Sifu Suhaimi is a founder of Perfect Wealth Advisory Sdn Bhd & PWC Fraternity. He has 23 years experience in Financial Planning & Training Industry. He posses Bachelor Degree in Economy from Universiti Utara Malaysia. He is not just an ordinary Financial Advisor, he is Registered Financial Planner with full of hands-on experience.
Apart from that, he is also a Certified NLP Practitioner that allows him to become Applied NLP Coach. He started his career as a Licensed Paid Dealer in one of renown Investment Bank in Kuala Lumpur. In 1997, he decided to join Insurance Industry as an advisor and subsequently promoted as Unit Manager in year 2000 and Agency Manager in year 2003. To enhance his skills and knowledge in Financial Planning, he then pursuit his study in Registered Financial Planning Course in MFPC.
With all his knowledge and experience, he established Perfect Wealth Advisory Sdn Bhd as an Integrated Financial Agency that allow him and his partners to promote all Financial Services and Products under one roof.
He has produced few Million Dollar Producers and Leaders in his Agency Group. Amongst those are Puan Wini Roswita as 19 times MDRT Qualifier, Puan Marissa Zarina as COT , Izar Muhammad Zull as TOT in 2020 and Fara Muhamad as Multi-Million Agency Leader. His group are writing about 20Million Sales for the last ended Financial Year.
Sifu Suhaimi has actively involve as a Main Trainer for Petronas Group Retirement Program and a regular Guest Speaker for a few companies such as Bank Muamalat Malaysia Berhad, Etiqa Insurance & Takaful, PTPTN, Lembaga Tabung Haji, Boustead Holdings, OCBC Bank and Takaful Ikhlas Sdn Bhd. He was once been invited as a Special Guest Speaker for ‘One Nation We Care Program’ officiated and attended by Former Prime Minister, Tun Mahathir Mohamad together with 70,000 over crowd in Stadium Nasional Bukit Jalil.
Sifu Suhaimi’s personal mission is to share all his knowledge and experiences in Personal Financial Management, mainly in the area of Investment, Protection and Preservation to all his potential clients and participants. Apart from that, he has a mission to develop more and more ‘Jutawan Perunding Kewangan’ in Industry.
Feedback & Reviews
What my clients and participants say about me
“Sifu Suhaimi will make you believe that MDRT is possible. I am very lucky to have a chance to learn directly from him. All sales idea are so effective and practical .”
Financial Advisor & TOT at Hong Leong Assurance 2018
We engaged Suhaimi and Wini to help take stock of our financial standing and also help us come up with a tailor-made plan that specifically suits our situation. They have done a comprehensive job in realigning our assets and investments and also focused on protections i.e. will, life and medical insurances, hibah and many more. We thought we have it all covered but luckily we get their professional help to identify our gaps and then come up with a plan to mitigate them We can now sleep easy knowing that our assets and life are properly protected
Tuan Pandai Othman
General Manager at Petronas Group
“Thank you for the knowledge parted to us. I enjoyed every module of the course and I have learnt a lot. The way you deliver is so entertaining yet very insighful.”
General Manager at Petronas Group
What Can I Do for You?
It is my immense regard and respect to serve you. Hidup biarlah memberi makna, jangan sekadar memberi makna. Inilah perjuangan saya.
As a Inspirator :
I will help you to Improve your relationship, reclaim your heart and find a true happiness and success. InsyaAllah I will guide you to discover the infinite possibilities, abundance and joy in you.
As a Registered Financial Planner :
I will show you on how to make the money works for you as hard as you do? You want to personalise your Financial Roadmap? Let me be your Financial Architect. I will assist you to design and to build your Comprehensive Retirement Planning, Investment Planning, Wasiat & Hibah, Financial Protection and Tax Savings Plan based on your needs anf financial capasity .
In today’s world with full of complexity of Financial Needs, you deserve a better Financial Planner to design your Financial Roadmap and to serve you, not just an ordinary agent. Agree?
Traditional Financial Advisor so called an agent will keep pushing you to buy their products without analysing your financial needs. Sound familiar isn’t it? They can only provide standard products, not a tailor-made solution as they are normally representing only one or two principals or fund houses. Their advice could be bias and the clients end up waste their resources.
Financial Planners like me are truly different. If professional engineer and architect required to have a degree to be designated as ‘AR’ and ‘IR’ and if a doctor required to have MBBS before they can practice , we Financial Planners are required to attend all compulsory courses and pass all exams by the regulators in order to be certified as Registered Financial Planner or Certified Financial Planner or Islamic Financial Planner.
All those courses might take years to complete.
We are clients centred. Clients’ interest is always our Top Priority, that is Code of Conduct as Financial Planner. We are like Financial Doctor; we will not prescribe any medicine without any diagnosis. Fair isn’t it? We won’t propose any plan without understanding your financial needs and capacity.
Financial Planners are not a tight agent, therefore we have all the privilege and freedom to choose any best plan in the market for our prospective clients based on their needs and given budget. At the end of the day, clients will get most of the benefits.
Interested? We are at you service! Contact my team now for any inquiries and consultation. We will be happy to assist