Ian Wong, CFP

About Ian Wong, CFP

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.