Wong Sai Yee

License No.: eCMSRL/B6176/2015

Senior Financial Consultant

"I help families and professional individuals to solve their financial problems and achieve their financial goals with solutions best suit them"

Hi! I am a qualified and licensed Financial Planner. I used to be an engineer, but then I discovered my interest in finance after attending a non-job-related training in my previous engineering firm. After leaving my company which I worked for 18 years, I decided to venture into the financial planning industry in 2014. Even though my career change into a totally different field, I still carry my DNA like an R&D engineer, which continuously study and research the solutions that best suit the needs of my clientele. With my 8 years of experience, I have helped more than 150 individuals and families who need proper and unbiased advice in their money matters. I believe in helping people, especially those who are not savvy financially. I feel great after resolving their financial worries and guiding them towards achieving their financial goals. In addition, I am also a certified HRDF trainer and has given numerous talks and training on personal financial planning to the public and various companies. 

If you would like to have a private discussion, book now.

RM 0
Asset Under Advice
0
Families & Individuals
0
Years of Experience

My Services

Retirement Planning in Malaysia
Children Education Planning in Malaysia & Abroad
Insurance Planning in Malaysia
Wealth Succession Planning in Malaysia
Comprehensive Financial Advisory in Malaysia

My Content

Best Retirement Plan in Malaysia 2022

My Videos

About What We Do

My Testimonials

“I like the advice on insurance, buy what I need and maximize the benefit. I took up the investment advice and plan for retirement and child education fund. Overall, the planning and advice covers many aspects that really surprise me. Marvelous!”

Ms. Rachel

Senior Engineer

“Sai Yee is a very dedicated advisor. Even though my investments with him is small, he continues to keep me updated on potential investments.”

Ms. Siew

HR Director

“We were able to make sound financial decisions as a result of the advice provided, especially during this pandemic time.”

Mr. & Mrs. Chow

Retiree & Secretary

“The adviser is very knowledgeable and has helped to analyze my finance from every aspect, and it really helps to peace my mind.”

Mr. Ho

Project Manager

My Contact

Enquiry

Social

Wong Sai Yee

License No.: eCMSRL/B6176/2015

Senior Financial Consultant

"I help families and professional individuals to solve their financial problems and achieve their financial goals with solutions best suit them"

Hi! I am a qualified and licensed Financial Planner. I used to be an engineer, but then I discovered my interest in finance after attending a non-job-related training in my previous engineering firm. After leaving my company which I worked for 18 years, I decided to venture into the financial planning industry in 2014. Even though my career change into a totally different field, I still carry my DNA like an R&D engineer, which continuously study and research the solutions that best suit the needs of my clientele. With my 8 years of experience, I have helped more than 150 individuals and families who need proper and unbiased advice in their money matters. I believe in helping people, especially those who are not savvy financially. I feel great after resolving their financial worries and guiding them towards achieving their financial goals. In addition, I am also a certified HRDF trainer and has given numerous talks and training on personal financial planning to the public and various companies. 

If you would like to have a private discussion, book now.

LICENSES :

Capital Markets Services Representative Securities Commission Malaysia                    (No. eCMSRL/B6176/2015)

Financial Adviser’s Representative Bank Negara Malaysia  (Approved since Jan 2015)

Corporate Unit Trust Adviser Representative Federation of Investment Managers Malaysia  (No. 710-0-20029)

Corporate PRS Adviser Representative Federation of Investment Managers Malaysia  (No. P-710-0-20025)

RM 0
Asset Under Advice
0
Families & Individuals
0
Years of Experience

My Services

Retirement Planning in Malaysia
Children Education Planning in Malaysia & Abroad
Insurance Planning in Malaysia

My Content

Best Retirement Plan in Malaysia 2022
...

My Videos

About What We Do

Testimonials

“I like the advice on insurance, buy what I need and maximize the benefit. I took up the investment advice and plan for retirement and child education fund. Overall, the planning and advice covers many aspects that really surprise me. Marvelous!”

Ms. Rachel

Senior Engineer

“Sai Yee is a very dedicated advisor. Even though my investments with him is small, he continues to keep me updated on potential investments.”

Ms. Siew

HR Director

“We were able to make sound financial decisions as a result of the advice provided, especially during this pandemic time.”

Mr. & Mrs. Chow

Retiree & Secretary

“The adviser is very knowledgeable and has helped to analyze my finance from every aspect, and it really helps to peace my mind.”

Mr. Ho

Project Manager

Contact Me

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