Our Projects
Beyond one-to-one planning, Alpine Advisory invests in financial education for the Malaysian public — through investment talks, media contributions, literacy campaigns and practical tools. A selection of our work:
Investment talks & workshops
Alpine Quarterly Investment Talks
Our licensed planners host regular client briefings on market developments, portfolio positioning and the economic outlook — in plain language, with time for your questions.
Client education sessions
Small-group sessions that walk through the fundamentals of a financial plan: cashflow, protection, retirement and estate — so clients understand every recommendation we make.
Media & thought leadership
The Edge — Consult The Experts
Our CEO and licensed financial planner Kelly Wong Li Yuin contributed to The Edge’s “Consult The Experts” segment, answering readers’ personal-finance questions.
Smart Investor magazine
Licensed financial planner Gor Sheau Shuenn was featured in Smart Investor with “Selecting the Right Investment Funds for Your Retirement Portfolio”.
Ai FM radio
Our licensed financial planner joined Ai FM to discuss practical money management with a nationwide radio audience.
Financial literacy initiatives
Public education series
An ongoing series of plain-English explainers — the ABCs of financial planning, the six components of a complete plan, tax relief that builds your retirement fund, and what a loan moratorium really costs.
Scam awareness
We publish advisories to help the public recognise investment scams and verify that anyone advising them is properly licensed by the Securities Commission Malaysia.
Tools for clients
Retirement calculator
A simple tool to estimate the savings your desired retirement lifestyle requires — a starting point for a proper retirement plan with one of our planners.
Work with us
Every engagement starts with a conversation about your goals. Talk to a licensed financial planner about what a complete plan would look like for you.
Important information
The content of this page is general information about our activities and does not constitute an offer, a recommendation, or personalised financial advice. Financial planning and investment involve risk, and outcomes are not guaranteed. Please speak to one of our licensed representatives before making any financial decision.
