Our story and mission

Founded in Kuala Lumpur, MY’s mission is to make trustworthy financial planning accessible and practical for all Malaysians.
  • Expertise

    Our team brings years of practical knowledge in financial planning, with deep understanding of Malaysian regulations.

  • Transparency

    We believe every client deserves clear, honest explanations of their options and what’s involved at each step.

  • Local roots

    MY was founded by professionals who call Malaysia home and are committed to serving the needs of local communities.

  • Responsibility

    Confidentiality and ethical responsibility are central to how we handle your information and deliver advice.

  • Personalisation

    No two clients are the same. We approach each situation as unique, designing strategies that fit your real life.

  • Ongoing support

    Our relationship doesn’t end after a single meeting. We’re here to provide ongoing support as your needs evolve.

  • Compliance

    We strictly follow all current Malaysian regulations and maintain up-to-date professional credentials.

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Team planning together in modern office
1

Personal approach

Every client’s circumstances are different. We take time to listen and tailor our approach, so you always feel understood and receive recommendations that make sense for your life right now.

2

Continuous partnership

Financial planning is a process, not a one-off event. We’re committed to supporting you at every stage, making adjustments as your situation and goals evolve.

3

Transparency always

Clear communication is the foundation of our work. We explain every step, answer questions honestly, and keep you informed throughout the process.

4

Compliance focus

Our team maintains professional standards and stays up-to-date with regulations, so you receive advice that is both relevant and compliant.

Meet our experienced financial planning team

Faridah Binti Mohd Salleh

Faridah Binti Mohd Salleh

Lead Financial Planner

Kuala Lumpur, Malaysia office

With over a decade of experience in Malaysian financial planning, Faridah leads the team in crafting clear, practical plans tailored to clients’ unique circumstances.

Areas of focus

Personal finance consultations Malaysian regulatory compliance Goal-based planning
Matthew Lim Wei Xian

Matthew Lim Wei Xian

Operations Director

Kuala Lumpur, Malaysia office

A specialist in process management and client support, Matthew ensures every step of the planning journey runs smoothly and that all documentation meets compliance standards.

Expertise

Client relationship management Process documentation
Siti Nurhazirah Binti Ahmad

Siti Nurhazirah Binti Ahmad

Client Support & Research

Kuala Lumpur, Malaysia office

Bringing a detail-oriented perspective to every project, Siti supports clients with research and ensures our strategies reflect the latest regulatory updates.

Key strengths

Market research and analysis Regulatory review Client communication

Recognition and professional milestones

2022

Client Trust Excellence Award

Awarded for consistently delivering clear, actionable guidance and maintaining outstanding client satisfaction ratings.

2023

Ethics & Compliance Certification

Certified for successful completion of advanced Malaysian financial compliance training and ethics seminars.

2024

Community Impact Award

Recognised by local business groups for strong community involvement and educational outreach in financial literacy.

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