“I believe that professional, ethical advice is of key importance when working with clients’ hard-earned money.”
Grace has been in the financial services industry since 1997.
Grace holds a B.S.Ed.(Hons.) degree from Universiti Sains Malaysia, the Registered Financial Planner (RFP) and Associate Financial Planner (AFP) professional qualifications. Her passion is to provide ethical and professional advice to clients. Being also passionate about education, Grace conducts seminars and workshops for corporate employees in the areas of financial literacy as well as retirement planning, and is a Certified Pembangunan Sumber Manusia Berhad (PSMB) trainer.
Grace specializes in the areas of Investment Planning, Portfolio Construction and Management, Retirement Planning, and Protection Planning. She currently manages a total asset under management (AUM) in excess of RM 52 million.