Who We Are

We are an independent financial planning firm that is the home of Malaysia’s top financial planners. 

Who is alpine advisory?

We are an independent financial planning firm that is the home of Malaysia’s top financial planners. The essence of Alpine Advisory is aligning our interest with our clients and ensuring their financial goals becomes a reality. Given this assurance, our clients will be free from product-pushing pressures, unreasonable charges or unethical product churning. Ultimately, this leads to higher level of objectivity and independency into the resulting financial advice and recommendation.

We offer a diversified and comprehensive suite of financial services and solutions with a personalised approach, at both individual and corporate levels.

Our Team

Kelly Wong Li Yuin

CEO/Managing Director

Lim Syu Ying

Operation Executive

Cool Facts

Our clients range from first generation successful entrepreneurs to high flying corporate executives. They are people who know and realise that they need the help of a professional to grow their money with certainty.

This group of people had initially sought assistance from traditional wealth management providers – banks, investment management companies, independent financial advisory firms – to grow their wealth.

Numbers speak for themselves

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