Frequently asked questions

1. What is connect you with list of qualified and licensed financial adviser. We also provide unbiased tips and guides to help you make better financial decision for yourself and your family.

2. Is right for me?

When you find an adviser through, you know they are professional and unbiased. Every financial adviser we matched here are qualified, licensed and independent of product providers.

3. Who are licensed advisor?

Licensed adviser are financial professionals who provide personalized financial advice. They are all:

– Professional qualified. (CFP, RFP or ChFC).

– Member of professional self-regulating body (MFPC or FPAM)

– Licensed by Authority (Bank Negara Malaysia, Securities Commission Malaysia and FIMM)

– Practice comprehensive and client centric financial planning process.

4. After signed up. How long until I’m matched with an adviser?

In most cases within 24 hours or less.

5. How will I communicate with my adviser?

You can communicate in a few ways, you can use different ways at different times as you wish, based on your needs, availability, and convenience.

– Email / Messaging

– Video Conferencing / Speak over the phone

– Arrange for a face-to face meet up

6. What are the charges like?

You get matched with a licensed adviser via for free and get up to 2 exploratory session with your dedicated adviser. Advisory charges vary depends on the area and complication of your case. The adviser will brief you the charges incurred (if any) before you engage him/her. But end of the day, a good financial advice is that it should cost you less in the long term than no advice at all.

Ready to get started?  Connect me with a licensed financial adviser