Association of Financial Advisers Malaysia

Association of Financial Advisers Malaysia Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Association of Financial Advisers Malaysia, Labor Union, MeHub@HSpace Co-working 28-3, 2nd Floor, Jalan PJU 5/4 Dataran Sunway, Kota Damansara Petaling Jaya, Petaling Jaya.

The Association of Financial Advisers (AFA) is an association representing all Approved Financial Advisers and Corporate Unit Trust Adviser (CUTA) Firms in Malaysia.

12/06/2026

✨ Estate planning is about way more than just moving money around. It’s about keeping the peace. 🕊️

When we think about passing down wealth, we often look at famous cases—like how Hong Kong legend Lydia Sum structured her estate to protect her young daughter. But as fascinating as those big stories are, estate planning isn't just about legal documents or who gets what asset.

The biggest pieces of the puzzle that people completely forget? Family harmony and the transition process. 💔

It’s easy to focus solely on what we want to happen, but we forget to consider how our family will actually navigate it. Without a clear, thoughtful process, even the best intentions can lead to misunderstandings, stress, and broken relationships among the people you love most.

In this video, Dennis Chin from Harveston Capital Group briefly touches on the Lydia Sum case and dives deep into the human side of estate planning. Learn why harmony and a smooth process are the ultimate considerations you need to think about right now. 💼

🎥 Watch the full video to discover how to plan a legacy that brings your family closer together, not apart.

👇 Leave a comment: What do you think is the hardest part about talking to family members about estate planning?

🚀 Unlock the Power of AI in Financial Planning!The future of financial advisory is here. Join AFA's upcoming webinar and...
08/06/2026

🚀 Unlock the Power of AI in Financial Planning!

The future of financial advisory is here. Join AFA's upcoming webinar and discover how Artificial Intelligence can help you work smarter, enhance client engagement, and improve business efficiency.

🎓 AFA Webinar: Innovation in Practice – AI Tools for Modern Financial Planners

📅 9 July 2026 (Thursday)
🕘 9:00 AM – 1:00 PM
💻 Online via Zoom

🎤 Speaker: Pauline Yong
A seasoned financial services professional with extensive experience in financial planning, training, and practice development.

What You'll Learn:

✅ AI Fundamentals for Financial Planners
✅ AI-Driven Market Analysis & Portfolio Optimization
✅ AI for Financial Modelling & Goal-Based Planning
✅ Personalized Client Recommendations
✅ Practical AI Tools for Advisory Practices

Registration Fees:

🐦 Early Bird: RM100 (Register by 18 June 2026)
💼 Normal Rate: RM150 (From 19 June 2026 onwards)

🎓 CE (FPAM) & CPD (MFPC) Accreditation Applied For

📌 Suitable for Financial Planners, Financial Advisers, and Industry Practitioners.

👉 Register Now:
https://forms.gle/eDMvskWekhuKWjw5A

📞 For enquiries: 03-6203 5899
📧 [email protected]
🌐 www.afamalaysia.org

05/06/2026

💡 赚大钱固然重要,但你的公司经得起「意外」吗?

很多老板每天都在想:Revenue 怎么翻倍?Sales 怎么突破?但这就像开跑车,如果只顾着踩油门却忘了检查刹车,遇到弯道就危险了!汽车需要刹车,不是为了让它停下,而是为了让它跑得更安全、更远。🚀

专注赚钱是攻击,而风险管理(Risk Management)就是你最强的防御!

今天这支 1 分半钟的短视频,我们邀请了 Harvestkorp 的 Koay Chee Tatt 来为老板们划重点!听听他如何帮你锁住利润,不让辛苦打拼的血汗钱付诸东流。🔒

赶快点开视频,花 1.30 分钟给你的企业上一份“安全锁”!

👇 欢迎留言:你认为大马企业最容易忽略的隐藏风险是什么?

#风险管理 #企业理财 #老板必看

12/05/2026

Haiya~ nowadays everything also can find online lah 😅📱

A few clicks only, can get so much info already… so why still need to talk to a Financial Adviser? “Aiya, boring one lah” 😴

Online also got many “investment opportunities” people share — the return look better than conventional investments some more 💸✨

But do you really know what you’re getting into? Or just follow whoever say they’re making money lah? 🤔

STOP! ✋

Before you decide, why not take 2 minutes and hear from Soo Yee (Wealth Vantage) 🎥👂 It might just save you from a costly mistake.

Tag a friend who always kena tempted by “fast return” posts 👇😄




Today, we honour the hard work, passion, and commitment that drive our community forward.Happy Labour Day from all of us...
01/05/2026

Today, we honour the hard work, passion, and commitment that drive our community forward.
Happy Labour Day from all of us at AFA!

On behalf of AFA, thank you to all members who attended yesterday’s Extraordinary General Meeting (EGM). We truly apprec...
28/04/2026

On behalf of AFA, thank you to all members who attended yesterday’s Extraordinary General Meeting (EGM). We truly appreciate you taking the time to be present and for your support in approving the resolutions.

The constructive discussions were especially valuable, particularly the insightful inputs on the upcoming AFA Events and the AIG Professional Indemnity offerings.

We look forward to building on this momentum together and making these initiatives a success.

Thanks again, much appreciated 🙏

16/04/2026

Thank you to MFPC for inviting AFA to the Hari Raya celebration on 13 April. It was a wonderful gathering filled with great company and festive spirit. Selamat Hari Raya Aidilfitri! 🌙💚

15/04/2026

🤷‍♂️ Uncertain times, rising costs, global tensions…
With the recent Iran–Israel conflict and increasing petrol prices, many are asking:

❓ How will these global events affect our personal finances?
❓ If prices keep going up, are our savings and protection enough?
❓ Are we financially prepared if things don’t improve anytime soon?

🎥 Let’s hear from Yuva from Uno Advisers Sdn Bhd (a member of AFA Malaysia) as he shares insights on personal financial planning and how to stay prepared during uncertain times.


27/03/2026

🏖️Have you thought about your retirement? Have you planned for it?

Let’s hear what Jovyn Ong from Finwealth Management Sdn. Bhd. (a member of AFA Malaysia) has to share with us about retirement planning ~

👍 Like and share this video if you believe it can help more people become aware of the importance of retirement planning.


CEO Engagement Session with Berjaya Sompo A great session today filled with insightful sharing, meaningful conversations...
24/03/2026

CEO Engagement Session with Berjaya Sompo

A great session today filled with insightful sharing, meaningful conversations, and valuable networking among industry professionals.

Thank you to everyone who attended and contributed to making this engagement session a success. It’s always inspiring to see ideas exchanged and connections strengthened within our community.

Looking forward to more impactful sessions ahead!

Address

MeHub@HSpace Co-working 28-3, 2nd Floor, Jalan PJU 5/4 Dataran Sunway, Kota Damansara Petaling Jaya
Petaling Jaya
47810

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