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!

Seminar for INTI: Why it is Never Too Early to Start Planning for Retirement
Seminar & Events

Seminar for INTI: Why it is Never Too Early to Start Planning for Retirement
Yuvarajan was invited to share at INTI International University, Nilai ...
Panel Discussion on the CFP Branding Engagement
Media Contribution

Panel Discussion on the CFP Branding Engagement
Yuvarajan was part of a panel discussion for World Financial ...
Media Panel Session by the Financial Planning Association of Malaysia
Media Contribution

Media Panel Session by the Financial Planning Association of Malaysia
Our CEO Ian Wong was part of a media panel ...
Seminar for Yayasan Perpaduan Sarawak and Owl & Badger Research
Seminar & Events

Seminar for Yayasan Perpaduan Sarawak and Owl & Badger Research
Ian Wong and Kimberly Law speak in Y-FLASH
4EJournazine Feature: Uno Advisers
Media Contribution

4EJournazine Feature: Uno Advisers
A brief insight into the life of a financial planner
Seminar for UTAR: The Impact of Fintech and the Metaverse on Personal Finance
Seminar & Events

Seminar for UTAR: The Impact of Fintech and the Metaverse on Personal Finance
Yuvarajan was invited to speak at UTAR Sg Long
BFM Radio Podcast: Creating and Maintaining A Financial Routine
Media Contribution

BFM Radio Podcast: Creating and Maintaining A Financial Routine
Our CEO Ian Wong was featured on BFM 89.9 - The ...
Announcement Update
Announcement

Announcement Update
Announcement Update
Are You (Unintentionally) Double-insuring Your Condo?
Articles

Are You (Unintentionally) Double-insuring Your Condo?
Did you know you could be unintentionally wasting money double-insuring ...

Media