Unbiased, Flat-Fee & Licensed Wealth Advisory You Can Trust
(We educate, plan, validate, optimize & implement your wealth strategy)
“Customized, independent advisory helps you with nearly any financial decision you face, from (re)constructing investment portfolios & expanding your financial opportunities to retirement roadmapping & evaluating insurance needs.”
How Can Your Life Change with our Advisory?
You make better, informed 💰 decisions that ultimately lead to more money, more time and less stress.
Better financial decisions comes from being aware of the options you have, some of which you may not be even aware of until you seek advice, validation or second opinion.
The advice, validation or second opinion you get gives you better optics.
Is Our Service For You?
Yes, if you are thinking about the challenges below.
Also, Read our Clients’ Stories
I Cannot Find Enough Time Or Expertise to Manage my Wealth
- I want to Save Precious Time so I can focus on my job/business
- 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 Can’t Get Unbiased Second Opinions 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?
- Are there any immediate opportunities 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’m Stuck Trying to Get Money Advice & Knowledge
- I want proper consultancy, not sales talk or products pitches
- I don’t understand financial jargon & 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
How Is Our Service being Delivered to You?
Watch an Example Below. Then, read more: Wealth Advisor Scope of Advice & Fees
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CF Lieu Advisory is NOT a tied sales agent of any banks, insurance or investment management companies