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!
Seminar & Events
Client Event: Sip & Paint
Thirty clients and friends gathered at Art & Bonding in ...
Seminar & Events
Client Event: Candle Making Workshop
We took our clients for a candle making workshop led ...
Media Contribution
The Star: Ringgit and Your Wealth
The ringgit performance and what investors can do
Media Contribution
The Star: Improvement in Financial Literacy Needed
Ways to improve financial literacy in Malaysia
Media Contribution
The Star: The Need to Realign Investment Portfolios
The importance of portfolio diversification
Seminar & Events
Webinar for UTAR: Managing Personal Finance
Yuvarajan and Kimberly were invited to speak on personal finance
Media Contribution
The Star: Women and Financial Freedom
The importance of financial freedom for women and how to ...
Media Contribution
The Star: Blue-Chip Stocks A Viable Investment Option
Investing in blue-chip stocks and portfolio diversification
Media Contribution
The Sun: Improve Public Transport System with B40 in Mind
The cost of inadequate public transportation for the B40 group