Mr.Ooi Ho Seng

CFP CERT TM, B.Sc (Hons)

Certified as a Certified Financial Planner professional (CFP CERT TM) due to passion for personal finance
Certified NLP Practitioner and NLP Coach by the American Board of NLP

Senior financial consultant at Ultimate Business Consultancy Sdn. Bhd.
Over a decade of experience in R&D engineering with MNCs before entering the financial industry
Actively involved in the Financial Planning Association of Malaysia (FPAM)
FPAM Penang Chapter Chairman, leading efforts to improve financial literacy in Malaysia through programs
Played an instrumental role in continuous professional education programs for FPAM members and financial practitioners in northern Malaysia
Appeared in numerous public talks on various financial planning topics
Collaborated with local education institutions, corporates, and non-profit organizations to bring financial literacy programs to employees
Passionately assisting clients since 2007 in areas such as personal estate distribution, business succession planning, investment, and life insurance planning
Believes in a holistic approach to personal finance, encouraging clients to have a big-picture view to motivate action
Logical and analytical skills from an engineering background are assets in providing comprehensive solutions
Enjoys developing financial software tools in spare time to help clients see the big picture
Created tools such as Retirement Fund Estimator, Investment Risk Tolerance Analyzer, Education Fund Estimator, and Insurance Gap Calculator
Believes that coaching to change poor spending behaviour can substantially impact a person’s financial health.