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?

Most Financial Advisor so called an agent will keep pushing you to buy their product, be Unit Trust or Insurance  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 ends up waste their resources.

Registered Financial Planners like me are truly different. If professional engineer and architect required to have a degree in their field to be designated as  ‘AR’ and ‘IR’ and if a doctor required to have MBBS before they can practice , we  registered Financial Planners are required to attend all compulsory courses and pass all exams by the regulators in order for us 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 or products without any diagnosis. Fair isn’t it? 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 the benefits.

We are able to provide a wide range of wealth management services like investment, life insurance, takaful, will and trust, tax savings plan under  one roof. As a result, Clients’ Confidentiality is always protected.