What Our Clients Say

Some kind words from our respected clients

Testimonial from Financial Professionals

Mr. Yong used several real-life examples in class which I find very practical and I like most. I had learned to manage stress well, everything starts with proper planning and risk optimization as my take-home value.

Irene Gan, Center Manager Premier Wealth Manager of Maybank
What I like most is the insurance & legacy planning and the class is different from the classes that I attended before as it is an “enhanced” learning experience. This class triggered me to review my insurance coverage and have a well-written.
Andy Choong, Associate Director of Private Banker of CIMB Bank
The cash flow and risk profile are the parts that I like most in the class. The class helped to reduce financial stress through effective strategies.
Eugene Ooi Ewe Jin, Branch Manager (North) of Oriental Pacific Futures
What I like the most is the pre-course Excel spreadsheet which is a very good tool for any individual. The take-home value has managed the stress (financial) from the start-need over want, live for yourself (family), not for others, etc.
Isabella Lim, Company Dealer (Senior Manager) of UOB KayHian

What I like the most is the excellent tools of financial stress self- assessment and Excel spreadsheets and the explanation of 5 major financial stress and the solutions is very useful. The class is excellent when compared with the classes that I attended before. My take-home values are to live in flexibility but plan for financial possibilities.

David Lo, Deputy Director, Future and Options of RHB Bank

The Speaker’s presentation style is the part I like most. This class is different because of the speaker’s finite experience on this topic. My take- home value is the importance of financial planning.

Assist. Manager, Fund Management of Pacific Mutual
The interactive part is the part I like most. This class is not textbook style and ability to look at a very different dimension when compared with other classes that I attended before. My take-home value is there are ways of managing the stress by planning life better.
Shadida Binti Ibrahim, Senior Vice President, Head of Institutional Equity Sales, AMInvest.
This is the second time I attended Mr. Yong’s class. The good and more interaction between the speaker and the student is the part that I like most in the financial plan class. The class was so lively and not dry at all making it so much different from the class I attended before. I learned the core value of “Money and Life” as per what is always emphasized by Mr. Yong.
Low Kean Weng, Head of the SJ Securities Branch
I like most of the class because the speaker is a professional. It is different from the classes that I attended before as the topics are relevant. My take-home value is the value of financial planning.
Jennifer Lee Siaw Sze, Centre Manager of Maybank
The part that I like most is on prioritizing and planning to achieve financial freedom. It is different from the classes I attended before which involved lots of media interactions that can keep us stay awake throughout the course. My take-home value is it is a reminder of what needs to be done to successfully manage our wealth.
Asma Dewi Sidon, Director of Institutional Sales of CIMB
I purposely came to Penang from KL because of this special retirement topic. In this retirement class run by Mr. Yong, the retirement strategies and realization of how much retirement gaps need to fill are two parts that I like most. It is different from the classes that I attended before as a lot of videos were shared, got interaction with the speaker so not sleepy and bored at all. I learn to calculate what the need and prioritize what is more important in retirement as my take-home value.
Dzulhilman Sulaiman, Remisier of Melaka Securities
What I like most is good knowledge and the dedication to the teaching of the speaker. It is different from the classes that I attended before because sharing more valuable advice and experience rather than just the textbook. My take-home value is that I have learned and understand more on will write and the importance of having a will.
Chow Hoi Mun, Marketing Executive of Amara Investment
The part that I like most is the presentation is lively and I don’t feel sleepy. It is different from the classes I attended before as this course is very applicable to all works of life. My take-home value is work hard towards your goals.
Lim Cheng Eng, Registered Trading Rep of UOBKayHian
What I like the most is the out-of-box examples and videos. The class is very interesting. A more informal and open dialogue makes the class so different from the classes that I attended before. My take-home value is flexibility and Budget.
Chervonne Wong, Analyst of WynCorp
What I like most is the way of presentation is more clear and two way of discussion helps the audience. It is different from the classes that I attended before as this class is more practical to my current duties and the presentation is lively and interesting. My take-home value is the importance of “will writing” and estate planning.
Nurul Salmy Abdul Majid, Relationship Manager of Maybank
What I like the most is the speaker’s patience & sense of humor, interesting & useful videos shared with a lot of examples given. What made it so different compared with the classes that I attended before was it
is well organized, titbit provided during the courses, the speaker is polite & patient and he distributed his business card one by one to all trainee. My take-home value is about cash flow analysis and assessment test and the QnA.
Sak Wei Ling @ Kathy, Relationship Manager of RHB Bank
Requirement of will writing is the part I like most. My take-home value is I have gained the information I needed on will writing.
Yap Swee Heng, A Retiree
I like to listen to all storied and examples shared in class and shared videos are also inspiring, this is the part that I like most. So far, for all the classes I attended before, I find Mr. Yong’s classes are more relevant and interesting. It keeps me awake and wants to listen for more. My take-home values are everyone can do anything if they set their minds first; First, find a strategy that suits you: Proper planning is essential, especially in terms of the unexpected.
Joanna Lim Li Ching, Client Investment Specialist of IFASTCapital
This is the second time I joined Mr. Yong’s class, the environment is cozy and relaxed and the topics are organized and relevant are the parts that I like most. The class is different from the classes that I attended before as the topics are interesting. My take-home value is the financial stress management and will look into will writing part.
Sarah Tan, Branch Manager at Standard Chartered Bank
What I like the most is the speaker’s optimism & desire to share everything you have learned with the participants. This class is different when compared with other attended classes before on more personal touch, the course is carried out in an informal discussion and the messages are easier to be absorbed. My take-home value is to know in detail even basic information which we ought to know and a reminder to us to continue to learn, not only from a technical perspective but daily values.
Teh Yee Chin, Director, Client Coverage, Private Sector of RHB Bank
What I like the most is the overall class is quite ok and has real-life stories. Video clips for the sharing purpose made the class different from the classes that I attended before.
Jeremy Wong, Head, RHB Banking Group Channel
What I like the most is the relationship between the simple item-“water” to real-life experience and the class is very practical to visualize and adapt to the lesson. The class offers a different perspective compared with the classes that I attended before. My take-home value is to manage stress (financial) well.
Lee Beng Yew, Director, Corporate Finance of RHB Bank

Almost all parts I like very much. This class is more experience when compared with other classes that I attended before. My take-home value is smarter to control our financial stress management.

Chew Kok Hooi, Senior Asst. Vice President of AffinHwang
What I like the most is the life and working experience. The class experience is similar except the speaker is at a younger stage in life. My take-home value is to take more proactive measures to counter rising inflation.
Alex Goh, Senior Vice President, Head of Equity Research of AMBank Research
What I like the most is some good examples of dealing with financial stress and impactful videos (Good Messages & Lessons).
Shrianand Pathmakanthan, Head of Equity Research, Macquarie Capital
The great hospitality and the facilitator in knowledge are the parts that I like most. It is different from the classes that I attended before as a lot of motivational videos were shared to make the class interesting. My take- home value is must start in early and possible if want to achieve financial freedom earlier.
Au Sue Yeng, Senior Branch Manager in Standard Chartered Bank
I like the class mostly because of the speaker’s approachable, friendly, sincere sharing of knowledge and experience and the shared statistic and case studies that are easy to relate to our day-to-day life. It is a different presentation approach and gives a variety of examples when compared with a class that I attended before. My take-home values are to plan to be debt-free and start to plan and invest now!
Lydia Koh May Ling, Research & Analysis of Maybank
I like the class mostly because of the personal touch and also the short related videos. My takehome values are set goals then write them down and get in touch with the book’s author.
Low Guat Meng, Research & Analysis of Capital Dynamic
What I like most about the class is video playing. It is different from the classes that I attended before because it is a smaller class and is conducted on a weekday. My take-home value is learning the secret and importance of having a will.
See Chee Meng, Manager of MaybankInvest
It is different from the class that I attended before as it is an interesting topic and information for me. My take-home value is understanding of other estate planning tools that complement with the will.
Ng Ting San, Remisier of TA Securities
What I like the class most is the subject and content on compounding interest. This class is different from what I used to attend before where I have a more clear vision to plan my retirement. My take-home values are the ideas on better manage my expenses and make my take-home money work harder and on retirement and how to increase savings rate.
Hafizul Amin Bin Md Rusman, Relationship Manager of Maybank
Fact and data are the parts that I like most. It is different from classes that I attended before in terms of knowledge improvement.
Low Chong Yim, Dealer of PM Securities
What I like the most is the completed material and good explanation with real-life stories. My take-home value is learning how to do stress assessment and how to do personal net-worth summary.
Thevi a/p Manikam, Relationship Manager of RHB Bank
This is the second time I joined Mr. Yong’s class, the environment is cozy and relaxed and the topics are organized and relevant are the parts that I like most. The class is different from the classes that I attended before as the topics are interesting. My take-home value is the financial stress management and will look into will writing part.
Sarah Tan, Branch Manager at Standard Chartered Bank
Good Handout and lots of videos shared are the parts that I like most. My take-home value is to plan for legacy not only to our family but also to others.
Lim How Hun, Director of Group Wholesale Banking Group Private Banking of CIMB Investment Bank
It is different from the classes that I attended before as it is a very useful and practical course.
Prem Jearajasingam, Research Analyses of Macquarie Capital

Testimonial from Business Owner, Director, Manager, etc

Mr. Yong’s class overall is satisfying. The smaller class with more interactive plus video sharing are the parts that I like most. I gain a more in-depth understanding of personal financial planning.
Ken, General Manager of GUH Holding

In the class, setting financial goals and their priority is the parts that I like most. When compared with the first class that I attended before, the way of presentation improved dramatically. Whatever I learned in the class is to understand the detail of financial planning.

Teoh Yang Chew, a Company Manager, and Introducer from RHB Investment Bank
Speaker able to present a complex subject in a simple and easy-to- understand way is the part that I like most. It is similar to the classes that I attended before but depends on the subject. My takehome value is the knowledge of more options.
Lim Teong Khoon, Remisier of UOB KayHian Bank/Public Auditor
The interaction is good and is the part that I like most compare with other classes that I attended before. My take-home values are that it can help in our will writing.
Wong Ping Ling, Director of DYNAQUEST Sdn. Bhd.
Examples and videos are useful is the part I like most. My take-home value is to be prepared by getting the will in place.
Eugene Lee, Director/Principal of Alteus Consulting/Valor Management
What I like most about the class is the sharing of videos and the underlying meaning & concepts of each video for the topics of the day. What makes it different from other classes that I attended before is more personal and interactive.
Jason Wong, Project Development Director of KVS Infinite Resources & Remisier of Kenanga
I have shared a lot of ideas and experiences and gained new knowledge and getting to know people are the parts that I like most. I can pass the knowledge to my staff and my daughter to get prepare for their retirement. At my current age, I still want to learn things and it is a great experience that I have gained within a day of course.
Hayati Bt Ismail, Remisier of Interpac/Managing Director of Motoria Sdn. Bhd.
What I like most is the sharing of relevant videos. It is different from classes that I attended before by getting more facts before planning a will and a trust for myself. My take-home value is to leave a legacy behind us.
Tan Kok Herng, Director of Pedoman Sentosa Sdn. Bhd.
Experience sharing is the part I like most. This class is more personalized when compared with other classes I attended before. My take-home value is I have better in-depth knowledge in will writing.
Tracy Chan Lye Yee, Director of MyWorkWell/Valor Management

Send Us A Message

Quick Contact

Quick Contact

Subject *
Type of Training Interested *
Types of Feedback *