“What happens when a cocky DIY Investor (me) gets advice from a licensed financial planner? But maybe this independent streak of mine; believing I can learn anything from the Internet is sometimes a weakness. Actually, it’s kinda arrogant. And if there’s one thing I’ve learned about growing older, it’s you don’t have that much time to DIY anymore. Oftentimes, the smart thing to do is work with an expert, a professional.”
~ Aaron Tang @ mr-stingy, founder (Read review)

“Having a financial plan in place and proper insurance coverage provides peace of mind for myself and my loved ones. Savings created from good financial planning prove beneficial especially in difficult times. Now having a better financial plan, I will be able to improve, control, and hopefully sustain my financial lifestyle.”
~ Angeline, Selangor

“What’s the best financial decision that you have made? For me, it is getting help from a licensed financial planner to improve my finances. This year, I managed to 2x my personal income and build a passive income foundation that contributed nearly 40% of my total income. With the guidance of my financial planner, I am now optimizing every penny of my hard-earned bucks to work for me!”
~ Yi Xuan, Founder of NoMoneyLah (Read review)

“InsyaAllah we now have our financial plan, tailored specifically according to our own situations, needs, and goals. We covered diagnostics, recommendations and action plan. The best thing is that the Independent Financial Adviser is not attached to any one product and the approach is not pushing products. I was advised from cash flow, children’s education, haj planning, insurance protection, retirement planning, wasiat, tax, zakat, etc.”
~ Siti, Kuala Lumpur

“Terbaik, baru selesai sesi tazkirah dengan financial planner. Sekarang dah tahu status kewangan semasa dan apa yang perlu dibuat untuk perbaiki kekurangan. Siapa berminat nak dapatkan khidmat perancang kewangan yang bertauliah, boleh daftar.”

“All these while I’m advising people and helping those who are in need. Now only I get the advice from licensed financial planners. Now that I know how much shortfall there really is. Have to keep on hustling and make plans to retire early. Thanks to my financial planner for this wonderful journey.”
~ Eza Ezamie, COO MajalahLabur

“我终于可以好好做自己，无需在每天醒来时担心卡债利息的事，过去心惊胆战的日子突然全都不见了！我真的哭了，終於跨过了这个煎熬——不止解决了10多千的卡债，还一并还清了车贷，每月现金流由负转正，多余的钱还可为应急基金和退休基金做准备。我仅保留一张信用卡作为平日用途，承诺自己不再背负卡债。感谢通过财务规划，引导我看见自己的问题，并尽力为本身财务人生负责。财务规划真的很重要，每个人都需要它!”
~ GL, Kuala Lumpur