MIND YOUR MONEY,
MAKE LIFE WORRY FREE
Building resilient wealth with clarity and purpose
Hi, I’m Ian, a Registered Financial Planner based in Malaysia. I believe in making financial planning simple, engaging, and relevant for Malaysians. I help busy professionals, entrepreneurs, and families understand the importance of insurance, estate planning, and long-term wealth strategies.
mission
To equip you with the knowledge to protect your wealth, secure your family’s future, and grow your financial confidence, one practical step at a time.
SERVICES
risk management
Review your existing insurance policies and reprogram your portfolio for maximum protection and efficiency to align with your current lifestyle and obligations.
Estate
Planning
Draft legally valid wills that reflect your wishes to avoid common errors that may lead to disputes and safeguard your assets for your intended beneficiaries.
Investment Planning
Tailor investment strategies based on your goals by planning for retirement through tax-efficient and diversified investments based on your risk appetite, investment horizon, and life stages.
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The Mindful Money Path 