Testimonials

  • Ian makes a point to check-in with me often, keeping me up to date and ensuring that I continue to follow our agreed game plan. He’s like a personal trainer for my finances. read more

    Ashley Tan, 27, Entrepreneur and Co-President of Lean In Malaysia
  • I’m very happy that I now have a trusted, qualified, person for me to contact at any time regarding my financial matters. read more

    Lily Zahara, 28, Executive
  • Ian’s approach is different – he ensured that I understood the financial concepts first, before looking for the best products to fit me. read more

    Munirah Sabri, 34, Accounts Manager

About Me

I’m a Licensed Financial Planner, which means that I hold the Capital Markets Services Representative License (CMSRL), issued by the Securities Commission of Malaysia. I’m also a full qualified Certified Financial Planner (CFP). Prior to that, I graduated from the London School of Economics (LSE) with a degree in Actuarial Science.

Currently, I’m a Partner with IPP Financial Planning Group (Malaysia). I have been in the Financial Planning industry for quite a few years now, and am thoroughly passionate about promoting financial literacy, especially in my fellow millennials.

More about me

Have any questions? Get in touch!

Services

Comprehensive Financial Planning

Holistic analysis of your current financial status and mapping of the most efficient way towards your financial goals.
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Investment Planning

Strategic asset allocation based on your current and future requirements, as well as risk-appetite.
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Insurance Planning

Protecting your progress towards your financial goals, without sacrificing your ability to invest.
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Limited Time Offer!

Hurry up! Contact me today and get a complimentary first consultation!