Ian Wong, CFP, BSc (London School of Economics)

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Location

Wilayah Persekutuan Kuala Lumpur - Lembah Pantai

Firm

IPPFA Sdn Bhd

License number

eCMSRL/B7140/2017

Range of fee

from RM500 up to RM8,500

About Ian Wong, CFP, BSc (London School of Economics)

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 company and corporate finance, which naturally, did not help much with my personal finance. So, I decided to take things into my own hands by starting my career in personal financial management.

Now almost a decade later, I have helped many of my fellow millennials and people from all walks of life to take charge of their finances. This is done through customising and tailoring my advice frameworks, specifically to each individual client.

I have also conducted numerous workshops for organisations such as Lean In Malaysia, The Malaysian Medical Association, Axiata Young Talent Program, and various universities.

With total clients' assets under advice of RM25.4 million, I specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Family Office (holistic family management)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)

Financial Security (ensuring stable stream of income for individual / family)

Child Tertiary Education Planning (securing your children's education)

Retirement Planning (pre and post retirement planning, management of retirement fund)

Estate Planning (timely wealth distribution)

General Accumulation / Emergency Money (management of savings for other use)


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