Our History and Mission

MY - Финансовое планирование was established to bring clarity and professionalism to financial planning in Malaysia, supporting clients through each decision.

Our Core Values

Our values guide every step, from initial consultation through ongoing reviews, creating a workflow built on transparency, collaboration, innovation, and lasting partnerships.

Transparency & Compliance

We are committed to regulatory compliance and transparency in every interaction, ensuring clients always know where they stand in the planning process.

Collaboration & Trust

Our team collaborates closely with clients, building trust by explaining each step and making financial planning approachable.

Innovation & Learning

We value ongoing learning and adapt our strategies to keep up with regulatory and market developments.

Long-Term Relationships

Long-term partnerships are our goal, and we focus on sustainable solutions rather than quick fixes.

Our Milestones

Explore the critical moments that shaped our workflow and commitment to client success.

  1. 2018

    Launch and Registration

    Business officially launched, offering tailored financial planning in Malaysia with a focus on client-first processes.

    01 / 05
  2. 2019

    First Major Client

    Secured first major business client, expanding services to include more robust compliance checks.

    02 / 05
  3. 2020

    Digital Onboarding

    Introduced digital onboarding system, streamlining client data management and regulatory reviews.

    03 / 05
  4. 2022

    Team Expansion

    Team grew to include new specialists in compliance and advisory roles to meet demand.

    04 / 05
  5. 2024

    Service Recognition

    Received client service excellence recognition, reflecting growing trust among clients.

    05 / 05

Awards, Distinctions, and Credentials

Our recognition highlights a sustained commitment to regulatory compliance, client service, and industry development. Each award reflects a key part of our workflow and philosophy.

Year 2024

Client Service Excellence Award

Awarded for exceptional client service and high standards in compliance and regulatory best practices within the Malaysian financial sector.

Year 2023

Professional Development Honor

Recognized for contributing to the ongoing professional development of financial planners and regulatory education.

Year 2022

Compliance Leadership Distinction

Noted for best-in-class internal audit and compliance protocols, reinforcing our commitment to secure and ethical operations.

Year 2021

Transparency in Advice Award

Received for promoting transparent communication and client education in financial services.

Meet the Experienced Team Guiding Your Financial Planning Journey

Our leadership team is composed of seasoned professionals with diverse backgrounds in financial planning, compliance, and client relationship management. Together, they ensure every client journey benefits from oversight, insight, and a dedication to transparent, process-driven service.

Farah Binti Mohamad Azman

Farah Binti Mohamad Azman

Lead Financial Planner

Kuala Lumpur, Malaysia

Specialization

Comprehensive financial planning and compliance

Key Skills

Holistic client assessment Risk management expertise Regulatory compliance review

With a decade of experience, she specializes in holistic planning and regulatory adherence. Her leadership ensures our team follows best practices from onboarding through ongoing review.

Lim Wei Jian

Lim Wei Jian

Operations Director

Penang, Malaysia

Specialization

Strategy design and workflow oversight

Core Competencies

Strategic planning analysis Client documentation review Process optimization

Focused on strategic planning for individuals and businesses, he coordinates each client’s workflow and ensures documentation is transparent and up to date.

Aina Nur Syafiqah Hassan

Aina Nur Syafiqah Hassan

Compliance Manager

Johor Bahru, Malaysia

Area of Focus

Regulatory compliance and onboarding

Expertise

Regulatory audit management Client onboarding support Continuous process review

Her expertise includes regulatory audits and process improvement. She supports client onboarding and continuous improvement in compliance standards.

Ariff Bin Mohd Salleh

Ariff Bin Mohd Salleh

Senior Client Advisor

Selangor, Malaysia

Specialization

Client insights and analytical solutions

Professional Skills

Financial data analysis Client advisory support Solution implementation

He has a background in corporate finance and client advisory. Responsible for data-driven insights, he bridges analytics with practical solutions for clients.