I help Malaysian couples and professionals like you, in your 20's, 30's and 40's, to achieve financial freedom with a holistic approach to financial planning.
- Wei Chong, Independent Financial Adviser, CFP CERT TM
Independent Financial Advisor,
CFP CERT TM
Become Confident about Your Personal Finance
Be in complete control of your cash flow. Gain full confidence to make any money-related decision, be it big or small.
Feel Peace of Mind Being Financially Secured
You naturally become less stressed than your peers when all your goals, future plans and even the contingencies have been planned for.
Focus Your Time & Energy on What's Important to You
If researching finances isn't a passion of yours like it's mine, you deserve the time to focus on what's truly important to you - like your family or your true passion.
I practise a holistic approach to plan, manage and grow your personal finance, as an Independent Financial Adviser (IFA) and CERTIFIED FINANCIAL PLANNER®.
A holistic financial planning process with me typically goes like this:
Getting To Know You!
Identify Your Goals
Evaluate Your Current Finances
Implement the Plan
Review Results Regularly
All parts are interconnected. As a result, they often affect each other tremendously when one part is especially weak or strong.
To help with that, taking a holistic approach means getting your finances in shape from all angles. In addition, the process often helps you build a formidable plan against any hits to your finances, such as an unexpected drop in your income, an investment gone bad or even deciding to retire earlier.
I now feel more confident and empowered
Before taking up financial planning service, I wasn't sure if I was saving enough for retirement. I also had a lack of clarity on my financial situation. Wei Chong helped me understand how to achieve each of my financial goals. He explained everything in a very detailed and systematic manner, and always followed up on pending actions. I now feel more confident and empowered with the new knowledge I have.
Regulatory Affairs Manager, 34
Definitely helped my family out big time
Over the past year my husband got increasingly busy with his work, so I took over the task of reviewing insurances for the entire family. I engaged Wei Chong to evaluate all existing policies we had at the time. We found so many ways to improve things. Most interestingly, we increased one life coverage from RM70,000 to RM500,000, by paying RM240 less per year! I'd never understand how that could be possible. I strongly recommend getting a CFP's help to find out your insurance needs, it definitely helped my family out big time.
Serial Entrepreneur, 35
Do you want to improve your finances?