Mr.Ooi Ho Seng

CFP CERT TM, B.Sc (Hons)

Mr. Ooi Ho Seng Financial Planning &Amp; Wealth Management Trainer
  • 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.

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