March 11, 2025
By Lee Sheung Un In an increasingly interconnected world, financial security is no longer just about growing your wealth—it’s also about preserving it. Investors who have […]
March 5, 2025
We’re proud to celebrate our members who recently passed the CFP Module 4 exam in the December 2024 cohort. Your hard work and dedication have truly […]
January 30, 2025
By KP Bose Dasan Malaysia’s national budget continues to expand year after year, outpacing both inflation and GDP growth. For 2025, it has reached RM 421 […]
January 6, 2025
By Catherine Yuan The holiday season is a perfect time for families to gather, reflect, and share what truly matters. Conversations often touch on personal achievements, […]
October 30, 2024
By Azhar Iskandar Hew Regardless of any negative comments from analyst and tax experts, the recent 2025 budget by Datuk Seri Anwar Ibrahim, our Finance Minister […]
September 30, 2024
In today’s fast-paced world, financial stability and security have become essential priorities for individuals and families alike. Yet, guiding clients through the complexities of personal finance […]
September 4, 2024
A Memoriam to Edwin P. Morrow II Pioneer financial planner, trainer and educator based in Ohio, USA (Passed away 1 September 2023, aged 83) By KP […]
September 3, 2024
Future-Proofing Financial Planning Chris Tse, Chairman of the Institute of Financial Planners of Hong Kong (IFPHK), shares his insights on the key challenges and opportunities facing […]
August 5, 2024
Boom or Bust? Malaysia’s Economic Growth Hangs in the Balance Malaysia’s 2Q24 GDP advance estimate surged to a remarkable 5.8% year-on-year growth, the highest in six […]
