Kelly Wong Li Yuin

Chief Executive Officer

Kelly Wong Li Yuin

Kelly was raised by a single mother who worked three jobs a day to make ends meet. Instilled in her from an early age was the importance of managing money. 

After graduating from Bachelor of Engineering from Multimedia University, Kelly continued to pursue  Certified Financial Planner (CFP®) course. She brings 19 years of experience in the financial services industry, during which she has achieved numerous industry awards. These include the AKARD personal platinum and the prestigious Million Dollar Round Table award (MDRT) in 2010, 2015, and 2018. She has also contributed to the online magazine Smart Investor, Female Magazine, the Edge, and Business Today, spoken on the BFM radio station, and, in 2018 the winner of the Malaysian Financial Planner Year Award.

Kelly has been invited to speak at various financial planning events and is a panelist at one of the financial symposiums organised by FPAM. She is also a dedicated mentor to many financial planners and serves around 400 clients. 

In Kelly’s view, managing good wealth means having options in life. It is possible for us to design the lifestyle we desire. If you are a ‘CEO’ of your own money, having a financial planner is like having a ‘CFO’ to assist you.