WHAT PEOPLE SAY

CLIENTS RAVE ABOUT ADVISORY RESULTS

Our clientele of high-flyers and professionals, regardless of race or skin color, vouch for the value and clarity of our fee-based advisory. These are real people, real stories…and a taste of tailored-to-your-needs advisory.

Ready to achieve the same as them?

Eye opener with a lot of in-depth knowledge on building a safety net in retirement portfolio

Captain Regunath Venkatasamy, Retired Pilot at Malaysia Airlines and AirAsia

🙏 Personalized financial advice saved me months or years of independent research.

💡 The sessions helped clarify strategies for my entire investment portfolio allocation.

🔍 The consultation enabled me to organize and filter fragmented (messy) financial advice online

✅ The sessions also validated my existing strategies and revealed overlooked opportunities.

🎯 The advisory sessions met and exceeded my initial expectations.

Eddie Fong, SAP Professional, KL

Nobody had the kind of testimonials you have on your webpage when I wanted to choose a financial advisor. You won’t tell me sugar-coated stuff or beat about the bush, which is what I need.
Also, you are excellent at catching the pulse of a client, giving me advice that is spot on for that. You are like a doctor for finances.

Raman Goel, Senior Manager at Seek & former BCG Consultant (Malaysian Expatriate with Talent Residence Pass)

I feel at ease talking to you, CF. When I talk to you, I don’t feel scared.
Yes, you are the expert, I am the client but you don’t explain it like you know everything while I know nothing. You get your message delivered on the spot, and if I’m not sure, you’ll explain more clearly. If you ask me to give you points, I’ll give you straight away 100 💯 marks

Tangaraj Murugiah, 57 (China) – General Manager @ Foshan Sancico Printing & Packaging

The sessions were fantastic! I would definitely like if I had a friend who’s in my situation and wants to speak to somebody who they can feel like comfortable and trust, I feel like I would definitely recommend, and I think your testimonials like they are very real.

Adam Malik, 28 (KL) Chief Operating Officer of a Digital Marketing Agency

I really appreciate Ching Foo – he is very detailed – Always gives a lot of thoughts to me, always trigger my thinking so we can make the advisory more comprehensive…I really think he stands from Customer Standpoint

Hong, Ling Seng, Director of Manufacturing at Smith+Nephew, Penang 

I liked your approach of advising without financial jargons, just plain english, something I can relate.” “Fees are affordable, and most importantly, from neutral perspective.” “From medical perspective, you are prescribing medicine that you are actually eating.

Dr Hans Lim, 34 (Penang) Married with 2 children, General Practitioner

Very good, relevant & enjoyable! Gave me Idea yang Bernas…you are like the Douglas Lim in financial sector

ADI NORAZWAN (Melaka) Penolong Pengarah Ukur (Seksyen Ukuran Hakmilik Tanah), Jabatan Ukur & Pemetaan Malaysia