Ming Wei - Licensed Financial Planner

Ming Wei - Licensed Financial Planner Build, Protect & Grow Wealth with Confidence

你是否面对着: #有固定在投资,可是需要整合由不同管道(如银行,信托基金代理)购买的金融产品。 #保险买了一堆,希望有人可以客观中立的提供你一些建议:现有保单是否合适、如何调整。 #工作太忙,希望找到独立理财顾问以协助你整理财务规划方面的事...
11/04/2025

你是否面对着:
#有固定在投资,可是需要整合由不同管道(如银行,信托基金代理)购买的金融产品。
#保险买了一堆,希望有人可以客观中立的提供你一些建议:现有保单是否合适、如何调整。
#工作太忙,希望找到独立理财顾问以协助你整理财务规划方面的事情。
找一位独立执行业务的理财师, 不逮属于银行员工、保险代理或信托基金代理, 在角色定位上有別于一般的业务员、代理等等;由国家银行(BNM),证券委员会 (SECURITIES COMMISSION M’SIA) 批准的执业理财师。

预约线上会面了解更多。

https://theedgemalaysia.com/node/730882A robo-advisory platform licensed by the Securities Commission Malaysia, MYTHEO, ...
25/10/2024

https://theedgemalaysia.com/node/730882

A robo-advisory platform licensed by the Securities Commission Malaysia, MYTHEO, has announced a partnership with VKA Wealth Planners, a licensed financial planning firm, to launch a new product for investors.

This partnership brings together technology and financial planners to create tailored investment solutions for you.

Robo-advisory platform MYTHEO has announced a partnership with VKA Wealth Planners, a licensed financial planning firm, to launch a new product for investors. The MYTHEO Target Return Portfolio, curated exclusively for VKA clients, is designed to balance potential returns with effective risk managem...

2024 VKA Award Night2🏆🎊
17/08/2024

2024 VKA Award Night2🏆🎊

18/01/2024

On behalf of the Unit Trust industry, the Federation of Investment Managers Malaysia (FIMM) expresses its gratitude and welcomes the recent announcement by Finance Minister II, Datuk Seri Amir Hamzah Azizan, regarding the Government's decision to grant exemptions to Unit Trusts from the imposition of Capital Gains Tax (CGT) and Foreign-Sourced Income (FSI) Tax.

FIMM thanks the Ministry of Finance and Securities Commission Malaysia (SC) for their support of the industry.

Read the full press release at
https://www.fimm.com.my/resources/press-release/

Discover the truth, not the entertainer. But people like to be entertained especially when the financial market stress p...
19/12/2023

Discover the truth, not the entertainer.
But people like to be entertained especially when the financial market stress people so much, when financial market is good people will seek more entertainment, maybe have more money to spare 🤪




Give me your position not your opinion. Give me your incentive and I will give you the outcome. It's the time of year for financial market forecasts and in…

Guide to Sukuk and Bond investing.
15/12/2023

Guide to Sukuk and Bond investing.

11/09/2023
A big thank you to everyone helping me!
28/08/2023

A big thank you to everyone helping me!



Address

E-7-27 IOI Boulevard Jalan Kenari 5 Bandar Puchong Jaya Puchong
Kuala Lumpur
47170

Website

https://smartfinance.my/planners/law-ming-wei

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