Investment Advisory

““I am an accountant with decent financial knowledge but sessions with CF Lieu provided me with a new perspective and in some cases, details and information that I never knew or considered.

For me, the consultancy session provided a lot of value, especially with his direct and easy-to-understand explanations. He is very humble and respectful of the client’s viewpoint despite him having a rich knowledge in the investment planning space!””

“The clarity I got from Lieu’s 1on1 advisory sessions hit me like a boulder! Going forward, I now know how to ask The Right Questions whenever I engage with Financial Intermediaries.

That being said, I truly appreciate Lieu’s very clear & relatable explanation, using analogies that I am familiar with. Especially on understanding the fundamentals of different investment asset classes before jumping into multiple investment platforms – and what to look out for, even when I am short of time, the unskippable MUST-KNOWs.

““Never thought the actual advisory is so detailed! Very different from the online investment groups I encountered with continuous upselling, sales gimmicks and hidden costs.

As a professional myself, I personally feel the analysis effort you did and time dedicated to advising me 1on1 is well-worth it.

Definitely has helped me plugged some financial leakages and further optimized my investment finances””

My experience with CF has assured me that it is a penny well spent.

If I pay CF Lieu RM1,000 today, his advice is able to help me invest smarter to gain RM10,000 in the near future. If I pay CF another RM10,000, his advice is able to help me avoid pitfalls that could cause me to lose RM100,000.

Evidently, just one-hour advisory session with CF has saved me 10 years of 5 figures recurring charges from the mistake of buying a banking product in Singapore!

 He is able to balance risk vs returns for varying risk profiles of his clients. CF is able to instill the right discipline and advice so that we can still be a prudent and safe long-term investor.

Thanks for your wisdom and for continuously making a positive difference in people’s financial lives!

After 1on1 sessions with him, we are happy to say that, despite being an experienced business persons for 30+ years, CF Lieu has helped us understand the right approach to sustainable long-term investing, which is different from the approach to running a business.

They say you can’t teach an old dog new tricks, so we had reservations when we first approached CF Lieu for investment advisory. My wife and I gave him the benefit of the doubt without much expectation.

Truly, myself and wife know bits & pieces on investing here and there, but it was not until we had gone through more than 10 hours of 1on1 sessions with him that we were able to connect the dots and form a clearer picture on how to manage our retirement investing going forward.”

“For years, I’ve been managing my investment portfolio by myself, and I feel that I’ve finally run into a wall due to my own limitations in terms of knowledge and time.

Until I engaged CF Lieu, and I was not disappointed. Throughout the fact-finding and follow-up sessions, I can sense that Lieu was genuine. 

He helped me understand the building blocks of investment at a deeper level, explaining things in easy terminologies and funny analogies. This was actual actionable and useful advice, and not just another generic advice that we can just scrape off the internet.

In the end, we achieved the objectives that we set out to achieve, and I am happy that I chose Lieu as my financial consultant. I also like to think that I’ve made a new friend along the way.”