Financial Planners South East Asia

Financial Planners South East Asia


Latest Episodes

How perception affects Financial Planners/Advisers and their clients with Raju KR
October 17, 2021

In this episode, Gwen chats with Raju KR, a Financial Planner and Founder of Blueprint Group of Companies.As one of the veterans in the Financial Planning industry in Malaysia and a life member of th

Choosing the Right Clients for Your Practice with Rajen Devadason
October 10, 2021

In this episode, Gwen chats with Rajen Devadason, Senior Financial Planner, Columnist, Author, Professional Speaker and CEO of RD WealthCreation.They talk about Rajen's colourful journey in the Finan

How to set up a successful partnership with your clients with Idham Idris
October 03, 2021

In this podcast, Gwen chats with Idham Idris who is a Licensed Financial Planner and Director of Wealth Vantage Advisory in Malaysia.Since starting in the financial industry in 2003, garnering almost

How you can use social media as a Financial Planner with Celine Khor
September 26, 2021

In this podcast, Gwen chats with Celine Khor, a Licensed Financial Planner who specialises in customising personal financial portfolios based on her client's existing & targeted goals.Celine share

The beauty of being different with CK Goh
September 19, 2021

In this episode, we have CK Goh, a Licensed Financial Planner and Financial Coach from CorePlus Advisory in Malaysia.Gwen sits down with CK for a conversation around how he was able to transition fro

Different ways financial planners can make an impact with Selina Dang
September 12, 2021

In this podcast, we have Dr. Selina Dang, a licensed financial planner from Coreplus Advisory who holds a Capital Market Services Representatives License (CMSRL) from the Securities Commission of Mal

How to be a more effective manager with Keith Capoy
September 05, 2021

Today, we have Keith Capoy, a Financial Advice Unit Manager under Blue Pearl 10 from the Philippines.Keith chats with Gwen about what makes a good manager and team leader for the new generation of fi

Why sharing your knowledge and expertise freely works well for Financial Planners with Jovie Lim
August 29, 2021

In this podcast were with Jovie Lim, a financial adviser from Coreplus Advisory, Malaysia who is passionate about helping her clients with their financial objectives and goals by using her strong ana

How to keep clients for life with Hooi Hooi Lim
August 22, 2021

In this podcast, Gwen is joined by Hooi Hooi Lim, Young Professional Money & Life Coach, Director and Co-founder of CorePlus Advisory in Malaysia.With almost two decades of experience in the fina

Why having mentors and advisers works well for financial planners with Rey Tacder
August 15, 2021

Today were with Rey Tacder, a Financial Consultant / Equities and Securities Salesman / Private Stock Market Trader from Cebu, Philippines. Rey and Gwen talk about why its beneficial for Financial A

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