I am a Partner in IPPFA Malaysia. Having graduated from Monash University Australia, I joined IPP as a fresh graduate back in 2009. Over my decade of experience in this industry, I have met many people who had gone through bad experiences with financial salespeople as well as suffer financial losses due to poor financial advice. This is why as a licensed financial planner, I am passionate to eradicate these and instead educate my clients on the importance of proper planning through a “4W model” – Wealth Protection, Wealth Accumulation, Wealth Management, and Wealth Distribution.
So what do I do? In summary, I help my clients to create, protect, grow and distribute their wealth. My clients range from working professionals, self-employed, business owners as well as high net worth individuals. Over the years, I have conducted financial literacy talks in several accounting, tax, interior design, construction, and architectural firms.