*Hi!

I'm Marshall

I'm a fee-based financial planner, licensed by Bank Negara and Securities Commission Malaysia

No product pushing, no BS pitch to get you to buy things you don’t need.  #RealFinancialPlanners offer genuine and unbiased advice.

I value my time and experience to help you achieve your dreams by breaking it down into actionable steps.

*PROCESS

How I can be of service to you?

Ready to get serious on your personal finance? Get started with this 3 easy steps:
null

Step 1:

How can I be of service

Explore the range of services I provide. Let me know if you have something specific that I can assist.

null

Step 2:

Free 20 minutes call

Still unsure? Schedule a FREE 20 minutes discovery call with me. Let’s get to know each other!

null

Step 3:

Ready, Plan, Action

Having a plan is only work half-done, I will give you an execution checklist to achieve your dreams.

*BENEFITS

Why PlanNERD?

As a #RealFinancialPlanner, my time and effort is compensated with an upfront fee. I do not give free advice in hope to sell you products that you do not need. Here are some other benefits if I am your planner:

Experienced Planner

I have 8 years of experience in the financial industry. I have both ACCA and RFP qualification since 2011 and 2017 respectively. I started working in the Big 4 accounting firm focusing on corporate restructuring before I became involved in the personal finance industry in 2014.

Tech-Savvy Planner

I consider myself as an early adopter of many disruptive tech services. I am a strong believer that the industry 4.0 will change the way we live, and therefore how we plan for our goals. Rest assured, I will be personally testing the quality of these service before integrating it into your plan.

Offshore Solutions

Traditionally, attractive offshore solutions are only made known to high net-worth individuals by their private bankers.Most people do not know that there are better solutions that they can choose from. I strive to bring these information to my clients so that they do not miss out on opportunities.

Personalized Graph and Charts

My previous corporate advisory experience trained me to create corporate reports. Recently, I converted and translated these reports into easy to understand graphs and charts, tailored to illustrate the financial position of your personal financial health. Stop believing anyone that tells you finance is difficult and complicated. Finance is easy and fun!

The Dream Team

I acknowledge that I am no master in all areas of life. I have my strengths and weaknesses. Hence I have assembled a team working in the background to serve you, be it in personal finance, entrepreneurship, personal development, health, nutrition, fitness, or just general well-being. You will have access to these group of experts to live a wholesome life.

Video Conference

I am all for productivity and efficiency. Why waste time travelling, fighting the traffic and pay for the parking when we can conduct our meeting online. Setting up a video conference is super easy, I will guide you through, and perhaps you can also plan other meetings using video conferencing.

*CLIENTS

My ideal client profile

Just like all of you, I only have 24 hours a day. I need to ensure that my time is well invested to service people that benefit most with my help. If you fall into the below persona, I can’t wait to meet you!

University Students

You are young, energetic and passionate. You can’t wait to start the next journey of your life. You may not have thought much about your long term goal, but you know you are not interested to work 9-5 for the rest of your life. You want to achieve financial freedom as soon as possible.

If you are a university student, I look forward to plan your goals with you. The most important factor in the compound effect is time. You have plenty. I can’t wait for the day when you achieve your goals way earlier than your peers.

Young Working Adults

You are now in the working environment. You want to make a difference in your life and perhaps you already started accumulating some debt. You might be facing the quarter-life crisis or made some financial mistakes and want to find ways to rectify it before it is too late. Rest assured, you’re not alone.

I made a mistake myself by taking a huge loan and made my first investment when the timing was bad. I hope I had someone to guide me on my decision back then. Just like the uni students, you still have lots of time to make a change and achieve your dreams, allow me to show you how.

New Parents

Congratulations on your newborn! This may be your greatest achievement yet, as you grow your family tree from two to three. You want to gear up to become the best parent you can ever be and provide the best you can give to your family. As the arrival of your newborn may be overwhelming, you are worried that you may focus your attention on the day to day chore and lose focus on the bigger picture of planning your family’s future.

Allow me to be the person to clear the clutter and give you an objective execution plan to align your finance and routine towards achieving the dream you want to provide to your family.

PlanNERD

Financial consultant in Kuala Lumpur

 

P-7-3, Pusat Bandar Bukit Jalil,
Jalan Jalil Utama 2,
Bukit Jalil, 57000 Kuala Lumpur

 

T : 011-6263 1415
E : Marshall@planNERD.io

InstagramLinkedin

Hours

Monday 08:30-17:30
Tuesday 08:30-17:30
Wednesday 08:30-17:30
Thursday 08:30-17:30
Friday 08:30-17:30
Saturday 08:30-17:30
Sunday Closed