As a Chartered Wealth Advisor and Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), I provide sophisticated financial strategy to high-net-worth individuals, families, and corporations.
With over 16 years of experience, my practice is dedicated to managing the complete life cycle of wealth. I architect tailored solutions that address the complex challenges of:
Wealth Accumulation: Deploying advanced money market strategies and high-yield investment portfolios to accelerate capital growth.
Wealth Preservation: Implementing robust corporate and personal risk management frameworks, including bespoke insurance structuring, to protect assets.
Wealth Distribution: Designing strategic plans for efficient legacy and succession planning, ensuring your wealth fulfills your long-term vision.
I currently advise on over RM300 million in Assets Under Advisory (AUA), leveraging a holistic approach that integrates capital market access, corporate insurance solutions, and talent-centric benefit programs to build financial resilience and drive sustainable growth for my clients.
I am committed to delivering institutional-grade advisory services to private clients.
You’re welcome to contact me – [Click to Connect]
As a Chartered Wealth Advisor and Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), I provide sophisticated financial strategy to high-net-worth individuals, families, and corporations.
With over 16 years of experience, my practice is dedicated to managing the complete life cycle of wealth. I architect tailored solutions that address the complex challenges of:
Wealth Accumulation: Deploying advanced money market strategies and high-yield investment portfolios to accelerate capital growth.
Wealth Preservation: Implementing robust corporate and personal risk management frameworks, including bespoke insurance structuring, to protect assets.
Wealth Distribution: Designing strategic plans for efficient legacy and succession planning, ensuring your wealth fulfills your long-term vision.
I currently advise on over RM300 million in Assets Under Advisory (AUA), leveraging a holistic approach that integrates capital market access, corporate insurance solutions, and talent-centric benefit programs to build financial resilience and drive sustainable growth for my clients.
I am committed to delivering institutional-grade advisory services to private clients.
You’re welcome to contact me – [Click to Connect]
Wealth Management for HNWIs & UHNWIs
Strategic Asset Allocation & Portfolio Optimization
Corporate Risk & Insurance Planning
Executive Benefits & Retention Solutions
Money Market & Fixed Income Strategies
Legacy & Succession Planning
Regulated by: Securities Commission (SC) & Bank Negara Malaysia (BNM)
2025
Certified Professional Manager (CPM)
2024
Chartered Wealth Advisor (CWA®)
Yearly 𝐓𝐨𝐩 𝐀𝐝𝐯𝐢𝐬𝐞𝐫𝐬 𝐛𝐲 𝐍𝐞𝐰 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 (𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭), Champion
2023
Allianz Malaysia Top 10 Financial Advisers Representative – 1st Runner-Up Award
2022
iFAST Global Wealth Advisers Symposium
iFAST Awards Night – Top Adviser for Corporate Solution – 1st Runner-Up
2011
Affiliate Registered Financial Planner (RFP)
Associate Estate Planning Practitioner-(AEPP)
资产传承规划师
