Loading...

Latest Guides

Latest Articles

How to Set Savings Goals and Save Your First RM100K

October 7th, 2023|

The first step in a financial journey is to start with saving. The original version of this article was published on FundingSocieties.com.my. In a challenging financial climate, it [...]

Latest News

US Labels China as Currency Manipulator

August 6th, 2019|

US escalates trade war including labeling China as a currency manipulator. US, global, and Malaysian markets turned red in response. Investors head towards government bonds and the Japanese Yen. [...]

Is it Right to Take Hotel Stuff Back Home?

August 3rd, 2019|

Have you ever taken stuff back from the hotel you were staying at? Don't lie now! Is this considered smartly saving money or is this actually theft? [...]

What Does US Fed Rate Cut Mean?

August 1st, 2019|

US Federal Reserve Bank cut rates by a quarter basis points. However, the impact of the rate cut was different from expected norms. What gives? US Fed Rate [...]

What Malaysians Need to Know About EPF Nomination

July 31st, 2019|

You need to know this about your EPF retirement funds nomination. Don't risk falling for viral hoaxes. Get accurate information on your nomination and beneficiaries! EPF Nomination "By [...]

Popular Articles

Personal Finances

Wealth is Health

May 3rd, 2023|

Having sufficient wealth is often an indicator of good health, and the opposite is just as true. Wealth is a term that is often associated with material possessions and financial assets. While wealth can bring [...]

Exploring AI’s Impact on the Finance Industry

April 27th, 2023|

AI. The latest buzzword in tech that is predicted to revolutionize the world of finance. The finance sector is one of the most complex and data-intensive industries in the world today. It deals with large [...]

Debt Management in Malaysia

April 25th, 2023|

Managing debt continues to be the most sought-after topic as many Malaysians struggle with it. Learn some of the ways to have a better debt management. Debt management is an important aspect of personal finance [...]

Risk Management & Estate Planning

Investment Options for Monthly Regular Income

August 19th, 2014|

A generous & loving older retired couple approached me to discuss options to look at for investing. They had recently received a sizable inheritance gift & wanted to receive regular monthly income & upon passing to pass on the [...]

Is Female / Lady Insurance Worth It?

August 12th, 2014|

Recently a number of clients had been asking me whether is female / lady specific insurance worthwhile getting... Firstly what is female specific insurance exist? It is a comprehensive insurance designed to be marketed for females. Coverage would [...]

Getting Your 1st Life Insurance Policy

July 22nd, 2014|

Recently friends have been asking me about the 1st insurance policy to get. Either for themselves or for their children who are still studying. Below are some guidelines. On buying your 1st insurance policy, usually [...]

Investing

The Ethical Investor: Personal Finance Meets Sustainability

May 31st, 2023|

The image of capitalist corporations exploiting where they can in the pursuit of wealth is challenged as the public demands businesses show more accountability and responsibility in their actions. The concept of ethical investing has [...]

Ready to start?

Whether it’s overall financial health, investment queries, or financial goals, we are here to help you simplify and grow.

Get Started
Go to Top