Poh Liy has more than 20 years of experience in the financial and accounting services industry and passionate in learning and sharing her financial knowledge and resources to empower individuals to achieve their financial goals and transform their lives in meaningful ways as she believes in “Sharing is Caring”.

Thanks to the empathy, setting objective,  impartial and tactful mindset cultivated by her previous firm, Poh Liy has incorporates a client-focused approach to discover asset allocation plan. She listen to their concern, assesses their risk tolerance assessment, identifies their long-term goals, determine their investment time horizon and evaluate their investment risks.

During her previous stint, she worked for various financial institutions where she was responsible for investment planning, business analysis, identified opportunities & risks in the business; handled tax compliance matters; reviewed and analysed financial, regulatory and management reports.

The accounting and financal industry has always piqued her interest due to her love for mathematics. She enjoyed learning how to apply math in different situations, from statistics to accounting. She graduated with Bachelor of Accounting from Universiti Kebangsaan Malaysia and started her career in professional industry providing accounting, auditing and taxation services, during which she spent more than four years at a Big 4 auditing firm in Malaysia. She has been a Chartered Accountant since 2007.

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