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!
Articles
How Much Is Enough To Live A FI/RE Lifestyle?
Is it RM500,000? RM1,000,000? RM2,000,000? RM8,800,000?
Media Contribution
The Star: Budget 2023 Should Address Financial Literacy
Teach personal management in schools
Media Contribution
Smart Finance: Budget 2023 and You
Kimberly discusses key points from Budget 2023
Media Contribution
The Star: Managing Cash in 2023
StarBiz reached out to Kimberly to find out how she ...
Seminar & Events
Webinar for UTAR: Managing Your Budget
Kimberly was invited by UTAR students to give a talk ...
Seminar & Events
Seminar for Financial Education Network 2022: Navigating Personal Finance Online
Ian was invited to speak in Financial Literacy Month 2022
Media Contribution
Interview with BFM radio: How Can We Beat The Economic Squeeze?
Dealing with the rising cost of living
Seminar & Events
Client Event: Mooncake Making Workshop
Our hybrid virtual/physical event making snowskin mooncakes
Seminar & Events
Client Event: Pub Quiz MCO Edition
Our first virtual client event! Prizes totalling over RM300 in ...