We Educate, Plan, Validate, Optimize & Implement your Wealth Strategy
Customized, independent advisory helps you with nearly any financial decision you face, from (re)constructing investment portfolios & expanding your financial opportunities to retirement roadmapping & evaluating insurance needs.
How Can Your Life Change with Our Advisory?
More Time
Freedom to focus on what truly matters—family, health, personal growth, and fulfillment.
More Money
Security and choices, allowing you to live life on your terms instead of constantly worrying about bills or limits.
Less Stress
Clearer thinking, better relationships, and the calm confidence to handle whatever comes your way
Unbiased, Flat-Fee & Licensed Wealth Advisory You Can Trust
We provide both 1 to 1 and 1 to many advisory sessions
Paid Consultation & Advisory (Personal)
Wealth advisory, including retirement advisory, investment advisory, risk management advisory, cashflow and tax advisory
Paid Training & Workshop (Corporate)
Done for Maybank Academy, Permodalan Nasional Bhd, Malaysian Medical Association, KWSP, Great Eastern etc
“It is not easy to have both meaningful and comfortable conversations around money/retirement that also involves family, yet Lieu gave me the space and put me at ease to do this during the consultation“
Rizal Harris Wong – Group Technical Authority at Petroliam Nasional Bhd
“Equipped with higher confidence going forward, I now have more conviction to commit & execute the strategies you recommended. The road mapping process has revealed to me that I can still have a sustainable retirement portfolio in place 40 years from now without compromising my current lifestyle”
Azian Ahmad, Head Of Human Resources @ Lazada & Shell Business Operations
“I am an accountant with decent financial knowledge but sessions with CF Lieu provided me with a new perspective and in some cases, details and information that I never knew or considered. Very humble and respectful of the client’s viewpoint despite him having a rich knowledge in the financial planning space“
Sunil Rajamony – Global Business Services Director @ Huntsman Corporation
Is Our Service For You? Yes, if you face these challenges
I Cannot Find Enough Time Or Expertise to Manage my Wealth
- 💬 Check if what I’m doing is enough to retire when I want
- 💬 Help me chart a probable retirement roadmap for me, so I don’t run out of money before running out of life
- 💬 Help me put together a Sustainable Income Replacement Plan based on my lifestyle and preference
- 💬 Advise me on the cause and effect of financial decisions I’m making
I Can’t Get Unbiased Second Opinions from a Professional
- 💬 Are there any immediate opportunities I am not aware of, to accelerate towards my financial life goals?
- 💬 Guide me to reduce financial mistakes by leveraging experience from people who have ‘been there, done that’
- 💬 I need to restructure my underperforming investment portfolio
- 💬 Am I over/underinsured and/or overpaying for insurance?
- 💬 I don’t know how and where to start planning for retirement
I’m Stuck Trying to Get Practical Money Advice
- 💬 How to best optimize return, with the lowest risk, in a volatile market?
- 💬 Help me spot any financial blind-spots before they turn problematic
- 💬 I want to grow my wealth with high certainty without the noises
- 💬 I’m unable to make informed decisions due to information overload
- 💬 I am confused, frustrated & overwhelmed with what is out there
