Receive a Paid Personalized Advisory and Exact Premium Costing for your age, from 3-5 different insurers, all in one place
(No need to talk to multiple insurance agents or disclose your phone number)
Hi, I am CF Lieu, these are what my clients said on our insurance advisory 👇
A ‘Lecture Session’ Done Well – from a Clinical Professor
Being a clinical professor myself, Lieu’s 1on1 ‘lecture session’ was all well done because it met what I wanted to know. It has helped me to discover a number of things about my insurance policies that I was not even aware of in the first place.
For example, managing insurance coverage sustainability so I know what to expect 20-30 years now, instead of being faced with a rude, shocking discovery of policy lapse or premium spike.
The other important thing is that I am now able ask way better critical questions when any insurance product is recommended to me , instead of just settling for whatever is being offered.
Personally, I do appreciate and understand that good, no conflict-of-interest advice which comes with a fair professional fee is worth it.
For example, 10x-ing medical coverage with only RM 40 extra per month.
Lieu also gave me investment portfolio management insights that made me rethink how to better my investment strategy going forward.
Dr Teh Wai Choon, Consultant Orthopaedic & Trauma Surgeon at Pantai Hospital,
also Clinical Professor at AIMST University
The advisory sessions are conducted in no rush have been extremely helpful and have clarified a huge amounts of points that I wasn’t aware prior.
I now feel much better equipped to make the right decision being guided step by step by CF Lieu.
Of course, the decision will be entirely mine but having the expertise of an expert from Malaysia who clearly understands the law, the rules, the practices is extremely valuable.
Pierre Perusset, General Manager – The Ritz-Carlton Hong Kong
Clarity and Results
The most useful part of the advisory process was that on how you educated me on optimizing my spending on maximizing coverage at the lowest cost. Saved more than RM 6,000 a year for the next 17 years, and that’s not taking into account investing this amount and compounded annually. I like the common sense you advise on things and the details of it – even though I tend to forget but I still like the details you explained because I am a detailed person.
Saiful Amry Mahat, 39 (KL) Head of HR Services, APAC at Givaudan
The only regret I have when I engaging CF Lieu is NOT seeking his advice earlier pertaining to my family insurance matters.
Lieu has delivered precisely the the answers I am seeking to solve the insurance issues I had for more than 1 year, which I can’t seem to get straight answers from insurance agents.
The advisory sessions had been exceedingly useful in clearing all my doubts on the nitty-gritty stuff and showed me the exact approach to pay less while getting increase coverage.
I am satisfied and extremely thankful to Lieu – the advisory fees is indeed well spent.
Dr Nik Marzuki Bin Mohammad
Anesthesiologist, KPJ Klang Specialist Hospital
I engaged Lieu all the way from Singapore at the moment where I was almost blindsided by an insurance agent. Lieu’s advice has ‘saved’ me in the nick of time for me to fix the matter I overlooked.
As an analytical professional lacking time and practical exposure to the many aspects of personal finance, I often times feel I can’t connect the dots. However, Lieu’s process-oriented advisory approach has given me the utmost clarity I need to untangle a web of complications, giving me the confidence to move forward with an actionable strategy.
Also, I actually casually ‘verified’ his recommendations with the Finance director friend and he concurred that Lieu’s advice does make sense and hold water.
It has been a great experience for me engaging him and I’d vouch for his client-centric approach.
Joe Koon, 36 (Malaysian)
Front Line Leader (Team Manager) at Abbott Singapore
Certainly recommend him (CF Lieu) to busy professionals who need independent and sound financial planning advice
Although my husband and I are trained in finance, we have been very busy with work and caring for our young children in recent years, therefore we engaged Lieu to handle our investment portfolio.
Lieu has been professional, knowledgeable, efficient and reliable. We like that we can communicate effectively over online meetings, saving even more time for our family.
I have also engaged him to compare medical insurance options in Malaysia. The information he gathered is objective, insightful and detailed.
I would certainly recommend him to busy professionals who need independent and sound financial planning advice.
Mrs. Carol Teoh (Singapore and Kuala Lumpur)
An educator who was previously a Chartered Financial Consultant in Singapore
Gained so much clarity on my overall financial health and saved me a significant amount of money for the things inside my insurance & personal tax which I don’t think I will ever find out by myself.
Also provided me preemptive measures to plan for my next 5 years and the financial mistakes to avoid. Trust me, I have asked ChatGPT but it asked me to consult a financial advisor instead – ChatGPT was right!
Janson Chah, Principal Software Engineer, Tacklit