Resources

Whilst we are financially trained, we strive to demonstrate key concepts through the eyes of a layperson. Our advice is optimised to be easily understood and adopted. This section aims to provide you with some actionable steps as well as a way to keep up to date with our activities!

Find actionable steps to be applied in your financial journey

Drop-in weekly for bite-sized, current financial strategies and tips. This section aims to provide you with information on financial topics as well as a way to keep up to date with our activities!

The Edge: Consult The Experts
Media Contribution

The Edge: Consult The Experts
How to achieve financial goals and questions on personal loan ...
Webinar for Maxis: Personal Finance MCO Edition
Seminar & Events

Webinar for Maxis: Personal Finance MCO Edition
Ian was invited to speak to Maxis employees during MCO
Webinar for Lean In Malaysia: Building Your Investment Portfolio
Seminar & Events

Webinar for Lean In Malaysia: Building Your Investment Portfolio
The building blocks of a good investment portfolio
The Edge: Multi-Currency Solutions for Global Citizens
Media Contribution

The Edge: Multi-Currency Solutions for Global Citizens
Ian advises on currency conversion, foreign currencies and investments
Workshop for Common Ground: Your Financial Habits Decoded
Seminar & Events

Workshop for Common Ground: Your Financial Habits Decoded
Ian conducted a workshop in collaboration with Common Ground
Seminar for Sunway College: Design Your Destiny
Seminar & Events

Seminar for Sunway College: Design Your Destiny
Sunway College invited Ian to speak to their pre-university students
Workshop for UCSI University AFSA: Be Your Own Financial Planner
Seminar & Events

Workshop for UCSI University AFSA: Be Your Own Financial Planner
UCSI AFSA invited Ian to conduct a workshop for students
Seminar for World Autism Day at Intermark Mall KL
Seminar & Events

Seminar for World Autism Day at Intermark Mall KL
Melium Group invited Ian to speak during World Autism Day
Article for Her World Magazine: What’s Your Financial Personality?
Media Contribution

Article for Her World Magazine: What’s Your Financial Personality?
Ian discusses the DISC personality theory and financial health

Media