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Hi, I am Yvonne

CFP®, IFP®, AEPP®, Estate Planner, Financial Adviser
理财规划界的匠心规划师



Licensed by Bank Negara Malaysia as a Financial Adviser’s Representative (FAR) 国家银行认证的财务顾问


Licensed by Securities Commission (SC) as Capital Markets and Services Representative's License (CMSRL) holder for Financial Planning 马来西亚证券监督委员会认证的财务规划师

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From Johor Bahru, Malaysia 来自马来西亚,柔佛新山

My Services

Save
The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.
PLAN
Plan out your Financial Future today! Get to understand your financial goals better, and most importantly, setting the right financial budget for the goals you want in life. Everyone of us wants to have the best things in life, but realisticaly, we can''t have everything. Setting the right financial goals first is the key to making right financial decisions for your life.

My Story

Before venturing into financial world, I was working for several corporate companies across Singapore and Malaysia. The number one thing that inspired me to be a financial planner is to be able to manage my own and family's' wealth effectively as they are my priority. Because of that, I took up Certified Financial Planner (CFP) Certification under Financial Planning Association of Malaysia (FPAM).


After one and a half years of learning, I was ready and fortunate to meet my mentor in FA Advisory. FA Advisory Sdn Bhd is providing me with all the resources I need. I have served more than 150 individuals and companies over the 9 years in the industry to help manage their finances more effectively by conducting holistic financial planning.


With this career, I am able to arrange my own schedule and have a balanced life with my husband and son. My goals in the next 1 year are to go on an overseas trip with my family and help another 100 people in improving their finances. My ultimate goal is to achieve financial and time freedom.


Visit www.yvonneadvisory.com for more details.


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在进入金融业之前,我曾在新加坡与马来西亚的企业打工。第一个让我想成为理财专家的原因是为了帮助自己与家人管理好财富,因为这对我来说非常的重要。因此,我就考取了马来西亚财务规划师协会 (FPAM) 提供的认证理财规划师文凭和执照。


完成了一年半的课程后,我已准备好。也很幸运的在 FA Advisory遇到我的导师。FA Advisory Sdn Bhd 这家公司提供给我所需的资源。也在9年的历程里,我通过全面性的理财分析与规划来帮助了超过 150 个人和公司财务与财富管理。


也因为这个行业,我能够安排自己的时间来陪伴老公与孩子,也有均衡的生活。我未来在一年的目标是和家人到国外旅游, 还有继续帮助另外100人提升与认知自己的财务状况。我的终极目标会是财富与时间自由。

​​​​​​​Everyone needs financial planning in life, it is the matter of how well you do it on your own. I am specialised in understanding personal and corporate financial needs and offer the right solution(s).

每个人都需要学会掌握财务管理,无论是自己能够管理得多好。就让我的专业来帮助您,先从了解您的财务需求再建议适合您的理财方案。

梦想人生,不是运气,是提前设计

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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

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