Making a Difference
to your
Financial Future
to your
Financial Future
My Story
Soh Fen is an Independent Wealth Advisor (licensed by BNM and SC) with RFP, IPPC & ACCA/FCCA qualifications.
She provides value to her clients by helping them to improve their financial well-being with Effective Financial Planning.
Her scope covers Holistic Financial Planning or specific objectives - Wealth Protection, Wealth Enhancement, Wealth Distribution, and Debt Restructuring.
Her background is in accountancy and taxation. She started her investment and retirement plan > 20 years ago while still working for an MNC (i.e. BP, Panasonic) and gained experience in a wide range of investment vehicles.
She is semi-retired and enjoys what she is doing now – to help professionals have clarity and build a SMART Financial Roadmap to achieve their financial goals and needs.
My Story
Soh Fen is an Independent Wealth Advisor (licensed by BNM and SC) with RFP, IPPC & ACCA/FCCA qualifications.
She provides value to her clients by helping them to improve their financial well-being with Effective Financial Planning.
Her scope covers Holistic Financial Planning or specific objectives - Wealth Protection, Wealth Enhancement, Wealth Distribution, and Debt Restructuring.
Her background is in accountancy and taxation. She started her investment and retirement plan > 20 years ago while still working for an MNC (i.e. BP, Panasonic) and gained experience in a wide range of investment vehicles.
She is semi-retired and enjoys what she is doing now – to help professionals have clarity and build a SMART Financial Roadmap to achieve their financial goals and needs.
I am Soh Fen
Attracted by the fulfilment of a meaningful career, I joined the financial services industry to make a difference to people’s lives. As a strong advocate in financial planning, many clients has changed their perspective towards managing their finances after meeting me.
My Services
Save
The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.
Plan
Plan out your Financial Future today! Get to understand your financial goals better, and most importantly, setting the right financial budget for the goals you want in life. Everyone of us wants to have the best things in life, but realisticaly, we can't have everything. Setting the right financial goals first is the key to making right financial decisions for your life.
My Achievements
Top Rookie
2012
Million Dollar Round Table (MDRT)
2013 to 2015
Court of the Table (COT)
2016 to 2018
Chartered Financial Planner (CFP)
2016
Videos
YOURS FREE:
Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!
Financial Planning Ebook
What Happy Clients Say
Financial Calculator
Education Calculator
See how much children education can cost locally and abroad
Insurance Calculator
See how far your insurance is covering you right now
Contact
Tel: 0123307666 / Email: ponsohfen@gmail.com
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Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
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Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.