Fun facts about me

I’m Ian Wong, and I help the people around me achieve their financial goals
through strategic financial management.

See, the average person works longer hours and has less purchasing power
than previous generations. On top of that, there’s very little formal education
on personal finance. I’m here trying to fix that.

Fun facts about me

I’m Ian Wong, and I help the people
around me achieve their financial
goals through strategic financial
management.

See, the average person works longer
hours and has less purchasing power
than previous generations. On top of
that, there’s very little formal
education on personal finance.
I’m here trying to fix that.

My story

Qualifications

Capital Markets Services
Representative License
(CMSRL)

 

eCMSRL/B7140/2017
– Securities Commission Malaysia

Certified
Financial Planner
(CFP)

 

C005502
– Financial Planning Association of Malaysia

BSc Actuarial
Science

 

– London School of Economics and
Political Science (LSE)

So, what do I do?

 

I help my clients achieve their financial goals as quickly and as efficiently as possible. To do this, I customize and tailor action plans for my clients to follow, based on their current financial status. Note, that these ‘plans’ are a set of guidelines and steps – not products.