# Uno Advisers

> Malaysia's first licensed financial planning firm dedicated to women. Approved by Bank Negara Malaysia (BNM) and the Securities Commission Malaysia (SC), Uno Advisers provides transparent, independent, and personalised financial advice tailored to each client's life stage and goals.

Uno Advisers Sdn Bhd (202101036249 / 1436549-M) holds the licence eCMSL/A0384/2023. The firm simplifies personal finance through holistic wealth planning, empowering clients - especially women - to achieve financial freedom and peace of mind. Services extend to men and couples as well.

## Key Pages

- [Home](https://unoadvisers.com/): Overview of the firm, services, client process, and testimonials.
- [About Us](https://unoadvisers.com/about-us/): Founding story, mission, team philosophy, affiliations, and media features.
- [Our Team](https://unoadvisers.com/our-team/): Meet the financial planners and advisers at Uno Advisers.
- [Credentials](https://unoadvisers.com/credentials/): Individual adviser qualifications and professional credentials.
- [Personality Quiz](https://unoadvisers.com/personality-quiz/): A quiz to help clients understand their financial personality type.
- [Financial Advisory](https://unoadvisers.com/financial-advisory/): Strategic financial guidance, goal-setting, and personalised planning.
- [Retirement Planning](https://unoadvisers.com/retirement-planning/): Income strategies, pension and non-pension asset structuring, and long-term retirement security.
- [Investment Portfolio](https://unoadvisers.com/investment-portfolio/): Goal-based, diversified investment planning aligned to personality and risk tolerance.
- [Insurance Optimisation](https://unoadvisers.com/insurance-optimisation/): Coverage vs. cost analysis to find the optimal insurance mix.
- [For Men](https://unoadvisers.com/for-men/): Financial strategies tailored to the career stages, risks, and legacy goals of men.
- [For Couples](https://unoadvisers.com/for-couples/): Joint financial planning, goal alignment, and shared portfolio strategies for couples.
- [Resources](https://unoadvisers.com/resources/): Financial education articles and tools.
- [Careers](https://unoadvisers.com/career/): Merit-based career opportunities at Uno Advisers.
- [Contact Us](https://unoadvisers.com/contact/): Get in touch or book a consultation.
- [Money-Back Guarantee Policy](https://unoadvisers.com/money-back-guarantee-policy/): Full fee refund if the client is unsatisfied after six months of following advice in good faith.
- [Privacy Policy](https://unoadvisers.com/privacy-policy/): Data privacy practices.
- [Terms of Use](https://unoadvisers.com/terms-of-use/): Website and service terms.

## Services Summary

**Financial Advisory** - Navigating efficient routes to financial goals, providing clear game-plans, and offering ongoing support to keep clients on track.

**Retirement Planning** - Structuring pension and non-pension assets for tax-efficient withdrawals and long-term financial security.

**Investment Portfolio** - Matching investments to personality and preferences; diversifying across asset classes; building consistent, goal-oriented strategies.

**Insurance Optimisation** - Eliminating unnecessary coverage, right-sizing coverage amounts, and finding the optimal premium-to-coverage balance.

**For Men** - Addressing career changes, business investments, and legacy planning with tailored financial strategies.

**For Couples** - Aligning individual goals into a shared vision, establishing joint financial communication strategies, and balancing risk tolerances.

## Client Onboarding Process

1. **Initial Call** - Brief phone or video call to understand goals and explain services.
2. **Discovery Meeting** - In-depth meeting (in-person or virtual) covering financial situation, goals, and risk tolerance.
3. **Financial Plan Development** - Customised plan built around the client's unique personality, preferences, and financial habits.
4. **Strategy & Refinement Meeting** - Presentation and fine-tuning of the proposed plan with client feedback.
5. **Comprehensive Support** - Additional meetings for complex situations.
6. **Implementation** - Assisted execution of the approved plan.
7. **Ongoing Monitoring & Guidance** - Continuous availability for questions and regular performance monitoring.

## About the Company

- **Full name:** Uno Advisers Sdn Bhd
- **Company registration:** 202101036249 (1436549-M)
- **Licence:** eCMSL/A0384/2023
- **Regulators:** Bank Negara Malaysia (BNM) and Securities Commission Malaysia (SC)
- **Location:** Malaysia
- **Founded:** 2021
- **Distinction:** Malaysia's first licensed financial planning firm dedicated to women
- **Name origin:** "Uno" is Spanish for "one" - representing one-to-one client focus and the goal of helping clients retire with at least RM 1,000,000.

## Affiliations

- Financial Planning Association of Malaysia (FPAM)
- Malaysian Financial Planning Council (MFPC)
- HRD Corp

## Media Features

Uno Advisers has been featured in:
- BFM 89.9
- Free Malaysia Today
- The Star
- New Straits Times (NST)
- Business Today Malaysia

## Guarantee

Uno Advisers offers a **100% money-back guarantee**: clients who are unsatisfied with their financial plan after six months of following advice in good faith receive a full refund of their fee.

## Contact & Social

- **WhatsApp:** +60 11-5648 3216
- **Website:** https://unoadvisers.com/
- **Facebook:** https://www.facebook.com/unoadvisers
- **Instagram:** https://www.instagram.com/unoadvisers/
- **LinkedIn:** https://www.linkedin.com/company/uno-advisers/
- **YouTube:** https://www.youtube.com/@UnoAdvisers
- **TikTok:** https://www.tiktok.com/@unoadvisers
- **X (Twitter):** https://x.com/UnoAdvisers