Credentials
We’d love for you to get to know our team a little better. Let us show you how passionate we are and why we are best positioned to help you with your finances.
Founder & CEO - Ian Wong
At Uno Advisers, our main goal is to empower and improve lives through good financial management. We are here for the long term; to journey with you as you grow in your career and life. We find satisfaction in seeing our clients achieve their goals!
Our founder Ian Wong has 10 years in the financial planning industry. He is a Licensed Financial Planner, licensed by Securities Commission Malaysia and holds the Certified Financial Planner (CFP CERT TM) and Islamic Financial Planner (IFP®️) qualification. He completed his degree at the London School of Economics and Political Science (LSE).
Ian strongly believes that personal finance must be exactly that – personal. Good financial management must be a balance between wants and needs. Ian and his team want to bridge the significant gap between the quality of financial services in Malaysia versus the increasing demand for client-centric advice.
How Are We Qualified?
Our advisers are at minimum degree holders who are then required to complete the Certified Financial Planner (CFP) professional papers within three years of joining the firm.
During this period, they will also acquire full licensing from Securities Commission Malaysia. Whilst completing their licensing, another fully licensed adviser is required to be involved in all planning and recommendation.
All licensed advisers are registered with both Securities Commission Malaysia as well as Bank Negara Malaysia.
How is Uno Different?
Service
Think of us as your personal finance coach. We want you to feel assured that you can come to us for any financial matters and have the confidence that we are constantly looking to optimise your goals and plans.
Teach
We don’t just tell you what to do; we love to share the how and why as well. Our advice is valuable, but ultimately this is your life and you should be empowered to make your own decisions.
Simplify
We understand that money management can be a challenge for many. Either you don’t have the time to pore through the topic or perhaps the subject matter just doesn’t interest you. Maybe you and your family just never felt the need to talk about it. At Uno, we break it down to bite-sized pieces using layman terms – resulting in easily understood and achievable steps.
Holistic Life
Financial planning shouldn’t add to your stress or change your lifestyle too drastically. We consider your wants and needs and try to achieve a balance between both so that you have a little for the rainy days whilst not forgetting to live for today.
Client TESTIMONIALS
See what our clients have to say about their experience with us!
Fabian C.
Care Delivery Manager
I can confidently say before I consulted with Kimberly, I knew nothing about managing my finances. It’s not something that was taught to me. Kimberly has helped me get started on my journey. She helped me to be more aware and conscious about my spending and overall finances.
Throughout my time with her, she has been very accommodating. It is comforting to know that there are no silly questions, and she knows I ask a lot of silly questions.
I am happy knowing that I do not have to worry about my retirement or what I would do if there was an emergency. It has taken a huge weight off my shoulders and allowed me to focus on my career and overall life.
Hidayah W.
Teacher
Kimberly has guided me through my finances since I met her few years back during MCO (2020). She is very hardworking and replies instantly to my doubts and questions. She specifically plans out and suggests the best investment plan for me according to my income and expenses. I have learned to be more alert with my spending too!
The best part about Kimberly's services is she is quick and settles all the stuff quickly. She is also very knowledgeable, thus all the questions are given satisfactory answers.
My finances are a lot better after I met her. She provided guidance and also planned on where I should invest and what should I focus on. Due to her great service, I have also recommended her to my close friends.
Carissa H.
Executive
I’m very satisfied with my overall experience. Kimberly provided comprehensive explanations regarding the financial plan recommended, along with tips and advice on saving and personal financial planning.
Kimberly is very responsive to WhatsApp messages and always keen to answer all my queries related to personal finance tips and also my investment accounts.
Nidaa G.
Clinical Psychologist
I feel financially managed from cashflow to insurance all the way to investment. It's very convenient for me to just refer all financial matters to one person at the end of the day. I love that my planning has forced me to save considering that I'm such a millennial money spender. This whole experience has boosted my confidence in my financial situation where I still get to spend while having the capacity to save and invest.
The best part is how efficient and effective this whole experience has been up till now. Kimberly’s advice is clear and doable. I like the quick response and action from her whenever I face any difficulties. It gives me confidence knowing that someone I trust would assist and guide me thoroughly. With her help, I am now more aware of my spending behaviour because I put in more thought into my needs vs wants.
Aqilah M.
Content Moderator
Kimberly is amazing and very helpful. Her advice and details given are clear and concise. The best part is how she educated and taught me about the industry and the difference between insurance agents and financial planners. I didn’t know the difference until I met her.
I like how Kimberly taught me a suitable way to approach my finances. I really appreciate all the knowledge that I've received from her and I hope she will always continue spreading awareness on how important it is to be financially secure starting from ourselves.