News & Updates

Our founder and CEO, Kelly Wong Li Yuin is featured in Business Today with the article entitled ‘What are the ABCs of Financial Planning?’. https://1drv.ms/b/s!Aql6FP8-JnzIiJVap6YzMKmwcvW_LQ?e=Bg6Cgt

Most of the time, retirees do not spend all their hard earned money by spending it on themselves, instead channeling the money for funding their

Our licensed financial planner, Kelly Wong Li Yuin(CEO) has participated in ‘Consult The Experts’ by The Edge, 10 Aug 2020. Feel free to send us

Our licensed financial planner Gor Sheau Shuenn featured in Ai FM 📻 Topic : Financial Planning in Different Life Stages Replay at link below 👇🏻www.facebook.com/AiFM.Malaysia/videos/295648084987421/

First and foremost, let’s begin by answering these questions: 1. Did you take the 6-month housing loan moratorium?2. If so, were your investment properties tenanted

Here’s what most consumer said:1) Working with financial planner able to provide a holistic view of financial in term of big picture. The long term