Comprehensive
Financial Planning
Financial goals setting for each client followed by the Six-steps approach to overcome financial obstacles and achieve life objectives.
Investment Planning
Strategy whereby we determine which funds goes into the proper investment vehicles based on the risk appetite, asset classes, financial goals, and time horizon.
Risk Management
Planning
Process that prepares the family and loved ones in case any of the event arises, i.e. unforseen illnesses, death, or tragedies.
With a background in corporate banking, I graduated with an Economics degree from the University of East Anglia and an MSc with Real Estate Economics & Finance from the London School of Economics and Political Science.
I am also a Licensed Financial Planner and Financial Advisor Representative, holding licenses to practice from both the Securities Commission of Malaysia and Bank Negara Malaysia. I am a director in licensed financial planning firm Alpine Advisory Sdn Bhd and I provide services for both conventional and Islamic financial planning for individuals, couples, families and small businesses.
In my day-to-day work, I deal a lot with real estate matters, incorporating financial planning principles to complement advising clients on all things personal finance in a more holistic manner.
100+ clients helped
With a background in corporate banking, I graduated with an Economics degree from the University of East Anglia and an MSc with Real Estate Economics & Finance from the London School of Economics and Political Science.
I am also a Licensed Financial Planner and Financial Advisor Representative, holding licenses to practice from both the Securities Commission of Malaysia and Bank Negara Malaysia. I am a director in licensed financial planning firm Alpine Advisory Sdn Bhd and I provide services for both conventional and Islamic financial planning for individuals, couples, families and small businesses.
In my day-to-day work, I deal a lot with real estate matters, incorporating financial planning principles to complement advising clients on all things personal finance in a more holistic manner.
100+ clients helped
Our Clients
Problems
Not sure where to start saving?
Most clients want to save, but don’t know how to structure their savings across short-term, emergency, and long-term goals.
Worried about retirement funds?
Many are unsure whether they’re saving enough, investing right, or even starting early enough to enjoy a stress-free retirement.
Confused with insurance or investment choices?
With so many overlapping products and confusing terms, choosing the right financial instruments feels overwhelming — and risky.
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