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Credentials

Our Team

Lee Mun Wai | Vice President

“If you help enough people get what they want, you will get what you want” - Zig Ziglar.

Mun Wai graduated with a Bachelor of Science (Honours) degree in Civil Engineering from the University of Birmingham, England, worked for many years in engineering design, project management and managing cost & quality control systems for several mega projects in the region, before ultimately venturing into the financial services industry in 2010.

He is a licensed Financial Planner; a CERTIFIED FINANCIAL PLANNER® professional and Islamic Financial Planner professional with the Financial Planning Association of Malaysia.

His astute analytical abilities, combined with an innate sense of perspective, have enabled him to guide clients through often complex financial concepts and strategies, empowering them to meet their life goals. His clients range from savvy professionals and successful business owners to high net worth individuals.

Mun Wai's passion in personal financial education is also unleashed through the training, development and mentoring of planners; nurturing them into capable, successful and dynamic financial doctors.

He regularly promotes financial literacy through radio shows such as BFM89.9's Ringgit and Sense and writes frequently for the ever popular weekly column "Financial Snacks" in the StarBiz section of The Star newspaper.

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