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Be In Control of your Wealth. Stop Worrying about Money

DO WHAT YOU ARE GOOD AT. LIVE THE LIFE YOU DESERVE. ENJOY THE TIME FREEDOM YOU DESIRE.

Read more: Wealth Advisor Scope of Advice & Fees

Clarity is freedom. Know what is important to you will gain freedom to ignore what is not.
That is why, We Understand my Clients’ Needs, Wants & Feelings Better than others.

See if you are feeling one or more of the below?

I Cannot Find Enough Time Or Expertise to Manage my Wealth

  • I want to Save Precious Time so I can focus on my job/biz
  • Show me how to Strike a Balance so I can fund my child education adequately without jeopardizing my retirement nest egg
  • Tell me whether what I’m currently doing is enough to Retire when I Want
  • Help me chart a probable Retirement Roadmap for me so I don’t run out of money before running out of life
  • Help me put together a Sustainable Income Replacement Plan based on my lifestyle and preference
  • Advise me on the Cause and Effect of financial decisions I’m going to make now
  • Help me Stop Financial Leakages that compound over time and derail my finances

I Need Independent Non-Biased Second Opinion from a Professional

  • My investments are underperforming compared to the market, what to do next?
  • I need to restructure my portfolio, but how?
  • Is what I have and am currently doing good enough?
  • Am I ahead or behind other people of my age and profile?
  • Am I over/underinsured and/or overpaying for insurance?
  • How to best optimize my retrenchment benefit?
  • Is there any low-hanging fruit I am not aware of, to accelerate towards my financial life goals?
  • Guide me to Reduce Financial Mistakes by leveraging experience from people who’ve ‘been there, done that’

I Feel Stuck Trying to Get Actionable Financial Advice & Knowledge

  • I want proper consultancy, not sales talk or products pitches
  • I don’t understand financial jargons & how they relate to each other
  • I’m unable to make informed decisions due to information overload
  • I am confused, frustrated & overwhelmed with what’s out there
  • I don’t know how to start investing
  • I’m not good with numbers, ringgit and cents – help me!
  • I want to grow & optimize wealth with high certainty, ignoring external noises
  • How to best optimize return, with the lowest risk, in a volatile market?
  • Help me Catch and Fix Financial Blind-spots before they snowball out of control
CF Lieu | Malaysia's #1 Independent Certified Financial Advisor & Financial Planner

CF Lieu…Who?

  • Check out my work at my social media channels below
  • Need 1on1 advisory urgently? Please go HERE