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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
Emergency Savings 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Comprehensive Plan Health Care Planning Retirement Planning + 1Petaling, Selangor
Felix holds a Capital Market Services Representative License (CMSRL) from the Securities Commission of Malaysia and a Financial Advisor’s Representative license from B...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Kota Kinabalu, Sabah
Both my Master's & Bachelor's degrees are in Economics & Finance. My financial expertise is mainly in investment planning.
Emergency Savings Comprehensive Plan Financial Security Credit Protection + 2Wilayah Persekutuan Kuala Lumpur - Lembah Pantai
I am a Partner at IPPFA in Malaysia, having graduated from the London School of Economics (LSE). Coming out of university, I realised that I was only trained in com...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Cheras, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 1KL 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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 + 2Klang, Selangor
“Life is so fragile… Preserve your wealth first, focus on accumulating it next, so that you can distribute to your loved ones later.” I have been in the financial...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Kuantan, Pahang
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 6Petaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Wilayah 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 + 6Seputeh, 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.
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Melaka 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
Emergency Savings Health Care Planning Retirement Planning Child PlanningPetaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 6Kinta, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Klang, Selangor
I started this journey in 2008 with a Foreign Bank as Personal Financial Service Officer. Subsequently, I became a Unit Trust Consultant at a larger private Unit Trust...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5South-West Penang, Penang
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Selangor - 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 + 5Petaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Health Care Planning Financial Security Credit Protection + 3Hulu 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5North-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 PlanningPetaling, 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
Emergency Savings Estate Planning 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 6North-East Penang Island, Penang
I am a believer of financial planning as part of life stage planning.
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 6Petaling, 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 + 1Bukit 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Cheras, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Petaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 6Petaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Seputeh, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Selangor - Petaling Jaya
Lim Hooi Hooi, CFP, is the Co-founder of Coreplus Advisory Sdn Bhd. She strongly believes that financial education plays an important role in improving the financial ...Read more
Estate Planning Comprehensive Plan Financial Security Retirement Planning + 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
Melaka 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Petaling 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Petaling, Selangor
I have combined 8 years working experience in the Supply Chain & Banking industry. Over the course of my working experience, I have garnered skills in connecting the ...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 3Petaling, Selangor
I Specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk. * Excluded from Smartfinance ...Read more
Emergency Savings Comprehensive PlanPetaling, 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.
Emergency Savings Estate Planning Comprehensive Plan Retirement Planning + 1Kepong, Wilayah Persekutuan Kuala Lumpur
I was an insurance agent for 7 years since 2011 and an estate planner in 2015. During my profession I found something missing whereby I only able to see partly of my ...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Petaling 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Klang, Selangor
Beyond money and sense.
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 3Petaling 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
Emergency Savings Estate Planning Comprehensive Plan Retirement Planning + 1Petaling, Selangor
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Petaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Kota 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Klang, Selangor
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Segambut, 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
Emergency Savings Comprehensive Plan Health Care Planning Retirement Planning + 1Petaling, Selangor
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Cheras, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Kinta, 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
Emergency Savings Comprehensive Plan Health Care Planning Financial Security + 4Johor 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Wangsa 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5North-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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 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 PlanningPetaling Jaya, Selangor
I was inspired and drawn to the wonders of proper financial planning when I lost a dear uncle to cancer in 2015. I experienced how proper financial planning can safegu...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Petaling, Selangor
I handle Estate Planning, Insurance, Financial Planning, Wealth Management, Asset Preservation Strategy. I view my work for clients with passion and love. I work with ...Read more
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 6Pulau 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 7North-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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Petaling, Selangor
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4Selangor - Petaling Jaya
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 MoneySelangor - 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
Emergency Savings Estate Planning Comprehensive Plan Financial Security + 4Petaling Jaya, Selangor
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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 3North Seberang Perai, Pulau Pinang
My belief on financial planning is that "financial planning is not merely about figures, it is your story, your book"
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 5Melaka Tengah, Melaka
Your trusted financial planner to achieve your desired life goals and aspirations
Comprehensive Plan Retirement Planning Succession PlanningSeremban, Negeri Sembilan
"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
Emergency Savings Estate Planning Comprehensive Plan Financial Security + 3Petaling, 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
Emergency Savings Estate Planning Comprehensive Plan Health Care Planning + 4
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