We prefer you to seek for a preliminary consultation with us first through Chat or email, or make a special arrangement for a webinar through Zoom or Google Meet. 

We would appreciate the meeting to involve the decision maker who has controlled and managed most of your family financial matters, or beneficiary owner of your family financial assets.

We are independent financial planners and financial adviser representatives. We are untied to major financial product providers (Risk & Investment) in Malaysia, and only dealing with various financial products (onshore and offshore) allowed by UOB Kay Hian Advisors Sdn Bhd following their business associations to appointed financial institutions or financial product providers.  Our independence allows us to be impartial in our advice to you.   

We are fee based financial planners. This means that I can charge for time cost of consultation and according to our tabulated scale of fees. Whilst, I am allowed to earn fee from any financial product placement or implementation remunerated from our service providers. However, there is no charge for the preliminary consultation. Commonly, we charge for holistic financial planning and segmented planning advice upon signing of a letter of engagement (LOE). For further details, kindly contact us.   

I invite you to explore the journey of Financial Serenity with us, the path that leads you to have financial and psychological security with wise decisions in your financial life.