About Us
We are the Experts in Financial Planning!
Serving Malaysians since 2010
In line with MALAYSIA NATIONAL STRATEGY FOR FINANCIAL LITERACY 2019-2023, we are the pacesetters who champion our national campaigns in providing expert advises for fellow Malaysians to achieve financial freedoms. Financial planning is for everyone! We have undergone professional accreditation just to ensure that we could help you to prevent expensive mistakes that can interfere with your busy lifestyle.
Mission.
To be the leader in financial solutions.
Vision
To serve and provide one-stop financial solutions to the public.
Our Management Team
Kok Kit
Team Leader
Bachelor of Computer Science, Inti 2005
Member of NAMLIFA
BAMC holder, LIAM
Certified Life Planning Advisor
Kok Kit has developed a lot of interest in property investments. His love of properties has prompted him to take a more holistic approach to financial planning.
After years of self-improvement, he is now not only a financial expert himself, but a guru who leads a high-performing team. He has successfully transferred his knowledge in property transactions, banking affairs, debts management, legacy planning to his subordinates and clients and he lives by the virtue of “Together Everyone Achieves More”!
Ben Soh
Managing Director
Bachelor of Science (Computer Science), UTAR 2005
CFP Certification™, Member of FPAM
Member of NAMLIFA
BAMC holder, LIAM
Certified Life Planning Advisor
Ben first expressed interest in financial planning when he realized that Malaysian’s financial literacy is low among developing countries. For the love of this subject matter, Ben swapped professions and ditched his high-income I.T. job, and went on the financial planning foray.
Now, Ben focuses on promoting financial literacy among young professionals, having amassed a number of personal accolades en route.
Mei Chin
Team Leader
Bachelor of Science (Comp Science), UTAR 2005
Member of Million Dollar Round Table (MDRT), NAMLIFA
BAMC holder, LIAM
Certified Life Planning Advisor
Mei Chin previously spent 10 years in the largest bank of Malaysia, working as a bank executive. She is a very astute money manager from a young age.
After trading places from banking to financial planning, she has broaden her knowledge, networks and increased visibility to better serve our fellow Malaysians. She is now a regular member of the Million Dollar Round Table, being one of her highest achievements to date.
Our Advisors
Kok Lim
Star Advisor
Bachelor of Computer Science, Inti 2005
Member of NAMLIFA
Certified Life Planning Advisor
Kok Lim has the unique ability to tailor solutions to meet his clients’ financial requirements, while presenting the solutions with the simplest ways to ensure recommendations meet the clients’ needs. A former I.T. professional, his meticulous approach has always been well received by his clients and admired by his peers.
He is an enthusiastic biker and motor sports is always in his blood. The love of motor sport has made him a perfectionist, and he believes that precision is the key to everything.
He decided to change career path after a serious accident opened his mind on the importance of insurance. Now, he focuses on educating the public on the benefits of insurance, being one of the beneficiaries himself.
May Hor
Rising Star
Member of NAMLIFA
Certified Life Planning Advisor
May is an astute money manager from a young age. This is also the reason she pursued a career in accounting prior to joining the industry.
A young mom who believed in balancing work and life, she cared about the well being of her young family. Hence, family planning became her main focal point. Soon after, she became to opinion leader for many people around her.
Now, she has helped more than 100 families in financial planning. In her free time, she is also a regular content creator in a number of social media platforms. Being a role model who balances the work/life pendulum perfectly, no wonder she always carry a smile wherever she goes.
David Ding
Master Builder
Member of NAMLIFA
Certified Life Planning Advisor
David is passionate about helping people.
Being a former national cycling representative and former national darts representative, he possesses all the dedications to reach to the highest level.
Fishing is his favorite pastime, where he developed a lot of patience. Combining with perseverance, faith, passion and dedication, he is made the perfect coach.
More often than not, people around him mimicked his skills and qualities and improved their own games.
Currently, he is actively coaching the new generation on how to be successful in the financial industry.
