Making a Difference
to your
Financial Future

My Story: Physicist to Financial Planner

I experienced first hand how hard it is to navigate my own personal finance when I was a clueless Physics graduate working in an investment firm back in 2016. I wished someone could guide me step-by-step and avoid me of expensive mistakes, but I street-learned and could only pick up bits and pieces of learning as I go.

 

So, I made it a point to become a professional in financial planning to assist Malaysians in their personal finance. 4 years with UOB Kay Hian Wealth Advisors, paired with the vast knowledge of multiple sectors under my belt, I'm here to deliver you top-notch service as your life's financial partner.

My Services

Why suffer alone when you can have someone professional to talk to. Any concerns you have about your finances, I've got you covered!
Comprehensive Planning
You think managing your own finances are getting a tad bit too much? Don't know where to go from where you are right now? Fret not. We can work together in assessing your financial health, evaluate your financial goals, and chart our way towards achieving them. Subsequently, we'll regularly monitor your progress to ensure everything is kept on track.
One-off Modular Planning
You have one thing that keeps haunting you day and night? Whether it's making big purchases, or writing a will for your loved ones, or creating a savings for your retirement, I want to hear them! I'll evaluate your financial status and provide you one-off advice on actions that you could take.
Unbiased Recommendation
Tired of learning about insurance/takaful and unit trust from agents who push their products to you? UOB Kay Hian Wealth Advisor is a representative of over 8 takaful/ insurance providers and have access to hundreds of unit trust from different fund managers. Trust that we only advice products that are best for you and get you the most value out of your money.

My Qualifications: Dual Sector Professional

Licensed Capital Market Representative
Securities Commission - eCMSRL/C1713/2022
Shariah Registered Financial Planner
Malaysian Financial Planning Council - 2021
Islamic Financial Advisor
Bank Negara - Approved IFAR
PhD in Physics (Battery Materials)
Universiti Malaya - 2022

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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

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