Jarvic Lau, CFP

About Jarvic Lau, CFP

I commenced my career in the financial services industry in 2004 and joined an Independent Financial Advisor (IFA) firm in 2011.

In recent years, I have specialized in developing a Holistic Financial Planning Practice for personal finance and have enhanced financial data analysis using a holistic approach.

I have delivered presentations on various platforms and conducted workshops and seminars for the public, companies, and associations on Financial Planning.
My expertise includes working with young families and SMEs in areas such as corporate and personal risk management, debt management with a focus on mortgage reduction, personal tax planning, portfolio investment planning, and estate planning, including wills and trusts for young families and business succession planning for SMEs.

I advocate for the principle of "Start Right, Stay Right, and End Right." I believe that a Holistic Financial Planning Approach is the optimal strategy for both corporate and individual financial planning.
I have successfully helped hundreds of individuals and families achieve peace of mind through a holistic methodology.

My practice is dedicated to serving Malaysians, with the ultimate objective of ensuring that their family members are well protected and that family wealth is preserved, accumulated, and transferred across generations.