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Be In Control of your Finances. Stop Worrying about Money

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

Read more about financial advisor scope of advice here

Clarity is freedom. Know what is important to you will gain freedom to ignore what is not.
That is why, I 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 Finances

  • 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 some sales talk or products pitches
  • I don’t understand financial jargons & how they relate to each other
  • I’m not able 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