Neville.C 和你轻松谈理财

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Neville.C 和你轻松谈理财

主要分享个人的理财心得，内容纯属个人观点与经验作为是互相学习，交流与资讯用途，而绝非任何金融投资或买卖建议。在任何投资前，请自行分析或向专业的金融理财顾问询问

24/12/2025

Wishing Everyone A Merry Christmas !

3 个“臭皮匠” 胜过一个诸葛亮。
40+30+20+ 因为同一个理念有缘地走在一起组成了接近90-100 分的梦幻组合。

#一起创业 #一起奋斗 #招聘

03/12/2025

*** 这不是防晒霜广告 ***

刚到公司pick up 我们的2026 Calendar. 一看就觉得做么和我的Sunblock 一个样子的。哈哈 😆

设计design 艺术不是我内行，好不好看见仁见智。但是我倒觉得其实这当中有一定的含义的😊

投资是什么？
做什么要存钱？
PRS 私人退休储蓄是什么？

其实它就像是防晒霜的“防护罩”，为了让我们皮肤老化后不会满脸老人斑保持更好的状态。
而储蓄投资和PRS 就像是我们老了退休后的保护罩，让我们可以有更健康的财务状况去应对接下来的生活挑战。

防晒霜要选SPF50,
投资理财当然也要找有50 年经验的投资银行咯。

“We will always cover you from the hot sun 🌞 “

27/11/2025

Early November Team Building event with our team members. It was a great outing where not just great memories created, lot of laughters , and we shared our knowledges and experiences too during the short 2d1n trip.

27/10/2025

25 Oct 2025 Invited by Company for A Sharing Sessions.

Sharing my knowledge and experience about how I guide my client on monthly savings and helping them to achieve their savings / financial goals.

"Sikit-sikit, lama-lama jadi Bukit !"

Imagine 1 customer can save just RM200 per month， and now the fund have accumulated & grow until 50K now over years ?!

That's the benefit of having a Savings Habit.
And I m glad that my sharing brought some insight to the audiences / peers colleagues and help them to enhance their knowledge too

16/10/2025

Invited by Company to be the Speaker for a physical Business Opportunity Preview Session.

It was indeed an honour for me to share my past 13-14 years experience in this Unit Trust industry.
And I'm grateful that my sharing were able to inspired all the attendees to make a change and join our company to build their full time / part time career.

Our job is Simple yet challenging (all great jobs are challenging isn't it? )
The success factor is to stay FOCUS, PASSIONATE and DETERMINE to help All customer stay focus, patient, miantain discipline. Eventually we will get a WIN WIN result.

Every Success starts from Our First Step !

09/10/2025

4 Oct 2025

星期六早上来个线下Physical Coaching Session.

感谢队友们都愿意出席大家一起学习如何帮助顾客管理和增加财富。好好利用周末的时间增值自己和建立更好的事业和被动收入。先苦后甜，以后可以过着自己想要的生活，达到时间和财务自由。 ❤️❤️❤️

01/07/2025

Work Life Balance
工作不忘运动放松一下

Pickleball 热潮，原本的羽球Kaki 也开了多一个Pickleball group ... 但我还是比较喜欢羽球

Hobbies time

27/05/2025

“ 勇敢地踏出第一步，向前跑。。。美丽的风景在前方等你飞翔！！！ ”

A visit to this beautiful Lake Bled at Slovenia 🇸🇮 . Other than viewing the beautiful lake, mountain and church on the island, company had arranged us to have the bird eye's view by flying on the sky .. 🪂🪂🪂

After seeing this same view on our laptop (window wallpaper photo), it is a great surreal experience to view this personally .😍

Bucket Lists :
Sky Diving - Namibia 2019 ✅
Paragliding - Lake Bled Slovenia 2025 ✅
Bungee Jump ❌ 阿叔不敢不会试😜

27/04/2025

25 April 2025
Klang Valley Branches Annual Award Night

It's time to celebrate our achievement with our peers, team members and working buddies.

Thank You Customer & all team members for your trust, support and contributions for all these years.
We will continue to provide our best services and work together towards our financial goals.

Photos 2-7 : Memories w my team members, meeting partners and work travel buddies

Last photo : With our HQ Head of Equity / Fund Manager, it's crucial to make sure that all my customer savings 💰💰 are managed by professional and someone with expertise & experiences

24/02/2025

2024 Achievement ~ Slovenia & Croatia Incentive Trip 🇭🇷 🇸🇮

It was definitely not an easy year, but with hardwork ,discipline & perseverance we shall overcome all obstacles and achieve our goal (now or later) ; In fact this simple same rules apply for our Investment Goals too !

Thanks to my client for their continuous support, patience & trust. And of course thanks to my Agency team members and buddies for the support and contribution !

Let's Work Together Towards our F.I.R.E goals !!

12/09/2024

又开 Show 啦！

继6月尾线下分享会后，这次有幸获邀请为 Nationwide 全马的基金顾问伙伴们分享一下我的经验。

虽然我称不上是大众信托基金顾问领域里的“前辈”级，但拥有11年的工作经验和帮助过超过500 位的客户管理他们的基金投资的我应该也可以称呼自己为 “小老鸟“ 了呱 😄

我一直强调的“基金投资“并不是直通车Express Line，要通过基金投资达到真正有意义的“财富自由“真的需要坚持，耐心， + calmness ；所以一个专业和认真的基金顾问真的扮演着一个重要的角色。

希望我在接下来的会议上分享的小小心得可以帮助到更多的伙伴们一起为相信我们的客户达到他们的投资目标🎯

07/09/2024

今天来个线下培训会议帮忙我们团队里的合作伙伴们一起学习和加强对于基金投资/管理的知识。

很高兴大家愿意抽出星期六休息/家庭日的早上时间来出席一起交流学习和为我们的事业打拼。

成功没有捷径，就是要先苦后甜，称年轻时多点努力牺牲少少专注在建立了良好的被动收入先，以后就可以比较享受了。。

会议在1pm 结束后，大家收获满满地可以回去enjoy 和朋友与家人的美好周末了🥰。。

我就喜欢这样的周末，更加踏实有意义☺️

♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️♥️

我是Neville , 你的专业基金顾问和合作伙伴。

你放心，你的创业和创富之路有我陪伴🎯

对于基金投资或者想要兼职基金顾问打造被动收入的欢迎你来询问📲
https://nevillepublicmutual.wasap.my/

Address

Perdana Business Centre
Petaling Jaya
47820

Website

https://nevillecwm.wixsite.com/yourtrusted1

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