Professional
Personal Financial Planning
Build a Stronger Financial Future, One Step at a Time
ABOUT COMPANY
We provide personal financial planning & coaching
Comprehensive financial assessment
Personalised financial roadmap
Our mission is to help you build a clear, structured, and achievable financial roadmap.
There are many financial challenges people face today like cash flow, investment choices, risk management and retirement planning. With our personalized coaching and professional planning framework, we help you make confident financial decisions at every stage of life.
WHAT WE’RE OFFERING
We provide the best guidance for your personal finances
We offer structured, personalized financial coaching designed to help you build clarity, confidence, and long-term financial stability.
Cash Flow Planning
Help you restructure budget and save 10–30% more every month.
Risk Management
We evaluate your protection needs and assess your insurance coverage.
Investment Planning
We design an investment strategy aligned with your risk appetite, goals, and time horizon.
Retirement Planning
We project your future retirement needs and help you accumulate adequate funds toward financial independence.
Financial Goals
We create a goal-focused investment strategy using long-term and diversified planning principles.
PROFESSIONAL TEAM
Meet the highly qualified
Advisors
Kelvin Goh, CFP
Licensed Financial Planner, CMSRL
Mandy Hiew, CFP
Licensed Financial Planner, CMSRL
Choon Hong, CFP & IFP
Licensed Financial Planner, CMSRL
WORK PROCESS
Our financial planning process in 4 clear steps
Gathering data
We gather key details about your finances and goals. We keep your information fully confidential.
Analysing Financial Status
We assess your cash flow, risks, investments, and retirement readiness.
Developing & Implementing
We create a personalised plan and help you put it into action.
Monitoring & Reviewing Progress
We track progress and adjust your plan as your life evolves.
OUR BENEFITS
Why choose us?
We offer unbiased, professionally licensed financial guidance designed to help you make confident decisions and build long-term financial security.
Independent, client-first advice
We do not sell products or earn commissions, every recommendation is purely in your best interest.
Licensed & professionally qualified
Guided by CFP® and CMSRL credentials, ensuring compliant and expert financial advice.
Comprehensive, all-in-one planning
Cash flow, risk, investments, retirement, and financial goals — everything managed in one structured plan.
365-day support & accountability
Personal coaching, ongoing reviews, and continuous adjustments to keep your plan on track.
OUR TESTIMONIALS
What they’re talking about
Money Brader
Mrs Carrie: Since I learned how to manage finances with my husband, we've been able to save much more money.
Dr Yek: Money Brader provided precise guidance, allowing me to avoid mistakes and save valuable time.
Akino: I used to give up on financial planning, but this time I’m succeeding because Money Brader is consistently guiding and following up with me.
Office
No31-B, Jln Ambong 3 Kepong Baru, Kepong
Call
017-3202991