Financial Planners South East Asia
Latest Episodes
How to create a seamless client takeover with Raymond Chan
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
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
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
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
"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
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
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
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
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
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