Financial Planners
Licensed Financial Planners & Associates
Independent Financial Advisors
Seated L-R: Nursaffa Athira Sahruddin (Operation Executive), Juraimi Judin (Chief Technology Officer), Stephen Yong (Chief Knowledge Officer), Rafiq Hidayat (Managing Director), Idham Idris (Director of Advisory Development), Samantha Yeoh (Licensed Financial Planner), Angel Pau (Licensed Financial Planner)
Standing L-R: Nuraishah Hanani (Licensed Financial Planner), Adam Nordin (Licensed Financial Planner), Nursyahirah Ghazali (Licensed Financial Planner), Catherine Tan (Associate), Fateen Rosli (Licensed Financial Planner), Helwa Sofni (Licensed Financial Planner), Syahira Mohamed (Licensed Financial Planner), Felicia Lim (Licensed Financial Planner), Wilson Wong (Licensed Financial Planner), Eyvonne Liew (Licensed Financial Planner), Nik Adlan (Licensed Financial Planner), Saidah Asilah (Licensed Financial Planner), Angie Ng (Licensed Financial Planner), Stephanie Loh (Associate), Carol Lee (Licensed Financial Planner), Vivian Chin (Licensed Financial Planner), Steven Kiang (Licensed Financial Planner)
Management
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Rafiq Hidayat: Managing Director
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Idham Idris: Director of Advisory Development
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Stephen Yong: Chief Knowledge Officer
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Juraimi Judin: Chief Technology Officer
Licensed Financial Planners
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Adam Nordin
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Angel Pau
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Angie Ng
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Carol Lee
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Eyvonne Liew
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Fateen Rosli
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Felicia Lim
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Hairil Jaslan
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Helwa Sofni
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Idham Idris
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Juraimi Judin
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Khairul Hakkim
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Kian Ng
Licensed Financial Planners
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Mohd Mukhlis
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Muhammad Faris
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Nik Adlan
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Nursyahirah Ghazali
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Ong Yit Hung
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Rafiq Hidayat
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Saidah Asilah
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Samantha Yeoh
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Sharifah Nur Amirah
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Stephen Yong
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Tang Hoey Ping
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Vivian Chin
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Wan Syahira
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Wilson Wong
Associates
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Catherine Tan
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Engku Nordiana
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Sarah Teo
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Stephanie Loh
“My clients feel comfortable when they planned well in their financial after knowing their current financial situation"
“With financial planning, one of my client is able to turnaround her cashflow from deficit to surplus"
" I take great pride in helping clients achieve their goals through financial planning"
"My approach is to act on the client’s interest first by doing diagnosis & solutions on their financial issues"
"Establishment of ideas in financial awareness is an important aspect in financial planning"
“Financial planning is a process to achieve our life goals and it is applicable for everyone"
"My role is to give your confidence, knowledge and experience to help you reach financial freedom”
"I take great pride in helping clients achieve their goals through their holistic financial planning "
“ My main focus is to help my clients on their children education, retirement fund and cash management"
"I believes in providing holistic financial planning solutions for her clients from an independent point of view"
The future belongs to those who believe in their dreams and a comprehensive FINANCIAL PLAN is your pathway that provides clear directions to all your dreams and goals."
