Latest Guides
Latest Articles
2024 November Market Outlook
Get Members Access or Login to view this content.
2023 December Market Outlook
Get Members Access or Login to view this content.
3 Purchases that can Fast-Track Your Finances and 2 Purchases to Avoid
How we spend our money dictates the financial wellbeing of our future. Would you agree with our 5 recommendations for better spending habits? One of the key factors [...]
5 Things You Need to Know Before Changing Currency for Travel
Excited for your upcoming overseas vacation? These currency exchange tips could help you. Travelling to another country is always fun. From the cultures to food, there is always [...]
7 Low-Risk Investment Options to Safeguard Your Finances
With the current global economic landscape presenting challenges and opportunities, the demand for stable and steady investment is high. Navigating the ever-shifting terrain of personal finance, Malaysian investors [...]
Latest News
New Taxes that May Be Introduced in Malaysia
Malaysia is considering implementing new taxes when the economy recovers. Gain insight on the options for tax reforms that should be implemented in this country. With the announcements of Budget 2021 on November 6 and [...]
AirAsia Finally Removing Credit Card Surcharge
Did you know that under Malaysia’s central bank (BNM) guidelines, merchants are not allowed to impose card surcharges? AirAsia is taking a positive step to scrap their processing [...]
The Convergence of FinTech, LawTech and RegTech
How does FinTech, LawTech, and RegTech more than co-exist but actually converge and relate powerfully? It's more than merely sharing the "Tech" tag. "FinTech needs to come with [...]
Malaysia Launches National Financial Literacy Strategy
Malaysia's Prime Minister Tun Dr Mahathir Mohamad today launched the nation's five year National Financial Literacy Strategy 2019-2023. This initiative's vision is to improve the financial well-being [...]
New EPF e-Members Investment Scheme (e-MIS) i-Invest
EPF will be launching new EPF e-Members Investment Scheme (e-MIS) i-Invest allowing the public to invest directly from EPF into unit trusts. Updated: Aug 20, 2019 [...]
Popular Articles
Opportunities in Private Equity Investment
Opportunities in Private Equity Investment By Ho Seng Yee (RHB Asset Management CEO) What is PE? Private equity is equity capital that is not quoted on a public exchange. Private equity consists of investors and funds that make investments directly [...]
Maybank AmEx Weekend Cashback is Back
For all those who have been with the previous king of cashback, Maybank 5% weekend cashback is back after disappearing in Aug 2015 when most ccards got hit with a nerf bat! Maybank AmEx [...]
EPF Simpanan Syariah (EPF-i) Registration Opens Aug 8
EPF Simpanan Syariah on track to launch on Jan 1, 2017 w RM100b initial fund size. Applications open 8.8.16 Latest post here EPF Simpanan Syariah (EPF-i) Approved after 71% positive respondents to Members Consultation on [...]
EPF Relaxes Foreign UT Requirements
EPF removing 30% foreign shareholding cap for EPF approved UT investments effective Aug 1, 2016. Current EPF Members Investment Scheme (MIS) EPF members can opt to withdraw part of AC1 to invest in unit trust (UT) [...]
MaybankPay – 1st MY Mobile Wallet
Maybank launches the 1st Malaysian mobile wallet on your smartphone targeting 20k users in 2016. How to Use 1. Download MaybankPay app 2. Register cards (max 8 cards) 3. Tap on SmartPhone to pay [...]
Personal Finances
Understanding Your Financial Mindset and Breaking Free from Unconscious Habits
The first step towards getting peace of mind regarding your financial matters is to understand yourself. According to a survey conducted by Ringgit Plus, only 36% of Malaysians were considered financially literate. The survey also [...]
3 Strategi Mengasuh Anak Bijak Kewangan
Mengasuh kanak-kanak menjadi bijak kewangan untuk memelihara masa depan kewangan mereka. (Original article in English) Kebanyakkan perancang kewangan di Malaysia telah menyaksikan kesan cakna kewangan terhadap kehidupan individu. Bayangkan jika pendidikan kewangan diberikan pada tahap [...]
6 Steps to Mastering Salary Discussions as An Employee
Negotiating a raise on your salary can be a daunting task, but it should not stop you from getting more out of your time. According to Mercer's 2022 Global Salary Report, workers in North America [...]
Risk Management & Estate Planning
Investment Options for Monthly Regular Income
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?
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
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
Market Overview August 2023
Get Members Access or Login to view this content.
Data Analytics in Financial Advisory
Data analytics clears the fog of unorganized information to provide clarity for investors to make the right decision. In the fast-paced world of finance, information is key. The ability to make informed decisions can mean [...]
10 Kaedah Terbaik untuk Melaburkan Wang Anda di Malaysia
Cakna kewangan bermula seawal yang mungkin dan setiap perjalanan pelaburan bermula dengan satu langkah. (Original article in English) Anda mungkin tertanya-tanya “Benarkah simpanan aku yang sedikit ini mampu memberi kesan yang besar?” Perasaan ragu-ragu ini [...]