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!
Media Contribution
The Sun: New Age Investing Trend (More Options Now for Millennials to Grow We...
Investment options that Millennials have now
Media Contribution
The Star: Investment Decisions Amid Inflationary Pressures
Investments during the inflationary period
Seminar & Events
Webinar for Women At Maxis: Your Investment Toolbox
Various investment instruments and how to use them properly
Media Contribution
The Sun: Do Homework Before Investing with EPF Money
Ian cautions against using EPF funds, discusses investments
Media Contribution
The Edge: Creating Your Own ESG Portfolio
Environmental, social and governance (ESG) investing
Media Contribution
The Edge: New Generation Of Financial Planners
How financial planning is evolving
Seminar & Events
Webinar for Lean In Malaysia: Personal Finance For Women
Panel session on personal finance
Media Contribution
The Edge: How Can Retirees Diversify Out of FDs?
Diversification from FDs into other investment instruments encouraged