At Uno Advisers, our mission is clear: to put your financial interests first. We are here to represent you and advocate for your best interests, not the interests of any institution or product provider. We want to bridge the gap between Malaysia’s financial services standards and the growing need for client-focused representation.
With our years of experience, we know that achieving financial success requires a balance between theory and the unique personality of each individual. Everyone knows they should save more and spend less, but financial challenges still arise!
Our name “Uno” comes from the Spanish word for “one.” Our aim is to help each individual retire with at least RM1,000,000 in assets.
Our advisers are at least bachelor’s degree holders and must achieve the Certified Financial Planner (CFP) professional qualification within three years of joining us.
All advisers must acquire full approval and licensing from Securities Commission Malaysia and Bank Negara Malaysia within those three years.
Only fully licensed advisers are allowed to sign off on any advice or recommendation.
As your dedicated financial coach, we are here to provide guidance and assurance across all your financial needs. Rest assured, we are committed to continuously helping you progress towards your goals.
We are passionate about the ‘how’ and ‘why’ behind our advice. While our guidance is invaluable, we believe in empowering you to make informed decisions through clear understanding.
We recognise that money management, finance, and related topics can be daunting. We are here to simplify all this into straightforward, digestible steps in everyday language.
We believe financial planning should enhance your life, not burden it. By understanding your needs and necessities, we aim to strike a balance that prepares for the future while still allowing you to enjoy the present.