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About Me

Grace, is a Financial Adviser Representative licensed by Bank Negara Malaysia (BNM). She holds a Bachelor's degree in Financial Mathematics and has Certified Financial Planner (CFP®) qualifications, which is the global symbol of excellence in financial planning & also a Shariah RFP qualification.

Grace can help you to identify and manage risks, increase your net worth, and maximize your income potential. She specializes in insurance planning, investment and asset management, retirement planning, estate planning, college planning, and many more. She believes in making financial jargons simple and understandable as well as tailored to each individual and business needs.

Grace believes in maintaining a positive mindset, creating good partnerships, and striving for significant outcomes. When you work with Grace, you can expect a collaboration with transparency and consistency.

Compass Pointing North
Compass Pointing North

Mission

  • To empower Malaysians with professional and practical financial advice to manage their finances.

Vision

  • To educate and raise awareness among Malaysians of the importance of financial planning by providing an impartial & objective advice. ​

  • To protect consumers’ and investors’ interests by sourcing for legitimate financial instruments with personalised solutions.

Looking Through Telescope
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