When you lose control over your money, this will happen...

Only about 4% of Malaysians could afford to retire.

Only about 4% of Malaysians could afford to retire.

About 48% of Malaysians living paycheck to paycheck

50% of Malaysian youths not planning for retirement yet

30% of Malaysians felt their debts were burdensome

Getting financially fit is like getting in shape.

You need to commit to making positive changes and develop good habits like budgeting, saving, and investing wisely.

You also need to set goals, track your progress, and be patient and consistent. Just like getting in shape requires making lifestyle changes, getting financially fit may require you to change your spending habits and adopt new financial strategies.

By treating your finances like your physical health, you can achieve long-term financial success.

3 steps to living the life you want

1

2

3

Clarity

Confidence

Control

What do I want my life to be like?

Will I have the necessary resources to fulfill my needs?

Am I able to handle life's unexpected twists and turns?

Therefore, I would like to invite you to do Individual Financial Health Check 

A financial health check is an assessment of your current financial situation to identify areas for improvement and help you achieve your financial goals.

 

By investing your little time in this complimentary session, you open the door to a world of possibilities. It allows you to uncover areas of attention and opportunities you may have missed.

no obligation. no fee. for the first session

About me

Eewen is a licensed financial planner with a strong educational background. She holds a Bachelor's degree in International Business, providing her with a global perspective on financial markets and business strategies. She is currently pursuing a Master's degree in Finance to deepen her knowledge in areas such as investment analysis and risk management.

 

Eewen has also obtained the academic qualification of a Registered Financial Planner (RFP) from the Malaysian Financial Planning Council (MFPC). This designation showcases her commitment to professionalism and ethical standards in financial planning. It demonstrates her expertise in financial planning areas such as tax planning, estate planning, and risk management.

 

With her FAR and CMSRL licenses, along with her educational achievements, Eewen is well-equipped to provide comprehensive and informed financial advice. Her goal is to assist clients in achieving their long-term financial goals and make well-informed financial decisions. Your best interests are my top priority, and I firmly believe that trust is the most valuable asset in this field.

Why Start With Us

We are licensed to carry out financial planning services under CMSA 2007 by Securities Commission

Our fees are affordable, starting from RM300 for a financial health check

100% online based consultations

Planners are well-equipped with credentials and knowledge

How We Do It

Life is filled with numerous stressors, but managing money shouldn't be one of them. We have taken the lead in providing on-demand financial advice, ensuring that you always have support readily available, especially during unexpected challenges. We have simplified the process of money management and restored your control over your finances. Our approach grants you a range of options to help you achieve your goals, and ultimately, you have the autonomy to make decisions on the path you wish to pursue.

Our Services

Financial Coaching Sessions

Our financial coaching sessions are tailored to your specific needs and goals. Our experienced coaches will work with you one-on-one to assess your current financial situation, identify areas for improvement, and develop a personalized plan to help you achieve financial success. From budgeting and debt management to saving strategies and financial goal setting, our coaching sessions will provide you with the guidance and tools you need to make informed financial decisions.

Investment Solution Services

We understand the importance of building wealth and preparing for retirement. Our investment solution services are designed to assist you in creating a robust investment portfolio that aligns with your goals and risk tolerance. Our investment approach focuses on catering to individual objectives and risk profiles, incorporating proper asset allocation, thorough investment fund evaluation, and risk management strategy to help clients achieve their financial goals.

Comprehensive Financial Planning

Our comprehensive financial planning services provide a holistic approach to managing your finances. We take into account all aspects of your financial life, including income, expenses, investments, retirement, insurance, tax and estate planning. We will develop a customized financial plan that aligns with your goals and values. By taking a comprehensive view, we can help you maximize your wealth, protect your assets, and plan for a secure future.

Disclaimer: The following testimonials are provided by our customers and represent their individual experiences with our services. Please note that these results may vary, and we do not guarantee similar outcomes for all consumers. Prior to accepting any offer or product, a thorough review of your complete financial situation is necessary.

Frequently Asked Questions

1. What areas of financial planning are covered when purchasing the plans?

Our plans include a comprehensive review of your personal financial well-being, encompassing cash flow management, net worth analysis, risk management (including insurance coverage), investment planning, tax planning, estate planning, and retirement planning.

2. How will the financial planner assist me with my finances?

A Licensed Financial Planner can provide assistance in four key areas of personal financial planning. They will assess your current financial position, identify areas for improvement, analyze your financial challenges, goals, gaps, and opportunities, develop a customized financial game plan to help you achieve your goals systematically, and propose strategies tailored to your specific situation to execute your financial plan effectively.

3. Are we independent and will we push products during the consultation?

We are regulated and licensed by the Securities Commission (SC) and are bound by guidelines and standards set by the SC. We have a fiduciary duty to act in your best interest. Our objective is to enhance your financial well-being by providing objective and independent advice and recommendations. While we may receive fees from certain issuers, this does not influence the evaluation and recommendation made by the financial planners. Recommendations are based on your financial needs and goals. You have the freedom to choose products that align with your preferences.

4. Can the financial plan be done as a couple?

The financial plan is tailored for individuals based on their specific financial goals and status. However, we highly recommend that both you and your spouse each purchase a plan so that the same Financial Planner can evaluate your combined financial situations holistically.

5. I have a question that is not covered here.

Please feel free to contact us with any other questions you may have. You can reach us via WhatsApp at 6016-8706197. We are here to assist you.

Like to find what we can do for your life stage? Contact us today.