Kuah Soo Yee, CFP

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Petaling Jaya, Selangor



License number


Range of fee

from RM500 up to RM4,500

About Kuah Soo Yee, CFP

Financial planning is deeply heartfelt because I experienced its importance first hand. Due to low financial literacy, my family had gotten a significant amount of money vanished in the stock market crash during my parents’ time.

That’s why I am passionate about helping you in making sound financial decisions and achieving your financial goals.

For some time now, I have helped many working adults with their financial planning. With my personalized strategies and advice, they now have clarity and take better control over their financial future. I specialized in personal finance diagnosis, analysis, and solution recommendation, and it's my passion to get you to where you want to be, financially.

Let's figure out a financial plan that works for you!

Area of Expertise

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

Succession Planning (planning for business continuation),

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

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

Credit Protection (debt and contingency planning),

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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