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Continue reading →: 5 Tax Relief That You Must Know!
It’s coming to the end of April, the deadline of filing tax return for 2018 (employment income). If you did not manage to maximize your tax relief for 2018, no worries. Below please find 5 areas where you can maximize your tax relief, therefore reducing your payable tax. Remember…
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Continue reading →: Basic of Unit Trust Investment
One of my friends asked me: how to evaluate whether a unit trust fund is good, other than looking at the past performance? He mentioned that an unit trust consultant approached him with unit trust fund investment with awesome track record. But he is not clear of how unit trust…
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Continue reading →: He delayed his engagement for 3 years because of this.
This is a true story. He delayed his engagement for 3 years because of this. He is my client who is great entrepreneur, passionate in providing IOT solution. He shared with me on his true story. Everything in his life seems good until he received this phone call. He was…
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Continue reading →: Are you the frog being boiled alive?
Only 55% of Malaysians settle their credit card bills on time. Are you one of them? I have a client who is currently on debt restructuring program with AKPK. He had made plethora of purchases on credit, and converted them into instalment. When purchases are split into small instalments, he…
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Continue reading →: How To Sniff Out An Investment Scam?
Simple logic. Now that you have 600ml of coffee in a jug. You are required to pour the coffee into the following cups evenly. How would you do it? You will do the following. Each cup with 200ml of coffee. Now, I want you to have 300ml in A. How…
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Continue reading →: How Long is Your Runway?
Have you thought of how long can you sustain without working? Life events always kick in and change our financial direction. Financial runway tells your period of sustainability in case of no income sources from working. The same concept can be used for running business to keep business solvent. You…
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Continue reading →: Understand Debt Before You Regret!
We all have common goal, which is to be healthy, wealthy and happy. To achieve wealth, you work hard and prioritise saving up money over spending. You promise yourself strong commitment towards achieving financial success. Now, imagine your journey towards financial success like gaming session. Your ultimate gaming goal is…
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Continue reading →: Which one is your personal finance equation?
Is there any difference between the two equations above? I was discussing with an Engineer on his personal finance two months back. He told me there is NO difference, because when he moves around the equation, he will get back the same thing. What do you think about his argument?…
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Continue reading →: Who’s Soo Yee?
This is what people around me said to me when I decided to leave my corporate stable job and join in an exciting career which is financial planning industry. What’s financial planning? Is it about insurance? Unit trust is it? Can earn money meh? Aiya no one needs financial planning…
From Financial Worries to Confidence – A Roadmap Tailored for You
Soo Yee
Licensed Financial Planner, CFP®
BSc. (Hons)(Purdue)
Wealth Vantage Advisory
☎️ 011-11161805
Ready to Take the First Step?
In a discovery session, we’ll have a friendly, no-obligation chat about your current situation, your goals, and how personalized financial planning can help you move forward with confidence.
Soo Yee 