About Me 关于我

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 Sdn Bhd. The company is providing me with all the resources I need. I have served more than 150 individuals and companies over the 8 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 kids. 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.

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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 Sdn Bhd 遇到我的导师。这家公司提供给我所需的资源。也在 8 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。

What Do I Do and How It Can Help You? 

我提供的服务如何帮助您呢？

Holistic Financial planning 理财规划

Investment planning 投资规划

Insurance planning 保险规划

Will & Trust, Estate planning  遗嘱与信托规划

Retirement planning 退休规划

Coaching & Education 理财教育

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，关键在于你自己如何做得出色。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。

What Is The Difference Between Me and Other Consultants/Agents/Life Planner? 

我和其他理财顾问有什么差别？

I am now with 8VI FIN Malaysia Sdn Bhd, a licensed financial advisory firm headquartered in Kuala Lumpur, Malaysia. 8VI FIN is a one-stop centre for wealth management and financial planning solutions. It offers professional and unbiased advisory services tailored to the clients’ needs. For more information on the company and our services, you may visit www.vifin.my.

With the licenses and experience I have, I am able to provide unbiased solutions and independent advices by consolidating the options from the below partners. 

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8VI FIN Malaysia Sdn Bhd 是位于马来西亚首都吉隆坡的一间顶尖理财规划公司，主要提供一站式的财务管理和理财方案。以顾客需求为中心，通过专业与独立的理财咨询服务为顾客量身打造适合的理财方案。欲了解更多金融服务可以游览公司的网址: www.vifin.my

秉着我持有的专业执照和经验，我会通过整合以下合作伙伴的方案，为您提供公正、独立的理财建议。

11 Life insurance 人寿保险

13 General insurance 普通保险

2 Investment platform 投资平台 

30 Investment Fund House 投资公司

3 Will & Trust, Estate planning 遗嘱与信托规划

Good Money Habits Should Start Early 

理财习惯从小培养

Schools never teach us about financial management and our parents taught us to put the remaining money into our piggy bank after spending what we get. However that is not the right way to manage money. Hence I decided to be a part of the MoneyTree Certified Trainer to educate the children and youth for better money habits. Upholding the same belief as MoneyTree, my passion is to build foundation of money management for them from early stage of their life. 

学校没有教导孩子如何管理金钱，父母也教育我们把剩余的零用钱存起来。可是那不是正确管理金钱的方式。所以我决定也成为一名持有执照的 MoneyTree导师, 分享理财的知识，让孩子从小就能培养更好的理财习惯。秉持着和MoneyTree一样的观念，我的热忱是要帮助这些孩童们在年轻时建立良好的理财基础。

Credentials 顾客怎么说

Paige Sing, 28, Digital Marketer

Yvonne is very friendly, easy to communicate with and she understands my needs. Yvonne is versatile and knowledgeable, she customises my investment plans based on what I can afford and recommend the best solutions. 

Yvonne 人非常友善，很容易沟通，而且她明白我的需求。Yvonne 懂的也非常很多，她从我的能力范围设计适合我的投资计划。

Larry Lean, 41, IT Consultant

Yvonne is a professional financial advisor who is knowledgeable, efficient, and friendly. With a wide range of financial products and services to offer and having the tools necessary to meet the needs of the customer, I would highly recommend her to anyone that looking for a professional licensed financial advisor.

Yvonne 是个博识， 效率高，和友善的专业理财规划师 。她提供完善的金融产品及服务，还拥有齐全的理财工具来满足顾客的需求，所以我极力推荐她给任何寻找领有执照，专业理财规划师的人。

Yik Ming, 28, Engineer

Very professional in her service. Always put client's interest first and able to provide the right solution to fit individual needs. Highly recommended. 

她提供非常专业的服务。以顾客的利益为优先和给予适合的方案。极力推荐。

Before You Go 先别走

I am open for collaboration such as educational event & looking for more business partners to work together. Looking forward to meeting and start talking to you soon!

如有任何理财教育性的活动，欢迎找我合作哦。我也在寻找合作伙伴。期待与您面谈！

Financial Health Check • Financial Planning • Financial Coaching

财务健康分析 • 理财规划 • 理财教练