Find out if you have enough to retire or change careers, and whether your portfolio can survive a market shock.
I help mid-to-late career professionals make informed financial decisions. You leave with your issues resolved and next action steps.
Financial modeling & portfolio analysis assisted by AI, backed by professional CFP judgment.
Unbiased, Hourly Fee & Licensed. Since 2014
Since 2014
Consult Sessions
Consult Hours
Training & Workshop (Corporate)
Engaged by/Featured in: Maybank, PNB, Malaysian Medical Association, EPF, Great Eastern, CNA, TheStar
What clients say after consultation
“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 this for you? Yes, if you’re asking:
Can I afford to retire?
- 🔹 Is what I’m doing enough to retire when I want?
- 🔹 Can you chart a retirement roadmap so I don’t run out of money before running out of life?
- 🔹 Can you build an income replacement plan around my lifestyle and preferences?
Is my money working as hard as it should?
- 🔹 How do I restructure my underperforming investment portfolio?
- 🔹 Am I over- or under-insured, or overpaying for insurance?
- 🔹 What opportunities am I missing that would get me to my goals sooner?
Where do I even start?
- 🔹 Where do I even start?
- 🔹 Can you help me spot financial blind spots before they become problems?
- 🔹 I’m overloaded with information. What should I actually do?
How consultation session works
30-minute assessment call, you walk away with a framework to address the matters you need advice on
Start here: guides by topic
Plain-English guides for Malaysian households, written by a licensed adviser. Pick the one that matches your question.
Retirement planning
How much you need, where it comes from, and how to make it last.
Investing
Nineteen ways to invest in Malaysia, from unit trusts to REITs, compared.
Insurance
Check whether your cover is enough, too much, or missing something.
Financial planning
What a written plan should include, and what to do first after you get one.