Ian Wong Joon Ho, CFP, IFP

About Ian Wong Joon Ho, CFP, IFP

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.