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+6012 399 4022
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I AM VIVIEN LOH

financial planner

Let me know if I can help you on:
Financial Planning
Wealth Management
Islamic Financial Planning
Corporate Advisory

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FINANCIAL PLANNING

We offer a diverse range of financial solutions for your financial planning need. We can assist our clients with independent advisory services separate from any particular bank, investment or insurance company.

WEALTH MANAGEMENT

We offer customized and sophisticated financial planning and wealth management services for high net worth clients. This advice includes the use of trusts, business succession planning and the setting up of family office.

ISLAMIC FINANCIAL PLANNING

We offer a comprehensive range of shariah-compliant financial planning for the needs of Muslim optimizing the latest Islamic finances. 

CORPORATE ADVISORY

We partner with leading professional service providers to offer you a full range of corporate advisory with practical, high quality strategic advice and creative financing solutions to your business and corporate.

5 PILLARS OF WEALTH


WEALTH PROTECTION

WEALTH MAINTENANCE

WEALTH ACCUMULATION

WEALTH ENHANCEMENT

WEALTH DISTRIBUTION

How to manage my wealth?
Can I do this on my own?
Anyone I can seek for assistance?

I want to…
• Provide financial protection for my family if I die untimely 
• Protect my income if I’m temporarily disabled 
• Cover hospitalisation expenses for myself and family
• Secure an income if I stop working

I want to…
• Conduct a financial health check
• Explore opportunities for income tax saving
• Manage outstanding debt
• Create cash reserves for emergencies

I want to… 
• Plan for short-term savings like downpayment for home & car 
• Plan for medium-term savings like early mortgage repayment 
• Fund my children's tertiary education
• Save for a comfortable retirement

I want to… 
• Invest my extra cash for better returns 
• Review my overall investment program 

I want to… 

• Leave behind a legacy for my next generation
• Ensure a smooth distribution of my wealth according to my wish