Wilayah Persekutuan Kuala Lumpur - Lembah Pantai
Uno Advisers Sdn Bhd
Range of fee
from RM500 up to RM8,500
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 Economics in the United Kingdom.
I believe that personal finance has to be exactly that, personal. One of the most important things in financial planning is making sure that clients can actually follow their set strategy. We are all human beings and it is important to match personality, behaviour, and preferences when crafting a financial plan.
To further this financial planning philosophy, I founded Uno Advisers and now lead a dynamic team, helping customise financial frameworks for our clients. We want to help people from all walks of life grow their wealth efficiently and effectively!
I have also conducted workshops for organisations such as Naluri, Lean In Malaysia, The Malaysian Medical Association, Malaysiakini, as well as many universities. My media contributions include The Edge, The Star, Focus Malaysia, and NTV7 among others.
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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