Soo Yee Kuah - Financial Planning

Bsc. Hons (Purdue), CFP

Licensed Financial Planner, IPPFA

Phone:

011-11161805

Email:

soo.yee@ipp.com.my

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!

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.

Co-Founded

Financial Planning App

I believe financial education is key to financial success

Download here to get daily financial planning tips!

https://play.google.com/store/apps/details?id=com.financial.literacy.financial.planner.malaysia

2023

Featured Article on

Focus Malaysia

Insurance protection for young families

https://focusmalaysia.my/insurance-protection-for-young-families-part-1/

2023

Featured Article on

Focus Malaysia

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

https://focusmalaysia.my/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?

https://focusmalaysia.my/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

focusmalaysia.my/family-budget-knowing-what-is-important-based-on-your-situation/

2022

Featured Article on

Focus Malaysia

Three transformative ideas to save more money

https://focusmalaysia.my/three-transformative-ideas-to-save-more-money/

2022

Featured Article on

Focus Malaysia

Three family financial planning tips for new parents

https://focusmalaysia.my/3-family-financial-planning-tips-for-new-parents/

2022

Featured Comments on

The Malaysian Reserve

Time to look at PRS to complement EPF

https://themalaysianreserve.com/2022/01/19/time-to-look-at-prs-to-complement-epf/

2022

Featured Article on

Focus Malaysia

3 Common Mistakes When Planning for Property Purchase

https://focusmalaysia.my/3-common-mistakes-when-planning-for-property-purchase/

2021

Featured Comments on

The Malaysian Reserve

Many Malaysians need to work past 60 after Covid withdrawals

https://themalaysianreserve.com/2021/11/08/many-malaysians-need-to-work-past-60-after-covid-withdrawals/

2021

Featured Article on

Smart Investor

How to Choose the Right Investment Vehicle for Yourself?

https://www.smartinvestor.com.my/how-to-choose-the-right-investment/

2021

Featured Article on

Smart Investor

What is the Best Way to do Personal Investment Planning?

https://www.smartinvestor.com.my/create-personal-investment-planning/

2020

Featured Article on

Smart Investor

Best Tips on Financial Planning for Fresh Graduates

https://www.smartinvestor.com.my/financial-planning-for-fresh-graduates/

Blog Articles

https://sooyee.com.my/blog/

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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!

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Soo Yee

Licensed Financial Planner

Phone:

011-11161805

Email:

soo.yee@ipp.com.my

The information provided on this website is general in nature and does not constitute financial advice. The website can change without prior notice and does not guarantee the accuracy of information, including information provided by third parties, at any particular time.

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.

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