ABOUT US

Catherine Khoo

ICF Certified Sales Coach

Licensed Financial Planner

(B0344/2010)

Hi I am Catherine Khoo, a  financial planner and a coach. Being a practitioner in the financial industry for the past 20 years, I see many people struggling with money, not only because of lack of it or knowledge, but mainly their mindset and habits about money.

I strongly believe that each of us has the potential to be anything we want and to create the change we want to see in the world. But too often we get stuck feeling like we can’t. I want to change that.

I can help you find the confidence and gain clarity to step up, take actions and make that difference. I also support you as you create a life you truly enjoy.

Yee Nin

Financial Planner

Conventional wisdom has us believe that working harder to acquire more wealth and buying more financial products could solve all our money woes. While there is a dose of truth in that, financial planning is more than numbers on a spreadsheet. Long-term solutions often require that one address the root causes of money problems: an unhealthy relationship with money, self-limiting thoughts and bad spending habits.

Here’s where I come in. I help my client look beyond the numbers by crafting comprehensive life-centered financial plans, built around the life they want to create now and in the future.

As the second runner up for Malaysia Financial Planner of the Year award 2020, my work in solving complex financial challenges and creating meaningful value for my clients is recognized by the industry. 

Life is not a rehearsal and time is precious. There’s no do-over for costly mistakes, and hence why it is so important to have clarity of what truly matters where your money is concerned. Proper financial planning paves the way for more time, freedom, choices, and ultimately the life you want.

Let me guide you there.

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