Practical financial planning rooted in proven, stepwise decision-making for Malaysian clients
Clarity in Action
We deliver straight answers, not jargon. When you work with us, you'll always get explanations you can act on, checklists you can use, and clear guidance on what comes next for your finances.
Personal Focus
Your situation is unique. We listen first, then shape recommendations that make sense for your life, your responsibilities, and your ambitions—nothing off-the-shelf or generalized.
Transparent Expertise
We believe trust is earned through transparency. You’ll know exactly who you’re working with and what our qualifications are. No hidden terms or complicated conditions.
How MY - Financial Planning evolved to serve Malaysia
Meet our financial planning team
Our team brings practical experience from local banks, advisory firms, and client-focused roles, so you always speak with a professional who understands the Malaysian context.
Fatimah Ahmad
Lead Financial Consultant, practical planning expert
Master of Business Administration in Finance, Certified Financial Planner Universiti Malaya, Kuala Lumpur
Personal financial planning for families and small businesses
RHB Bank Malaysia, Maybank, Local Advisory Firm
Fatimah Ahmad brings over a decade of hands-on experience guiding Malaysian clients through major financial milestones. Her direct, solution-oriented style means clients leave every meeting with actionable steps, not theory. She specializes in helping families and business owners build resilient plans that withstand the unexpected.
Arjun Singh
Senior Consultant, risk and compliance specialist
Bachelor of Economics, Registered Financial Planner Universiti Kebangsaan Malaysia, Bangi
Business risk analysis and financial compliance advisory
CIMB Bank, Kuala Lumpur, Financial Regulatory Advisory
Arjun Singh is known for his analytical eye and clear communication. Clients value his ability to translate complex regulatory requirements into straightforward action steps. With a focus on risk assessment, Arjun supports business owners in making grounded, informed decisions.
Chong Li Mei
Planning Consultant, career transition specialist
Bachelor of Commerce, Diploma in Financial Planning Monash University Malaysia, Sunway
Planning for professionals in transition and relocation
Public Bank Malaysia, Career Guidance Centre
Chong Li Mei brings structured processes and a steady hand to financial planning for professionals navigating career transitions. Her clients appreciate her organized checklists and ability to map out a clear next move, especially during times of change or uncertainty.
Muhammad Razak
Operations Coordinator, client support and logistics
Diploma in Business Administration, Operations Management Certificate Taylor’s University, Subang Jaya
Client onboarding and process efficiency
Local SME, Financial Services Operations
Muhammad Razak is the backbone of operations, ensuring every client interaction is efficient and well-documented. He works behind the scenes to support both consultants and clients, coordinating meetings and delivering clear follow-ups for each case.
Scenario-First Plans
Every financial plan starts with a real-world scenario. Our approach is to break down big goals into small, practical actions you can start right away—no abstract theories or unproven promises, just steps that fit your situation.