Resources

Whilst we are financially trained, we strive to demonstrate key concepts through the eyes of a layperson. Our advice is optimised to be easily understood and adopted. This section aims to provide you with some actionable steps as well as a way to keep up to date with our activities!

Find actionable steps to be applied in your financial journey

Drop-in weekly for bite-sized, current financial strategies and tips. This section aims to provide you with information on financial topics as well as a way to keep up to date with our activities!

Focus Malaysia: Pushing for more financial literacy (Part 1)
Media Contribution

Focus Malaysia: Pushing for more financial literacy (Part 1)
This article discusses the alarmingly low level of financial literacy ...
How Does A Bank Work?
Articles

How Does A Bank Work?
Who are a bank’s true customers? What led to the ...
Should We Invest in PRS for Tax Reliefs?
Articles

Should We Invest in PRS for Tax Reliefs?
We know that there is a RM3,000 tax relief for ...
The Star: Avoiding Mistakes When Filing Your Taxes
Media Contribution

The Star: Avoiding Mistakes When Filing Your Taxes
Kimberly provides some insight into tax filing and the common ...
Webinar for UTAR: The Psychology of Money – How Your Mindset Affects Your Financial Health
Seminar & Events

Webinar for UTAR: The Psychology of Money – How Your Mindset Affects Yo...
Kimberly was invited to speak for a UTAR event
What Is Tax Relief?
Articles

What Is Tax Relief?
Tax filing season is upon us once again and you ...
Capital Growth or Income Generation: Which is Better for You?
Articles

Capital Growth or Income Generation: Which is Better for You?
Decide whether you want to go for Capital Growth or Income Generation
How Much To Save Each Month To Get RM1,000,000 by 50
Articles

How Much To Save Each Month To Get RM1,000,000 by 50
Today, let’s explore how much you’d need to save and ...
Two Gears To Generate RM1 Million Upon Retirement
Articles

Two Gears To Generate RM1 Million Upon Retirement
What can you do or what are the steps that ...

Media