Getting Down to the Basics with Personal Finance
This year marks the tenth year of my service in the financial services industry, and over the course of my career, I have provided advice to clients from different...
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financial planning
Choosing the right Financial Planner
A licensed financial planner is deemed to be in the best position to help his/her client chart the latter’s financial roadmap to live a better life. Often, the individual is...
Malaysia’s Financial Planning Bodies
In 2004, the Securities Commission of Malaysia (SC) introduced the precursor to Licensed Financial Planner status following amendments to the Securities Industry Act (SIA)...
Wealth and Estate Planning
By Tan Ping Ying, CEO of Affin Hwang Trustee Bhd (AHTB) As more Malaysians gain in affluence and accumulate more assets, wealth and estate planning have become more pertinent...
Wealth Vantage Advisory: Passion and Processes in Financial Planning
Graduating from the Massachusetts Institute of Technology in 2003, Rafiq’s subsequent experience in management consulting with industry heavyweights such as...
Planning for Care in Later Life
Our home is an essential part of living and could make the difference in our quality of care in later life – notably in whether or not we meet our needs, preferences or...
New Year, New Life?
Every new year, many of us hit the ‘reset’ button on our lives and are imbued with new energy and determination to live our lives in a way we can only hope is ideal. This hope...
Wealth Planning: A Wake-up Call
While education initiatives tend to focus on the processes and benefits of wealth planning, less emphasis is given to the consequences of poor financial planning faced by...
Breaking Free From Bankruptcy
Bankruptcy can severely impact an individual’s financial future, both due to the extensive restrictions imposed on bankrupts as well as their consequences to their earning...
The Future of Retirement
Retirement is defined as the end of the working phase in one’s life, which is anticipated to be one that is dominated by leisure paid for by savings and benefits accumulated...