Henry T (36) Kuala Lumpur

[skip to 6:50] The methodology, the type of investment you are recommending, and the way to achieve that is actually on the same wavelength as me and my wife.

I can imagine not many advisers can be as flexible as yourself to do this kind of advisory work.

Henry T (36) Kuala Lumpur Chief Financial Officer
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Andrew S (40) Kuala Lumpur

Your advice is very logical and this 1-1 session is really beneficial.

The thing is I don’t have time to go and research about stocks…company and do value investing, because I am working and I have two young kids.

Andrew S (40) Kuala Lumpur Enterprise Software License Advisor at a Multinational Company
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Muhd Fuad (26), Kuching

I’ve attended a lot of session where most so-called experts give mindset and motivational advice. That’s not useful.

Your advisory is different. You are clear, concise and straight to the point with solid action steps. We need more of this kind of advisory.

Muhd Fuad (26), Kuching Electrical Engineer at Multinational Company
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Wendy Wong, Kuala Lumpur

Your story-telling approach is very logical, backed by numbers and data.

I really enjoyed and appreciated it.

And I think it’s very worthwhile to go through the advisory session with you

Wendy Wong, Kuala Lumpur People and Organization Director, Southeast Asia at Mars Incorporated
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Teo Jyr Jong (60+) Kuala Lumpur

I confessed that I have not been very consistent with my stocks investing

Therefore, I find this 1-1 session enlightening because you’ve shown me that index investing matches, and even beats Warren Buffett’s returns.

I mean, I recall he (Warren Buffett) also has been saying that you (should) just go and buy index…

Teo Jyr Jong (60+) Kuala Lumpur Retired from Oil & Gas Industry, A Savvy Investor
Chiam EH (38) Penang

I was looking for an alternate way to invest in the market without being too actively involved, but the returns got to be above average than most, in other words won’t under-performed the broad market.

Your recommendation fits my requirement perfectly. Like what you said, investing is not about excitement, it’s all about profit. The price goes up-down, up-down but if you don’t earn a net profit, also useless.

All-in-all, I strongly believe index investing because I buy the concept of investment portfolio rather than a single stocks or counter.

Chiam EH (38) Penang IT-Software Engineer