Soo Yee 

Bsc. Hons (Purdue), CFP

Licensed Financial Planner, IPPFA

Hello! I am Soo Yee 

I am a Licensed Financial Planner in a leading financial planning firm in Malaysia. For some time now, I have helped many working professionals with their financial planning. With my personalized strategies and advice, they now have clarity and take better control over their financial future. I specialized in personal finance diagnosis, analysis and solution recommendation, and it's my passion to get you to where you want to be, financially. Let's figure out a financial plan that works for you. Book a consultation with me today! Let's start talking!
 

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.

Featured Article

Co-Founded

Financial Planning App

I believe financial education is key to financial success

2023

Featured Article on

Focus Malaysia

2023

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Focus Malaysia

What to consider in the quest to re-build retirement saving after MCO

2023

Featured Article on

Focus Malaysia

How to plan your finances with global economic slowdown in mind? 

2022

Featured Article on

Focus Malaysia

Family budget: Knowing what is important based on your situation

2022

Featured Article on

Focus Malaysia

2022

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Focus Malaysia

Three family financial planning tips for new parents

2022

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The Malaysian Reserve

2022

 

Featured Article on

Focus Malaysia

3 Common Mistakes When Planning for Property Purchase

2021

Featured Comments on

The Malaysian Reserve

2021

Featured Article on

Smart Investor

How to Choose the Right Investment Vehicle for Yourself?

2021
Featured Article on
LoanStreet
2021

 

Featured Article on

Smart Investor

What is the Best Way to do Personal Investment Planning?
2020

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Smart Investor

Best Tips on Financial Planning for Fresh Graduates
Blog Articles

Videos

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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!

Testimonials

    Tools
    Retirement Calculator
    See how much you need for your retirement
    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

    Soo Yee
    Licensed Financial Planner
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