Malaysia · Licensed Financial Planner马来西亚 · 持牌财务规划师

Goodbye financial anxiety. A
licensed planner

helps you break through.
告别财务焦虑,
持牌规划师

帮你破局。

Hand-in-hand guidance to get every financial decision right — neutral advice, no products sold, no hidden fees. 手把手带你做对每一个财务决策 —— 立场中立、不推销产品、没有隐藏费用。

01 Sound familiar?你会不会也有这些问题
Paid for course after course — still lost? 付费上了很多课,但还是不知所措?
Want to plan, but don't know where to start? 想理财,但不知道要从哪里开始?
Know investing matters, but scared to lose money? 知道投资很重要,但又怕亏钱?
Not sure if your finances are actually healthy? 目前的财务状况,也不知道健不健康?
So many insurers — which one is right for you? 那么多保险公司,哪家最适合我?
How much do you need to retire / be financially free? 要多少钱才能财务自由、提早退休?
02 Why work with 鑫哥为什么选择鑫哥
  • Licensed by BNM & SC持有 BNM 及 SC 执照

    Fully regulated and compliant — your protection.合规有保障。

  • Advice built around you专属建议

    Recommendations based on your actual situation and goals.根据你的实际情况,给你专属的财务建议。

  • Built to be acted on学以致用

    I believe action is what matters — we hand-hold you through it.我相信学以致用,行动才是最重要的。

鑫哥与客户进行一对一财务咨询
03 Our services我们提供的理财服务
01

1-on-1 Consultation1对1 线上咨询

A focused hour for the specific questions on your mind.专注一小时,解答你心中的特定问题。

RM149 / hour小时

Inclusive of 8% SST已含 8% 销售服务税

I have a question to ask我有一个问题想咨询
02

Single Module单一财务模组

Deep focus on one area — tax, investing, insurance and more.专注单一领域 —— 税务、投资、保险等。

RM851 / module模组

Inclusive of 8% SST已含 8% 销售服务税

Plan one single module我想做单一财务模组
03

Comprehensive Plan全面性财务规划

Everything your personal finances need, planned together.你个人财务规划所需的一切,整体规划。

fromRM3,240

Inclusive of 8% SST · income-based已含 8% 销售服务税 · 依年收入

Plan my whole finances我想做全面财务规划

Not sure which fits? We start by understanding your situation, then suggest the right service. You can also compare all plans. 不确定哪个适合?先了解你的情况,再建议适合的服务;也可以比较所有配套

Follow along on Xiaohongshu欢迎浏览我们的小红书

Bite-sized money tips in Chinese — like, save and follow.简短实用的理财分享 —— 记得点赞、收藏、加关注!👍

Visit 小红书前往小红书
Ready when you are随时为你准备

Take the first step today.今天就迈出第一步

Pick the service that fits where you are — or WhatsApp me first if you just have a quick question.选一个适合你现况的服务开始 —— 或者,如果只是想快速问一句,先 WhatsApp 我也可以。

Find the service that fits me看看我适合哪一种

Or WhatsApp me a quick question或 WhatsApp 快速提问

WhatsApp usWhatsApp 鑫哥
WhatsApp
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