000. I have always been interested in the subject of finance because money is like fuel to your car that will take you to y...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Bukit Bintang, Wilayah Persekutuan Kuala Lumpur
Rafiq Hidayat is the Managing Director at Wealth Vantage Advisory Sdn. Bhd. (WVA). After graduating with a BSc in Mechanical Engineering from the Massachusetts Ins...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4North-East Penang Island, Pulau Pinang
You can't go wrong with any of my peers in this list. They're respectfully qualified and certified. But here are 3 tips : #1 Pick someone whose values and beliefs in...Read more
Comprehensive Plan Financial Security Retirement PlanningWilayah Persekutuan Kuala Lumpur - Wangsa Maju
I practice unbiased holistic advisory and believe that when I take care of my client's needs first, my needs will also be taken care of. Financial planning is all ...Read more
Comprehensive Plan Health Care Planning General Accumulation / Emergency Money Child Tertiary Education PlanningJohor Bahru, Johor
I strongly believe that Everyone needs financial planning in life, it is a matter of how well you do it on your own. I am specialized in understanding Personal and Cor...Read more
Estate Planning Comprehensive Plan Retirement Planning General Accumulation / Emergency Money + 2Wilayah Persekutuan Kuala Lumpur - Kepong
I am a Shariah Registered Financial Planner whose main focus is on providing services that are Shariah-compliant to Muslims and non-Muslims alike. My services include ...Read more
Estate Planning Comprehensive Plan Retirement Planning General Accumulation / Emergency Money + 1Petaling Jaya, Selangor
It is for her passion for figures and financials that has led Fateen Rosli to embark on her career as a Licensed Financial Planner with Wealth Vantage Advisory Sdn. Bh...Read more
Comprehensive Plan Health Care Planning Retirement Planning General Accumulation / Emergency Money + 1Pulau Pinang - South-West Penang Island
If you don't manage the wealth, the wealth will be away from you. Graduated with a degree in Accounting from the University Science of Malaysia (USM), I was an exte...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Petaling, Selangor
I strongly believed in fostering long-lasting relationships with my clients and journeying with them in paving a sustainable and rewarding life-long financial pathway....Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Seremban - Negeri Sembilan
I specialize in achieving and planning for financial independence as early as possible in life. This means finding out what gives you the most happiness, then creati...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 2
Selangor, Petaling Jaya
I am passionate about providing and sharing financial advice and planning for families, professionals, retirees and SME owners who are unsure about their financial opt...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Miri, Sarawak
I graduated in 1998 from University of Otago, New Zealand with Bachelor of Commerce. Having joined the financial industry in 2008, I apply my knowledge & skill to adv...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor - Petaling Jaya
I aim to help clients in achieving financial peace of mind through personalized and practical financial advisory. My approach is customer centric and goals oriented. R...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Kota Bharu, Kelantan
I'm an expertise in holistic financial approach to individuals and corporate bodies. My forte is in financial cash flow management, risk management, investment plannin...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Wilayah Persekutuan Kuala Lumpur - Setiawangsa
Graduated with Bachelor of Business Administration (Hons) and through the journey from a white-collar to a Licensed Financial Planner with CMSRL license from the Secur...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Wilayah Persekutuan, Kuala Lumpur, Wangsa Maju
A graduate from Business School, University of Edinburgh, Saidah Asilah landed her first career with Securities Commission Malaysia and today, she is a Licensed Financ...Read more
Estate Planning Comprehensive Plan Financial Security Credit Protection + 3Melaka Tengah, Melaka
Your trusted financial planner to achieve your desired life goals and aspirations
Comprehensive Plan Retirement Planning Succession PlanningMelaka - Melaka Tengah
The achievement of global and local recognition is the indication of the trust from the clients and also my commitment towards providing excellent consultation and ser...Read more
Estate Planning Health Care Planning Financial Security Retirement Planning + 2Petaling, Selangor
I am a financial practitioner and a financial coach. I have been in the financial industry for the past 10 years - began coaching clients since 2007. As a thrifty pers...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Petaling, Selangor
I am a Licensed Financial Planner attached with Wealth Vantage Advisory. As an accounting graduate, my dual certification helps me serve my multi-cultural clients bet...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5North-East Penang Island, Penang
I am a believer of financial planning as part of life stage planning.
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Petaling, Selangor
I help clients reach their financial aims. As the author of In/Outcome- Manage your Income, Achieve Great Financial Outcome, I believe that managing our hard earned in...Read more
Estate Planning Health Care Planning Financial Security Credit Protection + 3Segambut, Kuala Lumpur
Hello! Are you looking for a friendly financial planner who can be discreet, truthful, and passionate about her work? Let me be that person! I’ve helped numerous clien...Read more
Estate Planning Comprehensive Plan Financial Security General Accumulation / Emergency MoneySelangor - Petaling Jaya
I help finance professionals in the age group of 30-40's to live their best life through financial planning. I am a Licensed Financial Planner under Capital Market...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Johor - Johor Bahru
I am a Licensed Financial Planner with Expanded Scope. My forte is to advise individuals and corporations to plan for their life cycle phases. For instance - protectin...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Selangor - Klang
Hello, my name is Canace Tan. I am a practicing financial planner based in Klang Valley. I am passionate about helping individuals and families refine their path to ac...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 2Kinta, Perak
I offer comprehensive and unparalleled financial planning solutions specially tailored to empower you to meet your financial goals which include wealth creation, prote...Read more
Comprehensive Plan Health Care Planning Financial Security Credit Protection + 4Segambut, Kuala Lumpur
After being in audit for four years, I developed an appreciation to help others reach their financial potential. Hence, the start of my involvement in financial planni...Read more
Comprehensive Plan Health Care Planning Retirement Planning General Accumulation / Emergency Money + 1Petaling, Selangor
With more than 15 years of working experience and a PIONEER to be licensed in this industry, I'm positive that I am be able to assist you in achieving your financial g...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor, Kuala Lumpur
Greetings! I hold a Bachelor of Science degree from Michigan State University, the USA in 2004. I began my career as a Unit Trust Consultant in 2005 and currently a ...Read more
Comprehensive Plan Financial Security Retirement Planning General Accumulation / Emergency MoneyPetaling Jaya, Selangor
My profession is like a Financial "Keeper" - who stay into your best time and help you through during a hard time. “Putting client’s financial interest & needs FIRST” ...Read more
Estate Planning Comprehensive Plan Financial Security Retirement Planning + 3Selangor, Hulu Langat
I am a strong believer that everyone will be able to take charge of his / her life and be able to pursue life goals and dreams through effective financial management. ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Cheras, Wilayah Persekutuan Kuala Lumpur
Most people often not able to identify a full licensed person with an agent who only focuses in 1 area of planning. I would encourage people to approach me in order fo...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Hulu Langat - Selangor
Every individual deserves to have a financial plan by understanding his/her financial circumstances, and equipping themselves with appropriate solutions to achieve sho...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Seputeh, Kuala Lumpur
Many people dream of attaining financial security but fail to make it there, due to lack of guidance. Let me be your coach in your journey to your financial security ...Read more
Estate Planning Comprehensive Plan Health Care Planning Credit Protection + 4Petaling, Selangor
I have helped more than 100 families to preserve their wealth and protect their loved ones. With a background in Chemical Engineering, I was a senior lecturer in Unive...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 1Selangor - Hulu Langat
I graduated from University Putra Malaysia with a Bachelor of Business Administration majoring in Finance and a Diploma in Investment Analysis. Marketing is very synon...Read more
Retirement Planning General Accumulation / Emergency MoneyWilayah Persekutuan Kuala Lumpur - Wangsa Maju
Jake is a passionate and enthusiastic licensed financial planner & financial adviser representative with the goal of helping Malaysians improve their financial plannin...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Johor - Johor Bahru
I have 15 years of experience in insurance planning. Helping more then 500 families and individuals to plan for their life insurance. Through the journey, I found that...Read more
Estate Planning Comprehensive Plan Health Care Planning Child Tertiary Education Planning + 1Petaling Jaya, Selangor
If you’re a PROFESSIONAL MOM, my greatest respect goes out to you. It’s a tough job taking care of your family. As a working mom, there are so many roles you play ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor, Hulu Langat
I am currently a fully Licensed Financial Planner with FAR, PRS, UTS licenses. I am also a member of FPAM and ACCA which both are globally recognized professional bodi...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Pulau Pinang - South-West Penang Island
Being a victim of misrepresentation and misselling, I joined the financial advisory industry with the vision to provide logical financial advice and unbiased recommend...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Melaka - Melaka Tengah
I am a Degree holder and started my financial career with the Estate Planner role in first place in the Year 2017. I passed my RFP in the Year 2020. Now, I am a Li...Read more
Estate Planning Comprehensive Plan Health Care Planning Credit Protection + 3Cheras, Wilayah Persekutuan Kuala Lumpur
I believe everyone deserves to live the way they want in life. It is important for everyone to plan out their financial roadmap and optimise their available resources....Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Wilayah Persekutuan Kuala Lumpur - Bukit Bintang
I’m Edmund Bong Kie Boon, a licensed financial advisor under UOBKayHian Wealth Advisor. I can assist you with all kinds of financial services, from personal to corpora...Read more
Comprehensive Plan Health Care Planning Retirement Planning Child Tertiary Education Planning + 1Selangor - Petaling Jaya
Running a charity drive for my best friend at 19 years old - his leukemia treatment was purely funded through public donation. It was unforgettable witnessing the hard...Read more
Estate Planning Health Care Planning Retirement Planning Child Tertiary Education PlanningSelangor - Petaling Jaya
Deyendra Doshi is an Approved Financial Advisor (FAR) and licensed financial planner (CMSRL) with I-Max Financial Sdn Bhd. He has a Bachelor of Science degree from Uni...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Negeri Sembilan - Seremban
"Money isn't everything but everything needs money” Money not only comes from earning, it can come from different sources, depend on how we plan and utilize it. Thus, ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Sarawak - Kuching
I have been in the finance industry since 2008 starting with Manulife Insurance Bhd as an Insurance Agent. Promoted to Unit Manager in 2014. Obtained CUTE and PRS i...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Kuala Lumpur - Lembah Pantai
I strongly believe that personal finance is a personal journey. There is no one size that fits all. I want to be the GPS to your financial journey. The first step t...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor, Petaling Jaya
I graduated with a Degree in Finance from Multimedia University. I am passionate to provide financial planning because I believe managing personal finance should start...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 2Wilayah Persekutuan Kuala Lumpur - Bukit Bintang
My ambition in this career is to be the top recognized financial planner nationwide by committing to educate the public on the correct financial management mindset, kn...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor - Klang
As a financial planner, I'm registered by Bank Negara Malaysia. I holds the professional license of FAR (Financial Adviser Representatives), CMSRL (Capital Markets S...Read more
Comprehensive Plan Financial Security Credit Protection Retirement Planning + 2Selangor - Petaling Jaya
Jovie is a Licensed Financial Planner with Coreplus Advisory Sdn Bhd. She is a Registered Financial Planner (RFP) and holds a Bachelor of Business in Accounting and Fi...Read more
Estate Planning Comprehensive Plan Financial Security Retirement Planning + 3Selangor - Petaling Jaya
I am a Licensed Financial Planner (CFP CERT TM, RFP), specializes in helping families, especially those in 30-the 40s with children to achieve lifetime financial succe...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor, Petaling Jaya
Many individuals are concerned with the concept of financial freedom; thoughts about one's financial future may be the cause of much stress and tension. As a financial...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Kuala Lumpur, Bukit Bintang
I'm a finance graduate from IIUM and now a Certified Financial Planner. With 13 years of experience in the financial industry, I finally upgraded my career as a Licens...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Negeri Sembilan, Seremban
I am a financial planner and educator. And I’ve been on this path from debt to financial recovery in less than a year. I like to solve problems using a different way, ...Read more
Estate Planning Health Care Planning Retirement PlanningPetaling Jaya, Selangor
I believe the conventional financial planning practice of solely applying financial solutions doesn’t help clients much to achieve their financial goals; managing expe...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Petaling, Selangor
I started my advisory service in year 2010. I specialise in Holistic Wealth Management for individuals and Business Owners. Client Assets under my advice was RM336,01...Read more
Comprehensive Plan Family OfficeBukit Bintang, Wilayah Persekutuan Kuala Lumpur
I provide products and services for savings, investments, protection and distribution plans.
Estate Planning Comprehensive Plan Retirement Planning General Accumulation / Emergency Money + 1Petaling Jaya, Selangor
I was previously a chemical engineer in-charge of wastewater and water treatment plant process control and lead instrument engineer, for over 6 years. Following my d...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Petaling Jaya, Selangor
I am an experienced and competent investment professional. Let's start to take a good care in our financial health today, cash flow management, risk management, in...Read more
Estate Planning Comprehensive Plan Retirement Planning General Accumulation / Emergency Money + 1Pulau Pinang - North Seberang Perai
I worked under insurance line for more than 10years. Now i am as part of the advisor from FA Advisory Sdn.Bhd who can help individuals, family and business make inform...Read more
Estate Planning Health Care Planning Credit Protection General Accumulation / Emergency Money + 1Sabah - Kota Kinabalu
Throughout my 13-year journey in banking and finance services, I had witnessed many different outcomes and lifestyles of families through different formulas of financi...Read more
Estate Planning Comprehensive Plan Health Care PlanningJohor - Johor Bahru
Kenny’s passion is to help people and SMEs improve their finances regardless of market conditions. He strongly believes that everyone needs a financial plan to achieve...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 3Selangor - Petaling Jaya
“If you fail to plan, you are planning to fail”- Benjamin Franklin. Pursuing our life goals is never an easy journey, but I strongly believe that if we plan for it, ...Read more
Estate Planning Comprehensive Plan Health Care Planning Credit Protection + 3Wilayah Persekutuan Kuala Lumpur - Titiwangsa
I help professionals and families simplify finances & grow wealth with holistic financial planning. ✅Do you seek to achieve financial independence? ✅Do you desire ...Read more
Comprehensive Plan Health Care Planning Financial Security Retirement Planning + 1Johor - Johor Bahru
15 years experience in consultative approach with clients. 3 years experience in financial planning industry. My mission is to help professionals to ensure their...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3Selangor - Petaling Jaya
I'm Eunive, an Independent Financial Advisor or you can define it as your 'Financial Dictionary'. My job is to provide the right financial tools for you to achieve...Read more
Estate Planning Comprehensive Plan Financial Security Credit Protection + 2Selangor - Klang
A accountant by profession, I provide 𝑰𝑵𝑫𝑬𝑷𝑬𝑵𝑫𝑬𝑵𝑻 & 𝑼𝑵𝑩𝑰𝑨𝑺𝑬𝑫 financial advice in the full spectrum of financial planning with my 15 years of professional experience. ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Wilayah Persekutuan Kuala Lumpur - Kepong
Previously, I was in the insurance industry for 7 years. I realised that a holistic financial plan is not only about insurance, there are still many areas that clients...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 2North-East Penang Island, Pulau Pinang
Started estate planning since 1999 with Rockwills and today my firm has helped more than 5,000 families in planning and resolving their complex wealth preservation and...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Wilayah Persekutuan Kuala Lumpur - Bukit Bintang
I am a Licensed Financial Planner (CFP) with a CMSRL under Securities Commission and IFA licensed under BNM for the past 15+ years; a MBA Finance graduate from Univers...Read more
Comprehensive Plan Financial Security Credit Protection Retirement Planning + 1Selangor - Petaling Jaya
I am a Financial Planner licensed by The Securities Commission of Malaysia since 2016. I have been in the financial planning industry since 2005. I offer client-cen...Read more
Estate Planning Comprehensive Plan Retirement Planning General Accumulation / Emergency Money + 1Wilayah Persekutuan Kuala Lumpur - Bandar Tun Razak
If You Fail to Plan, You Are Planning to Fail. As a Licensed Financial Planner, your financial security is my priority. Let’s optimise your personal finance with ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor - Petaling Jaya
Let me analyze your investment portfolio, or design a new one for you that is simple, and realistic. Other than a Licensed Financial Planner, I am also the Head of Fin...Read more
Financial Security Retirement Planning General Accumulation / Emergency Money Child Tertiary Education PlanningSabah - Sandakan
Have you experienced how poor advice can ruin a family's life? If yes, you will know what it means to have valued advice that can help a family plan forward. Hi, th...Read more
Estate Planning Comprehensive Plan Health Care Planning Credit Protection + 5Selangor - Petaling Jaya
Hello, my name is YeeShun. I am the Certified Financial Planner from UOB Kay Hian Wealth Advisors Sdn Bhd with over 15 years experience in the financial services indus...Read more
Estate Planning Comprehensive Plan Financial Security Credit Protection + 5Selangor - Petaling Jaya
I am a passionate believer that proper financial planning and financial education are crucial for everyone, especially for the next generation. It gives us peace of...Read more
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Over the years, I have developed a money blueprint that had enabled me and my other half to be on track towards financial independence before age 40. How do I achieve ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 3I am an outgoing person, open-minded and caring person. I came across many people who do not know how to manage their finances in a proper manner. My profession is t...Read more
Estate Planning Comprehensive Plan Retirement Planning Succession PlanningPerak,Kinta
In my earlier career path, I was a production planning manager in a semiconductor company. I was attached to this field for more than 2 decades. so I understand very w...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Petaling Jaya, Selangor
Throughout a demi-decade of working in local and foreign banks, I observed that many people are actually very keen to improve the state of their personal finances, but...Read more
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I'm a licensed financial planner with 5 years of experience in the insurance industry. I hold a first-class degree in Actuarial Science from Universiti Tunku Abdul Ra...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Wilayah Persekutuan Kuala Lumpur, Lembah Pantai
I am an independent Certified Financial Planner. Since 2002 I have helped clients such as professional individuals, family, and business persons understand and review ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Wilayah Persekutuan, Kuala Lumpur, Seputeh
I am a Licensed Financial Planner specialised in servicing Business Owners and Working Professionals. I am currently the manager of CC Family Office, a wholly-owned su...Read more
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I help my clients to be Financially FIT-through our unique Financial Compass and 3 critical life stages approaches. My passion is to enrich my clients lives by giving ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Kota Kinabalu, Sabah
I'm a licensed Financial Advisor who aims to help Malaysians achieve their financial goals & objectives with a holistic view of their personal finances in the best in...Read more
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I commenced my career as a Process Engineer in a multi-national semi-conductor manufacturing company in 1999. After spending a good six years in engineering, I decided...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Selangor, Petaling Jaya
My motto is 'Plan For The Best and Prepare For The Worst'. I help my clients to have clear goals and help to achieve them through a clear road map. Holistic financial ...Read more
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Being in the financial industry for more than 10 years, I have gained vast experience in financial planning services and I am passionate to share my knowledge to the g...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Johor Bahru, Johor
As a financial planner, I will help you to organise your finances, projects the results of your savings and investments so you can see how well prepared you are for re...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Selangor - Petaling Jaya
Professional women, entrepreneurs and homemakers are the kind of clients who continuously work with me either via 1-1 financial planning, start-up financial planning o...Read more
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Everyone deserves a Financial Plan regardless whether he is rich or poor as every Financial or Life Decisions made today will impact future quality of Life and Financi...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Selangor - Petaling Jaya
I obtained my first degree in Economics from Monash University in 1989 and later passed my MBA course with high honors from Oklahoma City University, USA in 1995. ...Read more
Estate Planning Comprehensive Plan Financial Security Retirement Planning + 2Pahang - Kuantan
I started in the finance service with AIA Bhd, in 1999 as life , takaful & general insurance agent. Join another finance service - Public Mutual Berhad in year 2...Read more
Comprehensive Plan Health Care Planning Financial Security Credit Protection + 5Selangor - Petaling Jaya
My expertise is to help Business Owners, Professionals, and Expat to safeguard their money 💰 for their families by designing a custom-made Will, Family Trust, Standby ...Read more
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Being an accountant and a numbers person, I can see the value of financial literacy. Financial planning is a fundamental for a family’s happiness. Throughout decades...Read more
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“TRUST” is the most important asset between planner and client. As a licensed financial planner, my priority is always putting my client’s interest first. My greatest ...Read more
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I am a Partner in IPPFA Malaysia. Having graduated from Monash University Australia, I joined IPPFA as a fresh graduate back in 2009. Over my decade of experience in t...Read more
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I am a Registered Financial Planner (RFP) under the Malaysian Financial Planning Council (MFPC). I also hold a Capital Market Services Representative License (CMSRL) a...Read more
Comprehensive Plan Health Care Planning Financial Security Credit Protection + 5Wilayah Persekutuan Kuala Lumpur - Cheras
I was formerly a Sharia review officer at a GLC company before venturing myself as a Licensed Financial Planner with one of the top leading financial advisory in Malay...Read more
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Carol is passionate about helping busy working parents in Malaysia plan ahead and stay financially fit so they can achieve each goal, financially security and secure t...Read more
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Hi! I'm YC Eng, a Certified Financial Planner. I help Malaysians to: - ⛵️Prepare for financial uncertainties - 💰Accumulate wealth in a tax-efficient way - 🔐Pr...Read more
Retirement Planning General Accumulation / Emergency MoneySelangor - Petaling Jaya
Serena saw the lack of financial literacy prevent many from attaining their life goals, hindering them from enjoying their retirement years without worry. Hence she no...Read more
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I am currently a licensed financial planner. Ever wonder why would I switch from being an insurance agent into the financial advisory industry; undergo a strict ce...Read more
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Lim Hooi Hooi has more than 19 years of experience in the financial services profession. She strongly believes that financial education plays an important role in impr...Read more
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People sometimes get frustrated when they want to do better financially, and end up have to worry about problems such as living paycheck to paycheck, lack of savings f...Read more
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An independent licensed certified financial planner who places the client's financial success as my top priority. With total client's assets under advice of RM72.57mil...Read more
Estate Planning Comprehensive Plan Financial Security Retirement Planning + 2Wilayah Persekutuan Kuala Lumpur - Titiwangsa
My passion is to help clients achieve their life goals by providing independent and unbiased financial advice in a holistic manner. I work directly with clients in ord...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Wilayah Persekutuan Kuala Lumpur - Titiwangsa
My mission in life is to help people achieve a better quality of life by improving their financial wellness. My expertise is to help professionals create their retirem...Read more
Estate Planning Comprehensive Plan Retirement PlanningNorth-East Penang Island, Pulau Pinang
Always providing trustworthy, independent and professional financial advice to individuals, and tailoring solutions to improve their lives and achieving their financia...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 3Melaka Tengah, Melaka
As a licensed financial planner and trainer in financial literacy, I love and have the passion to nurture people through my training, counselling, coaching, and consul...Read more
Comprehensive Plan Financial SecurityWilayah Persekutuan Kuala Lumpur - Titiwangsa
Helwa Sofni has more than a decade of experience as a Chartered Accountant and held many positions in the corporate sector before venturing herself as a Licensed Finan...Read more
Comprehensive PlanSelangor - Petaling Jaya
Nursyahirah is a Licensed Financial Planner at VKA Wealth Planners Sdn Bhd. She graduated with MEng. in Electronic and Computer Engineering from University of Birmingh...Read more
Comprehensive Plan Child Tertiary Education PlanningWilayah Persekutuan Kuala Lumpur - Titiwangsa
Catherine is a practicing licensed financial planner. She is also the host of the personal finances podcast - My Personal Finances PodCat and one of the financial coac...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 1Wilayah Persekutuan Kuala Lumpur - Titiwangsa
I am a licensed financial planner with CFP and IFP credentials. I am also an accountant registered with CPA Australia as well as Malaysian Institute of Accountants. ...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Holistic financial planning approach is a process to achieve our life goals and it is applicable for everyone.
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Selangor, Petaling Jaya
Financial freedom is about much more than just having money. It’s the freedom to be who you really are and do what you really want in life. It’s about following your p...Read more
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Nazmi is a founding member of Redvest Wealth & Asset Management. Nazmi has over 15 years of experience in various capacities during his stint in Bank Negara Malaysia (...Read more
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With more than 10 years’ experience in the financial planning industry, I love connecting with people and helping families to achieve financial goals by providing Five...Read more
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I have 16 years experience in financial services, help over 600 families in achieving their financial goals. Financial planning is never about buying financial product...Read more
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Angie Ng is a Licensed Financial Planner since 2015. Prior to that she ahs been a Nutritionist for 11 years. As a mother of 2, she understand the value of nurturing a ...Read more
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Margaret Chuah started her career in the banking industry after she graduated from Monash University, Australia and gained many years of experience in both local and i...Read more
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Country Head of IPP Financial Planning Group, Malaysia, C.T. has over three decades of experiences in financial services industry. With the mission statement, “Bri...Read more
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I am holding the Capital Market and Services Representative License issued by the Securities Commission and Approved Financial Adviser Representative of Bank Negara Ma...Read more
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"You'll find the financial planning process invaluable! Please educate yourself on this irreplaceable process, and familiarise yourself with the financial planners her...Read more
Estate Planning Comprehensive Plan Financial Security Credit Protection + 3Seputeh, Wilayah Persekutuan Kuala Lumpur
I have over six years of experience in estate planning as employee of Rockwills. I offer holistic estate planning services. Up-to-date, I have done more than 600 Malay...Read more
Estate Planning Comprehensive Plan Succession PlanningWangsa Maju, Wilayah Persekutuan Kuala Lumpur
I am a fee-based financial planner with CC Advisory Sdn Bhd with more than 5 years of experience in the banking and finance industry combined a strong background in st...Read more
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Syahira has more than 10 years of experience in the financial services and planning industry. She is passionate about working with people to identify, clarify, and qua...Read more
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My desire is to provide for many families and young working adults with a good head start towards financial planning. My past business experience is in childcare an...Read more
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Rachel Wong is a financial coach in a leading financial institution in Malaysia. Over the past 10 years, she has helped many individuals and families, especially profe...Read more
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We desire to build a deeper & more personalized relationship in understanding your life goals including your financial concerns. As an experienced financial adviso...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Selangor - Petaling Jaya
Early in his career, Yuvarajan realized the importance of personal financial management and sought to reinvent it. As a millennial himself, he seeks to enlighten his g...Read more
Comprehensive Plan Health Care Planning Retirement Planning General Accumulation / Emergency MoneySelangor - Petaling Jaya
I am T Umadevi and I am passionate about helping clients achieve financial independence. My mission is to help my clients to achieve their wealth-building goals throug...Read more
Estate Planning Comprehensive Plan Health Care Planning Retirement Planning + 2Petaling, Selangor
Dedicated to deliver Holistic Wealth Management using the proprietary system, Money Optimisation System(TM) developed by Whitman * Excluded from Smartfinance FP dis...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 4Petaling Jaya, Selangor
I hold a Bachelor of Engineering from Multimedia University and a Certified Financial Planner. I bring 15 years of experience in the financial services industry, durin...Read more
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He has extensive experience in the areas of holistic wealth management advisories. He helped many clients to attain their financial goals and took away their financial...Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 6Melaka - Melaka Tengah
I graduated with a Degree in Accountancy and Master’s in Business Administration. Then I obtained my CFP certification in 2018 and became a Licensed Financial Planner....Read more
Estate Planning Comprehensive Plan Health Care Planning Financial Security + 5Petaling Jaya, Selangor
I am a financial adviser with CC Advisory, subsidiary of Cheng & Co Charted Accountants, one of the largest home-grown accounting firm in Malaysia. I am working with b...Read more
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