My meeting with Soo Yee was overall an excellent experience. Soo Yee was very methodical and meticulous in her approach, while managing the pace of the meeting outstandingly. She took the lead and guided me through the entire process beginning with a high level understanding of how the calculations were made, diving into my current financial health, reaffirming my goals and then revealing the outcome of her analysis coupled with recommendations for an optimized financial position in the future. Additionally, she was patient to answer all questions I had during the meeting. As a result, I was able to clearly understand what I needed to do to accomplish my goals and I walked away knowing that the data was supported by detailed analysis. This makes Soo Yee stand out above and beyond other financial planners and would endorse the highest recommendations for anyone to engage Soo Yee.
I liked the part where some of my gaps are identified and how I can resolve them. I also liked some of the ideas that would help build longevity in finance. I have done most of my finance on my own, so having a professional definitely gave me a heads up on what I could be missing or could be doing better. Looking forward to more sessions to keep me on the right direction.
I have worked with Soo Yee on my financial situation. She has made me look at blindspots in my financial planning. Honestly, it was a great experience having to deal with a skilful worker in the financial aspects of her work. She understands financial levers very well, and has strong analytical skills. Not only that, she is able to get the gist of financial numbers in a jiffy and suggest a better way forward. Her financial standing in my situation has helped me tremendously. Soo Yee’s interpersonal skills are really appreciable and you SHOULD contact her for any financial planning tips. I am truly grateful for her support!
I really appreciate my sessions with Soo Yee. She’s organised in leading the discussion and customises it to my needs and priorities. She also makes the conversation comfortable and open for me to ask questions no matter how basic it is. I leave the session feeling confident about my financial journey and would definitely recommend her.
Soo Yee is excellent at breaking down complex topics into digestible planning sessions, without sacrificing the level of detail and comprehensiveness that is characteristic of her advice. Every question asked is met with enthusiasm and a genuine attitude to find the best solution that works for you. Her advice was always systematic and tailored to my present circumstances. Having been under her guidance for close to 8 months, I truly feel equipped to take on my finances by its horns.
I am writing to wholeheartedly recommend Soo Yee as an exceptional financial planner. Having had the pleasure of working closely with her over the past 2 years, I am confident in her ability to provide invaluable financial guidance.
One of Soo Yee’s standout qualities is her excellent communication skills. She has a remarkable ability to convey complex financial concepts in a clear and accessible manner, ensuring that clients feel empowered and informed about their financial decisions. This skill is especially crucial in the financial planning field, and she excels in creating a collaborative and transparent relationship with clients.
In conclusion, I wholeheartedly recommend Soo Yee as a financial planner who not only possesses the technical expertise required for the role but also excels in client communication, ethical standards, and personalized service. Her commitment to excellence and unwavering dedication to client success make her an asset to any individual or organization seeking expert financial guidance.
The most beneficial part of the meeting for me was our discussion about my financial goals. It helped me identify clear goals for my financial future.
The most significant discovery was realizing how I can increase my savings by managing my expenses and increasing my income. I also just learnt the importance of creating a minimum total of RM 1 million of protection for my insurance.
In comparison to other financial planning sessions I’ve had, I found our experience to be more personalized and detailed.
I’m delighted to know that I’m currently right on track and need to restructure my financial management to settle down comfortably.
I would recommend her to other people to have a deep understanding of their financial management.
Edwin – Marketing
Soo Yee is very good at what she does and very professional. She is also very knowledgeable and provides very good customer service.
Before this May, as a young adult entering the workforce with various commitments and financial goals, I initially relied solely on savings. However, I soon realized that savings alone couldn’t effectively combat the rising inflation in Malaysia.
Fortunately, my cousin, Stephen, introduced me to Ms. Soo Yee, a financial planner who offered me practical and invaluable advice. During our session, Ms. Soo Yee skillfully guided me to prioritize my short-term financial goals and astutely directed my cashflow, resulting in a measurable increase in my savings rate.
What sets Ms. Soo Yee apart is not just her expertise, but her unique ability to make complex financial concepts understandable. She frequently shares pertinent financial tips through relatable daily life scenarios, making it easy to implement her recommendations.
I highly recommend engaging Ms. Soo Yee for financial consultation. Early financial planning with her guidance is a strategic move, enabling you to achieve your goals with a well-defined roadmap. As the saying goes, a goal without a plan is merely a wish, and with Ms. Soo Yee, you can turn those wishes into concrete achievements.
Don’t hesitate to get in touch with Ms. Soo Yee – it’s an investment in your financial wellbeing.
Mildred Vanessa Epui – Data Scientist
I was really anxious about my future, whether I had enough to support my retirement, whether I have enough for renovations, should I sell my property and use the money for an emergency, all this money going into my insurances, are they even worth it. All these thoughts were always in my head.
Soo Yee helped so much in setting up and giving me an overview of my current finances. This helped so much in relieving my stress and anxiety because now I know the decisions I made before were helping me, I also know where to improve, and what habits I need to create (or break) to be on the right track towards my goals.
Imagine, I convince myself it’s alright to spend because I’ve already diligently saved up XX amount. Then, when I average out my ‘rewards’ to myself, I’m actually spending more than the amount I told myself that I’ve saved.
We came up with a plan on what to do, potential ways to save more ( so I can invest more) and she helped me set my priorities.
She really helped alleviate my stress and anxiety of not having enough money. I would recommend everyone to go through this session at least once, and get a view of where your finances are. Getting that baseline set up is great, so you know what to continue doing, and what to stop doing.
Soo Yee has been very helpful in opening my mind and my eyes.
She is knowledgeable and nice.
I gained new insight, knowledge and didn’t realise that time flies!
Seeing my cash flow laid out, what can be done with them and how can I save more while getting ready for emergency times is what I’ll say is my biggest discovery. I will definitely recommend her to others.
Tan Wen Xin – Cost Analyst
Soo Yee is helpful in helping me to understand concepts and principles to evaluate financial health. I got to know whether my insurance portfolio is of the best value and she also worked out a proposed coverage based on my financial needs.
Would recommend this session to people who want to jumpstart on getting to know their financial health better and get a recommendation on how to optimize.
I sincerely have to thank Soo Yee for being a great adviser not only to me but also to my family as well. It’s been great getting guidance & assistance from her about financial knowledge. She is also a great friend who gives genuine advice during our hard times and has been a great support too. Sincerely appreciate it! Would really recommend anyone who is a beginner in financial knowledge to give them a chance, before dwelling into investment, best to know the basic 1st.
I’ve had an initial consultation session with Soo Yee recently to look at my current cash flow and personal finance and I was blown away by Soo Yee’s energy and enthusiasm! Anyone who is a personal finance enthusiast understands that accumulating wealth isn’t just going through the numbers inside the spreadsheet per se. Managing money is also psychological and managing competing values as different generations view money differently. Soo Yee was so empathetic and attentive in listening to my financial goals and concerns, especially considering ideas and thoughts about allocating some capital for good and not for purely financial gain. What I liked about dealing with Soo Yee is that she is also transparent with her fees and charges which I am confident many will appreciate when dealing with a service provider (so that you’ll know that Soo Yee’s interests will always be aligned with yours!). Soo Yee is also certified and attached to a large leading financial planning firm. For all these reasons, I am so pleased to recommend Soo Yee as your personal finance planner.
It’s important to choose a financial planner who knows and understands your needs, not one who pushes the products to you regardless of your needs. Soo Yee did a good job in reviewing my existing financial landscape. She highlighted areas of improvements and then optimized my insurance (with lesser money!) and investment portfolio. Post sales service by Soo Yee is excellent, as she keeps in touch with me, reviews and updates me frequently on my financial standing. Remember your needs change over time, so your financial planner should review the plan with you consistently.
I recommend you to talk to her to review your finances because she will optimize your finances and bring you closer to your financial goals.
I’m very glad to have engaged Soo Yee for her financial planning consultation as she not only gave me a detailed and concise picture of my financial situation but helped me have a clearer understanding of how to achieve my financial goals.
Would highly recommend those starting your careers as she is patient and will guide you through the thought process.
Jasmine – Tutor
I’m more aware and have a better clarity on my financial status after speaking to Soo Yee. This helps me to control, manage and plan my finances better so that I can optimize my over expenditure and pursue my financial freedom. The meeting was above expectations as Soo Yee is very detailed and explains everything patiently. I’ll definitely recommend her to others!
Mr MZ – Software Engineer
The session with Soo Yee was really beneficial. We first went over my overall financial health and my retirement planning, and then some of my aspirations in the near future.
Soo Yee catches and understands the small details of my finances. She’s well-versed in the current development of the economy and how this will reflect in my portfolio in the near-term. Perhaps more importantly, Soo Yee does not hesitate to say she’s still learning if she’s not familiar with a product.
The meeting exceeded my expectations. I highly recommend Soo Yee to other potential clients.
Jess – Business System Analyst
I recently had a consultation meeting with Soo Yee to assess my current financial situation and discuss my future financial needs. She is a passionate financial planner, very patient to provide detailed explanations about financial planning, about financial situations. I get better visibility of my future money requirements now.
I am happy to suggest that you discuss your financial goals and concerns with Soo Yee, and she will be able to provide advice that suits your needs.
Soo Yee is a person who is patient enough to answer all your questions and gives in-depth, genuine explanations about your financial situation. I truly learned a lot about financial planning and gained valuable knowledge. Highly recommended.
Ian Skatu – Artiste
I first got to know Soo Yee at a networking event but instead of me talking to her, my business partner did and he told me about it after. Meeting and speaking with Soo Yee has been one of the most eye-opening things in my life, thus far.
She is an EXCELLENT financial manager who understands different needs and tailors her knowledge based on who you are. As a freelancer with an unstable income, Soo Yee has managed to keep me within a budget so that I would have saved for the upcoming months with lesser income.
I’ve been telling my friends about Soo Yee’s services. I would definitely recommend her because she doesn’t just treat you as a client but has a friendly touch too.
I got in touch with Soo Yee after reading about a friend’s experience with her. I went from someone that has no savings whatsoever to one that now has some emergency funds and investments for my future.
Soo Yee is great at what she does. She explains things in great detail and with lots of patience to make sure you understand them.
If you know nuts about managing your finances, my advice is you seek out Soo Yee’s advice. You’ll gain more than financial advice, you’ll also gain knowledge.
I used to not be very financially smart when I was a lot younger. But once I started earning better, I felt that I needed a bit of guidance. I’m still learning the ropes for sure but getting introduced to Soo Yee has helped tremendously. I’m glad I was introduced to her at a pivotal moment in my life. She is definitely one of the smartest decisions I’ve made. She is able to offer some guidance and key tips to help point you in the direction when planning a comfortable future. Highly recommend it!
Selvalakshmi Velmurugan – Engineer
Soo Yee is a helper, she explains every point clearly with more patience. Approachable person.She gives a clear financial plan for anyone irrespective of their backgrounds. It fits every one who wants to make a great life in future. All the best to Soo Yee for her work.
Khairul Asmui – Nurse
Seorang Financial Planner yang sangat cuba memahami situasi seseorang sebelum memberikan kata putus bagi tahap kewangan kita. Beliau akan memberikan ilmu-ilmu yang baru dan membuatkan kita faham pentingnya penjagaan kewangan peribadi demi mencapai goals masing-masing. Beliau akan memberikan cadangan yang sesuai untuk seseorang mengikut tahap dan keinginan masing-masing. Seorang yg macam beliau sangat diperlukan terutama untuk memberi kesedaran kepada anak muda pada zaman sekarang. Recommend.
Darien Chin – Sales Executive
Soo Yee has been really helpful in building my financial stability and I highly recommend her to help you too ! With her help, I have instilled to start saving up funds for the future and have realistic goals of what I should be focusing on as well !
Adila – Capacity Building Officer
Soo Yee has a very warm and engaging personality, she broke down financial concepts into easy to understand points and was adept at synthesizing input I gave into a simple financial plan for me to act on. She definitely is the person to go to regardless of what stage of financial awareness you’re on. I highly recommend you to have a session with her!
Jian Yen – Engineer
I am able to see my whole life financial projections clearly, that’s the most beneficial part of the session. Through this meeting, I found that my financial cash flow is quite tight and I need more turnaround. This is my first financial planning session with Soo Yee, and this meeting matched my expectations on visual representation of my overall finances. Yes, I definitely will recommend this session to others, especially for those fresh graduates.
Phuah Yong Zhen – Engineer
I can see the overall picture of my financial situation, and I found out that I will not be able to retire comfortably if I don’t do anything with my finances. This session is different as it shows different life scenarios with holistic planning and data. Yes, I will recommend this meeting to others.
Soo Yee 