Best retirement planning advisors in Kuala Lumpur: find options near you

昨天是我第一次上Annie老师的课程，老师的讲解很有趣搞笑，老师的讲解让我获益不少，了解到了很多信息，希望老师7月份以后还会有举办线下线上课程，期待您的好消息！

老师的讲解非常详细，容易明白，每次都包含了最新的update,让我们更加了解电子发票的流程和应用，非常感谢Annie老师的分享。

我是屋业发展和建筑承包公司的书记，还在学习中，遇到老师讲这课题所以来上网课了解，第一次上老师的线上课，老师讲的项目都很明细，简单又清楚。谢谢老师。

感谢Annie Wong 今晚所分享的，很专业，深入浅出，很棒！ 她以轻松幽默带出我们的需要，获益良多！值得分享，感恩妳的时间和用心！ 加油 期待您的下一场直播！谢谢您❤️

再一次，非常感謝Annie老師的E-Invoice 分享說明會，她的講解簡單明瞭、淺白易懂，讓我們都能輕鬆理解。
整個分享過程直接了當，重點清楚，內容實用又不失條理。
再來再來，Annie老師親切自然的表達方式，讓整場說明會既輕鬆又充滿收穫。
非常謝謝Annie老師帶來這麼一場有價值的分享。感謝

I attended the online class today and found it very informative and well-structured. The trainer explained the topics clearly with practical examples, which made it easy to follow. Overall, it was useful session with takeaways for my work.

17/09/2025, 电子发票，SST 只有2小时。喜欢Annie 老师的教学内容丰富多彩.谢谢Annie 老师的分享。

Annie Wong is a highly professional and motivating trainer. Even though on zoom her session was very easy to follow and she kept giving us tips, answering the chats as well as conducting the e-invoice training all in her usual engaging and lively manner. Highly recommend FA Advisory for bringing us this trainer who is a joy to listen and makes all her students happy to be at her session. I joined after watching her in an interview on you tube and I am so glad I did. Will definitely attend any future workshops or subscription pod.

Vivian and Pauline are very experienced. My biggest take away for the masterclass is to identify me and my partner’s money script and money personality. Definitely would recommend this to everyone who would like to understand and improve their financial planning

Informative and well-organized course on e-invoicing. The content was clear and practical, and the speaker, Annie, explained everything in a simple and engaging way. Highly recommended for anyone preparing for the e- invoicing implementation!

Attended the e-invoice course conducted by FA advisory. The speaker Annie gives detailed explanation and plenty of examples. During the enquiries process with FA advisory the person in charge is kind enough to provide sufficient and detailed information about the course. Will recommend it to others.

Teacher (annie wong) so very friendly. She explain very clear and easy to understand. I really enjoy the class lesson even using the zoom only. I will recommend it to my friend also.

Trainers and assistants are friendly.
Today I learned how to calculate cash flow, and manage personal money.
I would like to recommend this class to other.

Teacher Annie explaination was very clearly, content well organise and easy to understand. She also shared case studies which give me more comprehesive understanding of the einvoice operating. Thanks teacher Annie & team.

I just received a phone call from Yanti, one of their customer service representatives. She thoroughly explained the entire refinancing process and how IBPO assists and advises clients. Unlike many salespeople I’ve encountered, Yanti wasn’t pushy. Despite being a complete stranger, she was incredibly kind and informative, demonstrating a deep understanding of the process.

In our 15-minute conversation, I gained valuable insight into IBPO and the nature of their work. While I haven’t entrusted them with my profile yet, I feel quite hopeful about registering with them in the future.

I’m incredibly annoyed by the constant spam calls from this company. They keep changing numbers, but it’s always the same company rep calling. I have no idea how they got my number, and they persist even after I hang up. It’s infuriating. This is a clear misuse of my information under PDPA.

They push financial solutions I never requested. It’s like trying to convince me to add a fifth wheel to my car, claiming it will make it go faster – completely unnecessary and irritating.

Tak perlu call banyak kali, boleh tak? Along berdaftar ke apa korang ni? Hidup aku dah aman dengan bank. Reduced loan sebab payment cantik tiap bulan. Ni korang call paksa nak merge semua loan. Gila ke apa?? Korang nak aku mimpi ngeri ke? Jangan sampai aku report ke bank negara

This agency offers to consolidate your loan and credit card. They called me about combining my credit cards into one payment. It sounds good because they help you figure out the details, but you should be sure about your money situation. The deal seems interesting, but think if combining everything is necessary. I decided not to because I think I can manage my payments in a short time. They offered me 7 years, and of course, need to do this and that for the documentation. The key is to be wise and know your own finances before deciding.

I received call from someone from this company a moment ago, the staff do not get my permission whether or not I am convenient to talk and straight away asking me so many questions. And the way he present his proposal to me make me stress and keeping asking my details such as my house location. I feel weird and I told him that I am not interesting to continue our conversation and I have my own solution to handle my House loan. But he not give up to explain and I told him politely want to terminate the call now as I have something to do. But he denied my request still talking and want to know my personal solution. He make me feel he is very pushy. This is the service and attitude that your staff have to approach customer?

The first person I spoke with last week was rather humble and tried his best to market the product. I made the time to listen to him and I told him I’ll find out more about the company and consider if I even need these services.

I get a call this morning by someone named Ridwan while I’m at work. He didn’t even bother asking if it was a convenient time to talk. I told him politely that I’m not interested but he became very pushy telling me that I should listen to what he has to offer. When I told him that I spoke to his colleague last week and after consideration, I’m not interested, he asked me why I’m not interested and he claimed that there was no record of any call being made to me prior to this. Although I appreciate persistence in employees trying to achieve their targets / goals, what I cannot accept is someone being so inconsiderate and rude in doing so.

And then there is the matter of data privacy and how they even got my number in the first place.

I feel very annoyed with all those phone calls. Btw they keep changing no with the same person speaking. First of all, I don’t even know how they get my no and keep pestering after I hang up the phone call. Nonsense.

It was a pleasure working with Jasmine and her team of lawyers Eve, Ms Chan & Sean from L H YEO & CO to my 2 recent foreigner purchasers.
Every parties are kept in the loop of any updates and status of the transaction process, very effective and highly efficient.

Jasmine is willing to meet with my client in a very short notice (just before their departure) and that helps to laid the important first step of getting the deal successfully close at a faster speed.
She assisted my clients to get the best loan package and her lawyers are very detailed in explaining the procedure to my clients.

I strongly recommend her to anyone who needs loan & legal services!

I’m truly grateful for the support and guidance from Eve, my mortgage consultant at Independent Wealth Planner. She was professional, patient, and always made sure we understood every step of the loan process.

Eve worked closely and helped us successfully get loan approved from bank.
Her clear communication and constant follow-up made the whole experience so much easier and less stressful.

I highly recommend Eve if you’re looking for a reliable and dedicated mortgage consultant.

It was a great journey working with Jasmine throughout this loan & legal process.

What I really appreciate most is that instead of a business transaction, it’s more like having a friend walk me through the whole process.

She makes sure that i fully understand all the details including timeline and costing involved in the whole property process so that I can be well prepared.

I highly recommend her for your future property purchase.

I have been knowing Jasmine for few years and I always have good experience working with her and one of her lawyers Lai Fun from Teoh Pek Wei Advocates & Solicitors, be it for my clients who want to purchase or to sell.

I strongly recommend her to anyone who needs loan & legal services!

I had a fantastic experience working with Lyra for my housing loan application. Before I even started bidding for an auction property, Lyra helped me to pre-check my housing loan eligibility, making sure my profile was in good shape. This extra step really gave me peace of mind and minimized the risk of facing any issues when applying for the loan later. Thanks to her professionalism and dedication, she also managed to secure a housing loan for me with a very competitive low interest rate. I’m truly grateful for her support throughout the process and highly recommend her services to anyone looking for a reliable and knowledgeable housing loan agent!

I’m so grateful to have had Lyra as my wealth planner. She’s really been a one-stop centre in my subsale property journey — guiding me through the process, connecting me with the right lawyer, and even helping me get the best rates from banks and legal firms. She’s never pushy, always responsive, and goes the extra mile to help!

Highly recommend for being reliable, knowledgeable, and genuinely supportive!

Lyra was amazing to work with! Super helpful, patient, and always quick to respond. She got me a great loan deal.

The legal team she recommended was also professional and efficient, everything was done smoothly and on time. Great experience overall!

An Excellent Experience with Money Management (and Hand-Holding)

I first discovered Melbourne Capital Group through a social media advert, so kudos to their smart targeting. I’d been searching for a money manager to help diversify my portfolio, and they connected me with Michael Garcia and Arafat Chowdhury. They made the onboarding process seamless and Michael has since guided me with sage advice and exceptional service. His responsiveness, clarity, and calm approach have given me real peace of mind and I feel like I’m on firmer financial footing. I highly recommend Melbourne Capital Group to expats across Southeast Asia who want their money to work smarter.

Throughout our professional engagement, Jake and Melbourne Capital Group have demonstrated a high degree of reliability and integrity as advisors. They have consistently met all obligations and provided robust investment recommendations as well as prompt assistance whenever requested. I look forward to mutually beneficial and enduring collaboration.

Jake and the Melbourne Capital Group team have provided me with outstanding support since changing provider. His support and guidance is well considered, providing holistic support as an expat living in Malaysia. I would highly recommend Jake and Melbourne Capital Group.

I’ve been working with Jake since the end of last year. He provides a holistic, transparent, and informative service. The support he and Melbourne Capital Group offer is broad-ranging (more than we expected), and the solution Jake recommended was tailored specifically to our circumstances and we’ll be delighted to continue working together

Following my second encounter with Tom Raynor, I must express my admiration for the professionalism and assistance provided in reviewing investments, retirement planning, and international insurance. I am genuinely at ease with the services and approach of Melbourne Capital, which have been nothing short of exemplary

**⭐️⭐️⭐️⭐️⭐️ Exceptional Guidance & Personalized Service!!

I cannot recommend Seliyan S from Melbourne Capital enough! From our first consultation, he took the time to understand my financial goals, risk tolerance, and long-term aspirations. His expertise in retirement planning, investment strategies, and tax-efficient savings has been invaluable. What truly sets him apart is his patience in explaining complex concepts in simple terms and tailoring solutions to fit my unique situation.

Thanks to his proactive approach, I feel confident and secure about my financial future. He’s always responsive, transparent about fees, and genuinely care about his clients’ success. If you’re looking for a trustworthy, knowledgeable, and dedicated financial advisor, look no further! Highly recommend to anyone seeking clarity and growth in their financial journey.

**Thank you for your outstanding service!**

Melbourne Capital Group has been an absolute pleasure to do business with. Xavier Blaise, in particular, has been incredibly helpful throughout my investment journey. He took the time to walk me through the various investment plans available, providing personalised advice at every step to ensure I found the best options tailored to my needs. His expertise and professionalism made the entire process smooth and reassuring. If you’re looking for a knowledgeable and trustworthy team, I highly recommend Melbourne Capital Group!

Mr. Ray Kelly of Bluestar AMG went out of his way to educate me on the importance of investing for the future, he also clearly explained the terms and details of my investments. He was so patient and answered all of my questions. He responded promptly to all correspondence and that means a lot to me. I did not feel like just another client= he understands great customer service! I admire his warm professionalism. He has a client for life and I highly recommend Bluestar AMG and Mr. Kelly to anyone who is ready to create a solid financial present and future.

It is a pleasure to write this review for Bluestar AMG, but more specifically for my advisor, Mr. Ray Kelly. I have known and worked with Mr. Kelly for almost 10 years; and consider him to be the consummate professional. He has always been honest and transparent when discussing my accounts, and worked to meet my investing needs, present and future. I hold him in the highest regard and recommend him to all potential clients.

We’ve been with Bluestar for some years and we have received at all times a very professional and personalized service. Even when difficult conversations need to take place, like pursuing different objectives when managing investments, they have guided us and supported our decisions. We are very comfortable and thankful of having selected them. Special thanks to Ray Kelly for his great work and I truly enjoy our conversations and miss our coffee discussions in Beijing.

Ray has been extremely professional, competent and helpful in resolving problems not even directly related to Bluestar. I value his expertise tremendously. I have been working with Bluestar AMG for about 6 years, and I am entirely satisfied with the growth of my investment, reliable and regular communication and the ease of access to Bluestar AMG. A highly recommendable organisation beyond any reproach!

Excellent service, reliable and very professional. Having chosen Bluestar AMG for my investment is the best choice I could make. Ray Kelly, my financial adviser is always on top of it, quick to respond and has made my investment process easy and smooth. Highly recommend!

I’m so glad that i was introduced to Bluestar 3 years! Ray Kelly is a highly attentive financial advisor, his responds to all questions and messages quickly and thoughtfully. I love reviewing my investment reports as it not only lays out your portfolio development, but highlights the global state of the financial market and what to expect in the future. It’s obvious they work really hard for all their clients!

I am extremely pleased with the professional and personal service Bluestar AMG has been providing to me for over 3+ years. The advice from my financial advisor Morgan Grice has proved extremely valuable and I have benefited greatly from the services offered by the company. One of the best financials decisions I have made is to purchase Bluestar AMG´s products and the continued personal care and attention I receive on a regular basis has given me full confidence in a very unstable time. I would certainly recommend Bluestar AMG to anybody looking for financial services and feel that their expert knowledge, personal touch and commitment to professional service makes them nr. 1 in this field.

I recently used the offshore trust services provided by recommended by Hong Kong Fiduciary Association and I was thoroughly impressed with the level of professionalism and expertise they demonstrated. The team was very knowledgeable and guided me through the process every step of the way, ensuring that all my questions were answered and my concerns were addressed.

The offshore trust they helped me set up has provided me with peace of mind, knowing that my assets are protected and managed in a secure and confidential manner. The level of privacy and flexibility offered by the trust has been a huge benefit, and I appreciate the customized solutions the team provided to meet my specific needs.

The trust management and administration services are top-notch, with prompt and efficient communication at all times. The team has been proactive in providing regular updates and ensuring that all my requests are met in a timely manner.

Overall, I am extremely satisfied with the offshore trust services recommended by Hong Kong Fiduciary Association and would highly recommend them to anyone looking for a reliable and trustworthy solution for their asset protection and management needs

My first, second, third and every single experience thereafter with HKT and HKFA has been an excellent experience, to say the least. Truly professional and exceptional people to work with. I will personally recommend HKT and HKFA to anyone looking for peace of mind for their wealth management and legacy management needs. They are a one stop go to for all your International Trust Management requirements.

It’s my first time to explore about offshore trust and I wish that I could engage this service earlier. Jason was very patient as he tried to understand my concerns about tax planning and provided professional advices on how to plan ahead. If you are looking for an excellent & efficient service for tax planning, this is the place that you should look for.

My overall experience with Hong Kong Fiduciary Association is great,Mr Alex was very patient to understand our concerns about our offshore asset landing and advised us on how to plan ahead for it through GPTA.

Just recently attended a preview session at Hong Kong Fiduciary Association. Learnt more in depth how Trust can really help my client to better manage their wealth and inherit it to their loved ones! Awesome session!

Informative training session conducted by Alexander Wong, the learning & development manager of Hong Kong Fiduciary Association, KL Malaysia Branch. It helps to improve knowledges on the trust and related products in offshore market. Appreciate a lot for the trainings!

兩天的培訓課程很好，學了很多香港以外國家的規例及稅務知識。獲益良多。

I highly recommend for those who are looking or facing financial difficulties.
The efficiency of their service was remarkable in. Especially Ms Christine And her teams members. Excellent service

I am really appreciate on SBH Sam & Tracy on helped me build my financial profile and take very good care on my financial planning.

Professional financial advise.

Learn how to make friends with BANKS, thanks again Sam & Tracy!

Zack Jiang Wei is the one of the professional financial advisor that I met in my life.. 5 ⭐ for his services, thanks

感谢kerrick tracy的协助
在ctos finder 认识sbh认识你们
帮助我更了解在财务上有更明确的方向财务规划和发展

环境舒服很专业 很赞
一站式的服务很到位

SBH financial 真的是特别棒非常专业的financial consultancy ，帮我解决了我家人庞大的医药费! 在这里诚心感谢SBH consultant AU YONG 和Darren，你们真的非常专业称职，快，狠，准！！其实我是mco 就接触到SBH, 但是当时就只是询问有些loan问题。过后，再机缘巧合下认识了AuYong, 他是一位很礼貌有耐心的人，信息都是很快就回复。基本上我的每个问题他都有问必答，试问看有哪个consultant 会照顾回复客人问题长达2年的。他的回答都是很中肯专业的，真的让我印象深刻！早几个月前，我家人突然生病需要一笔蛮大数目的医药费。我第一个想到的就是AuYong，我给他打了电话详细的告诉他我的问题和需要那些帮助帮助让我度过难关。我告诉他，这个是救命钱，希望他和SBH可以帮助借贷到这笔医药费！他听了，马上就向我拿了相关的文件在最短时间内给了我专业advise和bank offers。他也非常尽心尽力协助我，安抚我的情绪，这个让我真的非常感动。还记得，当时第一次见Au Yong, 应该是说在电话里谈了无数次，见面还是头一回呢。那种感觉很亲切，感觉就是他了，他应该可以帮到我！坐下详谈，他给了我希望也给了几个专业方案，让我和先生都有了信心。一切准备就续，他也帮我成交bank loan. 在最短时间内，真的如愿一切都是真的如他proposed 的方案一样，得到我要的数目, 利息真的很合理。终于有这笔救命钱了！！还记得等待loan results 的那个星期，我和先生都忐忑不定，怕有什么散失！所以当一看到group chat loan approved, 我真的眼泪都要流出来！我马上WhatsApp AuYong，真的很感恩感动！你和Darren 真的好棒！！Au Yong 也马上给我打了电话，我们2个都很激动，声音都是颤抖的，我的眼泪一直流！正如他说的，我们在对的时间点做了对的事情，一起如愿以偿！非常感谢Auyong和Darren，我知道我的case 让他们很有压力。你们真的特别棒！我们真的感恩，感谢你们的帮忙！SBHconsultancy 的老板，您真的培育了很好专业的consultants, 一级棒加油啊！感谢你们，爱你们噢！！好的东西真的要分享，有financial or loan 问题记得要找SBH Au Yong!! 他一定可以给你最好专业的advise!

SBH Financial Consultancy is the best company I have ever met… Thank you so much CHRIS for the good service, a friendly person and I also found him through CTOS CREDIT FOUND. After I dealt with him and heard how to advise for the stability of CTOS Score and useful guidance from him. The thing that I am proud of is the result of the help of SBH Financial Consultancy (CHRIS) HQ. I have just passed the credit card with the bank… Thanks You So Much CHRIS ❤️❤️

SK and CTOS Credit finder has been a game-changer for my finances! Their expert advice and friendly approach made everything so much easier. Highly recommend their services!

Highly recommended! Ms. Claire is very professional and efficient. She handled our loan application smoothly and quickly. Excellent service!

Jinnan is a very good person. Every time respond our question on the spot. He consider good consultant in provided us all information.I will recomend him to my other friends company if they want apply loan.

I especially want to thank Ms.JS, she is patient and considerate. Last year, I apply for loans from all the banks but was rejected. Fortunately, Ms.JS is contact me at the same time. She started to help me and taught me how to solve the problem step by step. She also reminded me to repay my debts regularly every month and supervised my financial situation, so that I could successfully obtain a loan of a satisfactory amount.

I would like to extend my heartfelt thanks to Ms. Claire for her incredible support throughout this process. Her professionalism and support made the entire process much easier for me. I truly appreciate her assistance and would highly recommend her to anyone seeking expert guidance.

During the assistance provided by APLUS PRESTIGE SDN BHD, Mr.Ben left a deep impression on me. He has an extremely high work efficiency, communicates politely, has an enthusiastic attitude, and is always patient in answering clients’ questions. He is professional and considerate. I’m looking forward to continued cooperation in the future!

I had a great experience with Aplus! The professional guidance provided by Mr. Andy was invaluable. He made the entire process smooth and ensuring our application was approved without any issues. I truly appreciate his expertise and support. Highly recommended

I am very thankful for Mr Low professional, responsive, and honest assistance throughout the entire business loan process. Low keep update me the loan status , and helps our company to get the loan very quickly . I’m so grateful for him and this company’s assistance.
Thank you so much..

We engaged FTA Wealth Solution to help us with our employees’ insurance. Sam made the whole process simple and easy to understand, while also taking the time to understand our business challenges and providing clear, practical solutions tailored to our goals. She always responsive and quick to address any questions we had, which made the experience smooth and reassuring for us.

This company servicing excellence and people’s are very friendly since I brought assurance until now almost more than 10years very good

Samantha and I met through a mutual friend who asked her to review my current plans. From the meetings, I can tell that Sam has a lot of passion for what she does best – providing advice on insurance coverage, financial planning and so on, where you will get the best solutions that suit your needs. She is also very understanding, helpful and patient with her client. I am grateful for her understanding.

One of the things that impressed me about Sam and her team is their commitment to giving back to the community. They don’t just sell insurance policies or provide wealth advisory; they also educate us on how to live a healthy and happy life. They organize health talks, wellness workshops and more, where we can learn from experts, network with their other customers, and support the same causes. I think this is a great way to build trust and loyalty with their customers and to make a positive impact on society. I appreciate their efforts and generosity, and I look forward to joining more of their activities in the future.

Thank you Sam and team! Keep it up!!

Samantha and her team conduct the session with high energy and explain in details and help me to understand my financial status and how to improve it. Thank you everyone, you all are awesome!

I have met Samantha during one of our leadership trainings and she is passionate on what she does and very committed in everything she does. She is someone I truly trust as she is a genuine and honest person. Samantha did the financial fitness assessment for me and given me advise on how to manage my savings and investments to ensure I have a stable retirement plans in place.

Have bought all insurance package of my whole family of four from Ms. Samantha Sin,. She is fabulous, very expert and experience. Have faced some cases through emergency, claims and etc. She is so responsive and responsible and helping through almost everything. I highly recomend her if anyone would like to buy insurance go for Samantha Sin. Cheers and keep up the good work. Thanks.

I recently had a financial assessment with Neesha, and she helped me identify several key areas for improvement in my financial plan. Her friendly and approachable demeanor made the entire process enjoyable and stress-free. I highly recommend everyone to give a financial assessment with Neesha a try!