Cheah Yee Nin
License No.: eCMSRL/B6690/2016
Licensed Financial Planner at FA Advisory Sdn Bhd Company Reg. No. 200901022427 (865525-W)
❓ You want to retire early…but not too early, only to discover money runs out too soon.
😖 You don’t want to retire too late…end up working when you could have been playing.
💥 Or you already retire…but constantly worrying about money and how long can it last?
This is a common dilemma. Most people don’t know their NUMBERS – how much money they need for the rest of their life. They may have properties, savings, investments, insurance etc., but no clue what it means and how they are heading financially.
So, what is your NUMBER? Not just to survive but live your life to the fullest. Knowing how much money is ENOUGH will give you the freedom to live your life happier. With much clarity, you know what kind of life you want, how much you need and maintain it for the rest of your life. It’s true liberation! After all, life is not a rehearsal; we must live the life we truly enjoy.
Here’s where I come in. I practice Lifestyle Financial Planning. I will assist you in achieving your desired life through a proven and systematic financial planning process. The future will come whether you plan for it or not. Let’s warm up via an enjoyable 30 mins complimentary exploratory discussion HERE.
My Testimonials
Ms. Cheah Pike Yan
Manager
Dr Cheah Pike See
Asscociate Professor
Mr. Yap Peng Keong
Project Manager
DCP (R) Dato’ Dr. Yew Chong Hooi
President of Forensic Science Society of Malaysia
❓ You want to retire early…but not too early, only to discover money runs out too soon.
😖 You don’t want to retire too late…end up working when you could have been playing.
💥 Or you already retire…but constantly worrying about money and how long can it last?
This is a common dilemma. Most people don’t know their NUMBERS – how much money they need for the rest of their life. They may have properties, savings, investments, insurance etc., but no clue what it means and how they are heading financially.
So, what is your NUMBER? Not just to survive but live your life to the fullest. Knowing how much money is ENOUGH will give you the freedom to live your life happier. With much clarity, you know what kind of life you want, how much you need and maintain it for the rest of your life. It’s true liberation! After all, life is not a rehearsal; we must live the life we truly enjoy.
Here’s where I come in. I practice Lifestyle Financial Planning. I will assist you in achieving your desired life through a proven and systematic financial planning process. The future will come whether you plan for it or not. Let’s warm up via an enjoyable 30 mins complimentary exploratory discussion HERE.
What do I do?
I specialise in Lifestyle Financial Planning, looking beyond the traditional idea of wealth in pure accounting. I connect your wealth to your purpose and the life you desire. Else your wealth only reflects the numbers.
I use a grounded and rigorously analytical approach - cash flow modelling which produces robust, detailed plans that will give you a clear picture of how to have ‘Enough’ for the rest of your life. The industry recognised my work and was awarded second runner-up for the Malaysia Financial Planner of the Year award in 2020.
Whom do I work with?
- Professionals who run their businesses in medical, legal, engineering, oil & gas, IT services etc.
- Senior corporate employees
How do I do it?
I wear Three Hats, as described in the link here. I use a 4-step approach:
- Step 1: Discovery journey
- Step 2: Working out the number
- Step 3: Taking action
- Step 4: Regular review
Malaysia Financial Planner of the Year award 2020 (MFPYA)- Second Runner Up
My Qualification:
- CERTIFIED FINANCIAL PLANNER®
- Master of Business Administration (University of Malaya)
My Profesional Licenses:
- Associate Estate Planning Practitioner (AEPP®)
- Financial Advisor Representative approved by Bank Negara Malaysia
- CMSRL by Securities Commission
- Corporate Unit Trust Consultant and PRS Consultant registered with FIMM
