As NextGen Money Coach, Kevin helps people to take control of their relationship with money so that they can channel their energy and focus to things that are matters in life.
As NextGen Money Coach, Kevin helps people to take control of their relationship with money so that they can channel their energy and focus to things that are matters in life.
I have been in the financial services industry since year 2008. Throughout this journey, I have consistently maintain a hunger for continuous improvement in sharpening my professional skills and knowledge as a CFP professional.
My work is widely recognized by clients and industry peers. While my opinion on the subject matter of personal finance and financial planning is sought after by various media and news publication.
In the year of 2016 and 2017, I was awarded the Malaysian Financial Planner of The Year Award, which is an award that is adjudicated by a panel of judges from multiple countries such as Australia, Canada, Hong Kong, Malaysia, and etc. Currently, I am sitting in the panel as one of the judge, giving my feedback and constructive criticism to help groom the industry.
It is important to note that having the above milestones does not imply I am qualified.
My expertise and value will be best evaluated by experiencing it yourself. That is why you are invited to the discovery call to find out more.
Discovery call is for us to get to know each other. It allows me to establish your concerns, aspirations, and current financial situation. This will allow me to assess if it make sense for us to work together. By the end of this call, if I cannot be sure that I can add value to your situation, I may point you to the right expert.
I will ask you some questions that help you to discover yourself better. So, you just need to ensure you are fully presence during the chat.
I realized that having proper financial management is important for us to take charge of our life. Many times, people think that they only can start living their life when their money situation improves. That is not always true. In fact, experience told me that we are able to do something about our money situation, all you need is qualified advice and someone who really stand by you as you go through the process.
I have worked with people who find it hard to save money. They may save some in beginning of the month but have to withdraw by month end. For some, they may be trapped by debt issue and can’t focus on living their life.
But after working together, this situation can change, savings can start to build-up. Results also shown that debts will be paid off. As a consequence to that, life transformed.
Since I have managed to help many to get over these issue, I thought, why not make it available to help more people who were facing similar issue?
This program focus on helping you to find control over your relationship with money. I will be more concerned about working with you to create strategy that can help you overturn your current struggle such as not able to save any money, not seeing your savings grow, cutting off your credit card or other bad debts.
Financial product may be the last thing to exist in this program. But let’s say there come a need for any financial product, rest assured that I will let you know where you can get this product by yourself. It is entirely up to you if you will agree to do it.
The main idea is to help you get into great financial shape and good relationship with your money. Should you feel that you have already achieved such objective, I will be the first person who share your success. Hence, there is no point to lock-in anything here.
When the student is ready, the teacher shall appear. If you are not ready to start transform your relationship with money yet, then you should probably not force yourself to. Effective change can only happen when you are ready to do so.
Having said that, however, you are encouraged to schedule for a discovery call to find out how and when this program will become ideal for you to consider.
It is easy. You can join the Money Transformation Program by clicking here.
Financial services industry is very complex and can be complicated to the untrained. From my experience over the past decade, I learned that even the one with finance knowledge can get confused when dealing with the many types of financial products available.
Sometimes, a single decision we make pertaining to a certain product purchase can bring about a drastic effect on our financial future. If people knows they could get qualified, independent and professional advice before they decide on something, many victims of money games and scams would have been able to avoid such expensive mistakes.
Other than investing related issues, people also tend to get loss when they deal with insurance matters. All these will get easier for the financial consumers, if they have advice that truly be given by a person who is wearing their shoe, instead of someone who is wearing a hat of being a product sales person.
The above is my WHY.
This is a good question. Like the name suggest, you can ask anything related to your personal financial situation. It can be something about how you can save money, what insurance you are having, which insurance you have no longer serves your need, should you rebalance your investment portfolio, is your investment portfolio in-line with your risk profile and investment objective, how should you write your Will, do you need a Trust, etc.
This session is created for you to get your questions answered. For you to get unstuck, so that you can move on knowing that you have made the better decision for yourself.
If you are confident with your own ability to gather relevant information you require to make a decision related to your financial planning need, then you can go ahead to do so without any help from others. However, you are urged to consider all potential blindspots before you move on with a decision.
It is easy. You can schedule a session by clicking here.
What is Money Warriors Community?
This is a community of committed individuals who are sharing objective information and knowledge to help you take control of your relationship with money.
What Can I expect from joining the community?
You will be joining people who want to do better and seek improvement with how they manage their money. So expect some ideas, information, as well as much learning. For a start, there will be some courses that you can register to learn at your own time.
We will also organize webinars, financial clinics to answers some questions, and provide sharing on practical information and knowledge related to personal finance.
Who are the people moderating the community?
I am very careful when it comes to this. The last thing we want is the community to be moderated by people who have vested interest, or have hidden objective to share certain info with you to influence you to want to buy some financial products that you may not really need.
Moreover, I believe that personal finance is supposed to be very personal (maybe that is why personal finance is call personal finance). So information must be made relevant, and also comes with certain level of guidance to help you relate to your own unique situation and life.
That is why, the team moderating this community are filtered, selected and appointed. They are Licensed Financial Planner and / or Financial Adviser Representative who have practical experience working with real life client to help them tackle their financial matters, having coached or mentor people on how to make positive progress in their financial life through learning and planning.
Is there a fee that I have to pay to join the community?
Good question. There is no free lunch in this world. However, It is also my belief that education should be accessible to people.
Joining the community, will only cost you your time.
If we are given something that have value for free, we risk not being able to appreciate the value of what we are given. So we may roll out courses that have lots of value that are carve for those who want to learn how to DIY their financial planning in future. These courses, may come with a small price tag like a brunch at your favorite cafe. Yet, it is completely up to you to decide if you need such courses.
How can I join the community?
You can click this link to check it out.