SFP: Ensuring You Get Off to a Good Start
by Paul Khoo, January – March 2010

If this article has attracted your interest, chances are you have been seriously considering either a career in financial planning or in the midst of looking at offering an independent financial planning service to your clients. A career in the financial services industry can be very rewarding especially when you are achieving growth in your clients’ portfolio. Financial advisers today are able to assist their clients with comprehensive financial planning strategies, and with the help of technology and the media, can improve their awareness on important issues that would further help in the planning and management of their personal finance.

The Home of Financial Planners
by Alvin Yap, January – March 2010

Established since 2002, we are currently one of Malaysia’s largest and fastest growing fee- and commission-based independent financial planning firm. Our practice approach has always been our value proposition to highly complex wealthy clients as well as high net worth clients. These two groups of clients have been successful in their wealth accumulation strategies which have made them extremely wealthy and highly esteemed in society. As a company, our conviction and the approach to our practice is …

A Growing Business Franchise
by Tan Beng Wah, April – June 2010

A business can exist because it is able to provide a product or service which is needed by the customer or a need has been “created” by the business for the customer. As the Malaysian economy develops, the need for financial products and services can be fulfilled through various sales and services platform.

Great Vision, Great Offerings
by Chua Tia Guan, April – June 2010

The Great Vision Advisory Group, established since 1993 as an integrated financial services group in Malaysia, has undergone remarkable transformation in the past decade.

Building a Professional Business the MAAKL Way
by Grace Chan, July – September 2010

The Malaysian financial services industry has undergone significant changes over the years and will continue to evolve. And just like any other industry in its early stages of development, the financial planning profession has had its share of growing pains.

Building on the Right Platform
by Dennis Tan, July – September 2010

Not too long ago, constructing a comprehensive, personal financial plan was not only a difficult, but also tedious task. The different parts of a complete financial plan were, more often than not, offered by a host of product providers. And these products were typically sold by tied agents who were legally bound to represent and protect the interest of their principal.