Financial Planners South East Asia

Financial Planners South East Asia


Latest Episodes

How to create a seamless client takeover with Raymond Chan
January 23, 2022

In this episode, Gwen chats with Raymond Chan. He is a Licensed Financial Planner and Business Development Manager of VKA Wealth Planners based in Kuala Lumpur, MalaysiaRaymond shares how he started

Needs-based advice with Efren Ll. Cruz
January 16, 2022

In this episode, Gwen chats with Coach Efren Cruz, the Chairman and CEO at Personal Finance Advisers Philippines. He is also a Bestselling Author and a Registered Financial Planner of RFP Philippines

The Insurance Industry in Singapore with R Kumaran
December 12, 2021

In this episode, Gwen chat with R Kumaran, an MDRT Coach and CEO of The Insurance Collective based in Singapore.Kumaran talks about the struggles and opportunities in the Insurance industry in Singap

The evolution of Financial Planning in Malaysia with Linnet Lee
December 05, 2021

In this episode, Linnet Lee, CEO of the Financial Planning Association of Malaysia chats with Gwen about the evolution of Financial Planning profession in Malaysia.Linnet Lee LinkedIn: https://www.li

Free and Paid Services of Financial Planners with Kevin Neoh
November 28, 2021

"Not everything should have to come with a price."In this episode, Kevin Neoh is back in the podcast with Gwen. Kevin is the Founder and CTO of NextGen Advisors, Practice Director of VKA Wealth Plann

The value of financial planning for the working middle class with Felix Neoh
November 21, 2021

In this episode, Gwen chats with Felix Neoh, Director of Finwealth Management in Malaysia.Felix discusses the misconceptions of the working middle class around financial planning, the steps Financial

Let‘s talk investing and trading with Geremy Dale Jamir
November 14, 2021

In this episode, Gwen chats with Geremy Dale Jamir, a Financial Adviser from Sun Life Philippines with a background in Trading.Dale talks about the lessons he has learned in his decade-long journey i

Tax planning and other value proposition Financial Planners can offer with KP Bose Dasan
November 07, 2021

In this episode, Gwen chats with Bose Dasan K Palasingam (KP Bose Dasan), Tax and Financial Planning Guru and one of the pioneers for Financial Planning education in Malaysia.Bose talks about the val

Purpose-driven advice with Jay Adrian Tolentino
October 31, 2021

In this episode, Gwen is with Jay Adrian Tolentino aka The Purpose Driven Adviser aka Kuya Jay. He is an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE and hosts the Pera and Pu

How to connect with clients during this pandemic through technology with Rey Christian Jaca
October 24, 2021

In this episode, we have a returning guest, Rey Christian Jaca, a Financial adviser from the Philippines.He's back to chat with Gwen about how he's innovating his customer service by leveraging techn