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We are a leading financial planning and advisory firm in Malaysia, licensed by Securities Commission and Bank Negara Malaysia. We deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs. Supported by robust and thorough wealth management research & support, we empower our clients to gain access to best-of-breed financial products and services.

Published By:

KENDRICK LEE ｜李偉康

Kendrick is a Certified Financial Planner (CFP® Professional), Financial Adviser Representative (FAR) licensed by Bank Negara Malaysia, CMSRL holder approved by Security Commission Malaysia (eCMSRL/C2751/2023) to provide financial planning advice to individuals on a wide range of financial topics, including investment planning, retirement planning, estate planning, tax planning, risk management and insurance planning to help individuals make informed decisions about their finances, achieve financial security, and enjoy peace of mind about their financial future.

Kendrick is also a Certified Financial Coach (IPMA) who work with individuals, families, and businesses to help them make informed financial decisions, establish good financial behaviours and manage their money more effectively. He is also an authorised estate planner and fellowship of Malaysia Institute of Estate Planners (MIEP) who help clients achieve their estate planning goals and ensuring that their assets are distributed in a way that aligns with their wishes and values.

Besides providing professional advice, Kendrick also offer valuable support and financial coaching during times of financial stress or uncertainty to help clients navigate through difficult financial situations.

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