Paid Financial Advisory (1on1)

Outcome-Oriented Advisory

Our outcome-oriented advisory approach focuses on you and the positive outcome(s) you wish to see & feel from the advisory. We as your advisors, use our applied knowledge and practical experience to deliver that to you.

It ensures that the advice you get is actionable, relatable, and custom-tailored to you.

Outcome-oriented advisory approach also prioritizes 2-way communication with you to explore various angles & opportunities for an issue that needs to be resolved. It engages you to discover and make sense of the most effective solution(s) to achieve the best possible outcome(s).

This applies to investment advisory, risk management advisory, retirement planning, and even business tax planning.

These are the 4 common financial advisory scopes to achieve the outcomes you want, click on each of them to learn more.


Regardless of what scope of advisory that best fits your needs right now, the advisory process will be similar as outlined below:

Step 1: Identify your Priorities & Scope of Advice

We need to speak to you to precisely pinpoint your pain point(s) & desired outcome(s) from the advisory you are seeking. This is the fact-finding stage where expectations are being set as we propose how we will conduct the advisory session(s) for you to address the matters you need to resolve.

Step 2: Gather Necessary Information from you

Depending on your scope of advice, this could be in the form of your current investment portfolio statements (investment advisory), details of your existing insurance policies (insurance restructuring advisory), income & spending and asset & liabilities (retirement road-mapping advisory) or tax filings & income statements (tax planning advisory for business owner).

Step 3: Audit & Analyze your Information

We review the information provided, crunch the numbers and do a comprehensive ‘situational analysis’ to correlate the root cause of the issue(s) you are seeing & feeling. We prepare recommendations by putting ourselves in your shoes.

Step 4: Recommend & Explain your Options

During the 1on1 advisory sessions, we explain our findings and go through with you the options you have to address the matters at hand. We advise you on the pros & cons of each options, at the same time getting your feedback to fine tune the solution(s) that is in your best interest.

Step 5: Make & Implement the Best Decision

We may carry out the recommendations or serve as your coach, coordinating the process with you and other professionals such as investment managers or accountants. We may also handle the interaction with solution providers.
Certain scopes of advisory can be a dynamic on-going process that requires continuous monitoring. When needed, we review the actions implemented periodically, to take into account of changes in income, asset values, business or family circumstances.



Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia
BEFORE
Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia
AFTER

Paid Financial Workshop/Seminar (1 to Many)

Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia

Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia
Financial Planning Association KL
Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia
Maybank Academy
Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia
EPF via Zoom
financial planner PNB
Permodalan Nasional Bhd KL
Frequently Asked Questions | CF Lieu - Independent Licenced Financial Planner and Advisor Malaysia
Medical Association via Zoom
Financial Advisory Services by CF Lieu by CF Lieu - Certified Financial Planner Malaysia
Motorola Penang


Free Financial Advisory

Available via CF Lieu social media channels of 60,000 followers, you can engage me and shoot me a DM by tapping any of the icons below.

If your question can be answered within 3 minutes, I will personally make a short video reply to your inquiry.